Financial well-being and your
overall health and happiness
are inherently connected.
Perhaps that helps explain why the conversations between
you and your financial advisor are increasingly about
more than just investments. When you truly connect with
someone who leads with empathy—and cares deeply
about the full experience you have with your money—the
benefits go far beyond your investment portfolio.
That's because financial advice isn't solely about
investment guidance. It's about someone who will be
by your side. Someone who will coach you through your
most important life moments. Someone who looks at the
totality of your needs, decisions, and goals. Because on
any given day, the experience—what matters most—is
how you feel.
More than financial advice
57% of financial advisors report spending a
significant portion of their time—more than
a quarter—discussing nonfinancial topics
with clients.
1
57
%
