The Value Dialogue

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I am an AdvisorI am an Investor

The Value Dialogue

NEW! Video Series

Featuring John Bowen: #1 Coach for Top Advisors

JOHN BOWEN is recognized as a leader in the financial services industry. He writes a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning and is the author or co-author of several books

Meant for Advisors
Meant for Advisors
Meant for Advisors
Meant for Investors

More for Advisors

The Value Spectrum

Show your clients the services they get, for what they pay you.

  1. Open or save the Excel file.
  2. Make sure you click the "Enable Content" button (it will appear as a Security Warning, but this is just a precaution).
  3. The macros change your Excel view. Excel will revert to your original settings if/when you close and reopen the application.
  4. Please read the instructions carefully.
  5. Be sure to read the tips in blue font throughout the Spectrum.
  6. Click on the arrows (bottom right of each screen) to move forward through the document.
  7. Save the template for future access.
    Note: this is an illustrative tool (not an exact calculation) meant to show clients how hard you work on their behalf for the fees paid.

Bridgehouse Consumer’s Guide for Financial and Investment Advice

Gives clients a better understanding of a financial advisor’s role and the important services you provide.

Investor Guide

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IFIC Model Report on Investment Performance

Helps investors understand whether they are on track to meet their financial goals.

Investor Guide

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IFIC Model Report on Charges & Compensation

Tells investors how much they have paid for all the different services they have received.

Investor Guide

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Bridgehouse Fact Sheet for Advisors

Provides an outline of the upcoming changes, and what to expect with each deadline.

Investor Guide

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