What our clients have told us about the real value of financial advice

This week Cameron is joined by Chris Haggart - Partner and Independent Financial Adviser at IWP. For years we have known that the value of advice is in the intangible benefits of the advice, which goes well beyond the tax savings, the strategic advice that brings financial benefit. About 2 years ago, we started surveying our client base, both new and existing clients across eight dimensions of wellbeing — career, emotional, environmental, financial, intellectual, physical, social, spiritual. Existing clients scored higher than new clients in every area! Spiritual +28% Environmental +23.3% Financial +22.6% Physical +21.9% Intellectual +18.5% Career +18.2% Emotional +17.6% Social +12.1% Eight dimensions, eight gaps, all in the same direction. In this episode, we break down the data, what it can (and can't) tell us, and why the value of advice always radiates further than the numbers suggest. Turns out good advice does something markets and returns can't measure — it gives people their headspace back. In this episode, we break down the data, what it can (and can't) tell us, and why the value of advice always radiates further than the numbers suggest. For more info, click on the two links below which are articles both Cameron and Chris have written on the topic. https://www.independentwealthpartners... https://www.independentwealthpartners... happy watching!