Advisor Alpha: Advisor’s Alpha, Behavioral Coaching when your clients need it most

Utilizing Vanguard’s Advisor’s Alpha framework, the session will highlight the crucial role advisors play as behavioral coaches for their clients. Adding potentially 100 to 200 basis points of value, on average, Vanguard believes behavioral coaching is one of the most crucial elements of advice that enhances both client and practice outcomes. In addition to providing insight into what Vanguard believes is the root cause to the investor behavior problem, the session will include useful frameworks that the firm has developed for advisors to incorporate into their practices to become more effective coaches