Presentation: The Evolving Value of Advice: What Clients Look for When They Hire a Financial Adviser

What people are looking for, and what they most benefit from, can be two different things, especially when hiring a financial adviser. This gap between wants and needs can be significant when it comes to financial advice. The most valuable services financial advisers offer is often overlooked by investors, creating persistent challenges in how advisers communicate their true value. This session is looking to unpack these critical topics. Ryan Murphy - Global Head of Behavioral Insights at Morningstar, will present the findings from the study 'why people hire their financial advisers,' uncovering the deeper motivations behind these key decisions. 

The session will provide concrete steps to help advisers better articulate their value proposition in a way that addresses both the salient (top of mind) and the often unspoken needs clients have when choosing to engage with an adviser.