Description
Dive into Vanguard’s Advisor's Alpha® research to learn how to drive superior client outcomes through relationship-based services such as financial planning and behavioral coaching, rather than solely portfolio management. The presentation includes seven "quantification modules" summarizing key wealth-management best practices and providing a framework to empower advisors to embrace a holistic financial planning approach through asset location, spending strategies, rebalancing, and cost-effective implementation, and behavioral coaching.
Learning Objectives
Learning Objectives: The objective for this session is to
• Discover seven modules to help construct and maintain tax efficient portfolios to match clients' risk tolerance and goals.
• Understand how to tap into the intermittent, but significant, value of behavioral coaching during times of market volatility
• Implement the use of thorough financial planning techniques—such as estate and retirement planning, to personalize client services