Webcast replay: How investors select advisors

February 13, 2017


This 45-minute video spotlights Vanguard's new Advised investor insights™ research on using investor profiles to optimize your practice and to get to know your clients' needs more effectively. This webcast replay also delves into the vital role that referrals play in building your business.

In a lively conversation, presenters Anna Madamba from Vanguard Center for Investor Research and Don Bennyhoff from Vanguard Investment Strategy Group explore findings from the research and practical considerations in using that knowledge to focus your time and energy when building your practice.

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Advisor's Digest for December 10, 2018

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