How to Illustrate Value to Your Clients

Every firm knows that in order to succeed, clients need to see value in their services and expertise. Carson Group conducted a survey in 2019 to find out how exactly firms can do that.

Jamie Hopkins, Director of Retirement Research at Carson Group, orchestrated an extensive study to research how clients perceive value from their advisors. He’s joined by eMoney’s Connor Sung to present the findings and talk about how you can deliver more value to your clients today.

How many times should you meet with your clients annually? Are you acting as a teacher if your clients aren’t financially literate? How are you communicating your fees? What is included in their financial plan?

Watch as Jamie and Connor dive into the results of the study – and to learn how you can show more value to your clients today.