Considering Your Clients’ Holistic Wellness Is a Key Value-AddConsidering Your Clients’ Holistic Wellness Is a Key Value-Add

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.