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Description
This presentation offers the Vanguard Advisor's Alpha® take on behavioral coaching. Attendees will learn about the root causes of why investors need coaching and what to do about it.
They will also learn why behavioral coaching is important not only to their clients but also to their practice. By adopting the Vanguard Advisor's Alpha framework, advisors will build deeper relationships with their clients and improve investor and practice outcomes.
Learning Objectives
• Identify which advice services and strategies are subject to commoditization and compare their potential value to that of behavioral coaching.
• Evaluate how you spend time in your practice so you can optimize time allocation toward higher-value activities.
• Understand investor decision making and contrast the evaluation methods that typically apply well in everyday life to those that have historically increased the odds of investing success.
• List and define both the principles and processes that underpin proactive and reactive behavioral coaching methods.