66%
66% -- share of consumers with heightened happiness factors for US financial advisor clients (2021)
66% of consumers who work with a financial advisor have heightened levels across all four happiness factors (fulfillment, intention, impact, and gratefulness).
- Study limited to US consumers with self-reported assets of $250,000 or more
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
All four happiness factors (fulfillment, intention, impact, gratefulness) heightened among 66% of consumers who work with a financial advisor, versus 34% of those who do not; pattern held controlling for gender, age, income and asset levels. Based on survey of 1,000 US consumers with $250,000+ in assets.
<blockquote cite="https://lighthousedata.io/data/advisor-clients-heightened-happiness-factors" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>66%</strong> -- share of consumers with heightened happiness factors for US financial advisor clients<br><small>Source: Herbers & Company (2021) · <a href="https://lighthousedata.io/data/advisor-clients-heightened-happiness-factors" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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