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Advisor s Alpha Past, present, and future

Topic

General Principles of Financial Planning

Program ID

338970

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Overview

Description

This presentation explores the evolution and impact of Vanguard’s Advisor’s Alpha®—a framework that redefines the advisor’s value by emphasizing behavioral coaching, financial planning, and tax efficiency over traditional portfolio management. It highlights how these strategies can significantly enhance client outcomes and advisor differentiation.

Learning Objectives

• Understand the origins and evolution of Advisor’s Alpha. • Identify key value-add strategies and their quantified impact. • Learn how to apply behavioral and tax-efficient practices to improve client outcomes. • Recognize the shift toward relationship-driven, client-centric advisory models.