ValueOne Tips

Average Age of Advisory Clients Rises

August 5, 2016

Shifting demographics continue to present significant long-term challenges to advisors.  In 2015, the average client age rose to 62.1 from 61.5 in 2014. Interestingly, the average age of new clients…

Deepening Client Relationships

July 6, 2016

Advisors today work with fewer clients, manage more of their assets and service more of their needs. In 2015, we saw a record high in accounts per household (2.9 in…

Advisors Continue to Pursue Quality over Quantity

June 7, 2016

One of the best ways to grow your business and increase client retention is to deepen your client relationships by becoming the primary advice provider to clients. An excellent indicator…