7th Wave Media

What Do Financial Advisors See as Their Biggest Benefit to Clients?

In this short video, Norm Schriever of 7th Wave Media talks about a new study that asked financial advisors across the U.S., What do you see as the biggest benefit you offer to your clients?

The results are pretty interesting, as you can see in this graphic that summarizes the answers.

Most illuminating was that “Improving investment performance” was dead last on the list, while developing a plan, regular check-ins, and tax planning were prominent.

If you’d like a copy of this graphic, a link to the study, or any other help with your client outreach and marketing, please contact us at:


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