Adding value through your value: Quantifying Vanguard Advisor’s Alpha

The presentation is designed to help you understand what clients really value and how you can add about 3 percentage points to portfolio returns, after taxes and fees, compared with advisors who do not practice advisor’s alpha principles. Emphasis is placed on portfolio construction, wealth management, behavioral coaching, and other activities you can use to guide clients toward their long-term financial goals. Attendees will maximize and demonstrate your value to clients with Vanguard Advisor’s Alpha®.