Inside the Advisor’s Office: What People Are Actually Concerned About

The Financial Answer with Nathan O’Bryant · Mar 13, 2025 · 20m

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.

🔹 52% of clients seek financial advice for retirement planning – Is that the right focus?

🔹 38% of respondents worry about outliving their assets – How can you ensure lifelong financial security?

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