In the fast-evolving landscape of financial advisory, the quest for growth is a shared pursuit among asset managers and advisors alike. In this dynamic environment, the spotlight is on value-add programs as the catalyst for attracting and retaining clients. As financial advisors seek avenues to expand their Assets Under Management (AUM), this exploration delves into the pivotal role of value-add programs in deepening client relationships, elevating satisfaction, and enhancing overall business management.

Download the report now to journey through the findings of a comprehensive survey, unraveling the strategies, barriers, and emerging trends that shape the landscape of empowered financial advisors.