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Working with an advisor* yields more money, more confidence
Higher account balances. More confidence for the future. A common trait among top savers is that they get help from a financial professional to guide smart choices and keep their plan on track as life evolves.
Higher balances
Nearly twice the median account balance was achieved when individuals chose to work with a financial professional
Happier with savings
18% higher satisfaction with their retirement plan when working with a financial professional
Financial professionals also help clients with...
Early savings
56% attribute early savings start to working w/ advisor
Learning
Understanding your big picture, what's important, setting goals
Investing
Strategic investment advice to grow and protect your money
Find more education and research on the benefits of working with a financial professional in our Enhancing Outcomes whitepaper. Click here to read the full study.
Source: Equitable's Value of the Advisor study, 2018.
*The use of the terms of “financial advisor” or “advisor” for purposes of the survey questions and responses by both the consumers and the financial advisors queried does not necessarily imply that the individual is a registered investment adviser (RIA). The use of these two terms is meant in a general sense of the word or phrase to describe working with an investment advisor, a licensed insurance agent or other financial professionals who may sell annuity products.
