Research summary

Assessing the value of advice for investors

October 28, 2022

Personalized advice explained
To measure value, compare the advised alternative to a baseline
Graphic outlines the three-step framework for valuing advice recommendations or interventions.  To measure value, compare the advised alternative to a baseline.   Step 1: Establish a baseline.   Step 2: Model the interventions.   Step 3: Add to the baseline to match value.
Helping to quantify the full value of financial plans
This approach improves upon traditional metrics in several ways:
Discovering what’s important to investors
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