The Heart of Advice Study:
How Successful Advisors Deliver an Exceptional Client Experience

How valuable is a clear understanding of client preferences in guiding advisors to deliver an exceptional client experience? Do clients put more emphasis on an advisor's knowledge, their ability to empathize, or the technology advisors use to manage the relationship?

eMoney research has uncovered compelling insights on how advisors can deliver a remarkable client experience, known as the Heart of Advice℠.
Advisors who incorporate the Heart of Advice into their practice reported:

  • 20%+ growth in total clients in the last five years

  • 25%+ growth in new client acquisition, at least 70 percent higher than others

  • 95% client retention rate

  • 20%+ growth in AUM and compensation in the last five years