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Recent studies suggest that investors want personalized guidance that takes into account their overall well-being as individuals, in addition to advice related to financial well-being. Providing these services has become an important added value for advisers.

Dr. Daniel Crosby, chief behavioral officer at Orion, explains how Orion's behavioral finance tool, PulseCheck, gives advisers a tool to measure a client's well-being along six dimensions and compare it to their own financial well-being.