Advised investor insights™: Structuring and serving your client base

March 13, 2017

 

Do you have demanding clients who don't appreciate all you do for them? Is that preventing you from working with others in much more satisfying partnerships?

In this 5-minute video clip, Don Bennyhoff, senior investment strategist in Vanguard Investment Strategy Group, and Anna Madamba, a research analyst with Vanguard Center for Investor Research, discuss how the Advised investor insights research can help you develop strategies for connecting with clients and using your time more effectively.

This video is the last of four excerpts from our How investors select advisors: Advised investor insights webcast replay. Be sure to check out related video clips on understanding the investor profiles, applying the investor profiles, and garnering referrals.

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Notes:

  • All investments are subject to risk, including the possible loss of the money you invest.
  • The information presented in this webcast is intended for educational purposes only and does not take into consideration your personal circumstances or other factors that may be important in making investment decisions.
 

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