Considering Your Clients’ Holistic Wellness Is a Key Value-Add
Sponsored by
Recent studies suggest investors want personalized guidance that accounts for their overall wellness as individuals in addition to advice pertaining to financial wellbeing. Providing these services has become an important value-add for advisors.
Dr. Daniel Crosby, chief behavioral officer at Orion, explains how Orion’s behavioral finance tool, PulseCheck, gives advisors a means to measure client wellness along six dimensions and compare it to their financial wellness.
TAGS: Technology 0 comments Hide comments
Comment * Switch to plain text editorMore information about text formats
Text format CommentsPlain text Comments- Allowed HTML tags: <em> <strong> <blockquote> <br> <p>
- No HTML tags allowed.
- Web page addresses and e-mail addresses turn into links automatically.
- Lines and paragraphs break automatically.
- Load More
Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.
Originally posted on: https://www.wealthmanagement.com/client-relations/considering-your-clients-holistic-wellness-key-value-add