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Whitepaper
Changes in the advisory business, including the automation of advice, are forcing advisors to enhance their value by cultivating deeper relationships with clients. Advisors who succeed in becoming highly trusted are more likely to obtain referrals from existing clients.
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This updated research paper explores ways that advisors can add value through relationship-based services such as financial planning, discipline, and guidance, and quantifies these benefits relative to others who focus primarily on trying to outperform the market.
Video | Transcript available
Vanguard's Don Bennyhoff and Fran Kinniry say a common mistake advisors make is believing there are no bad clients. Our experts suggest that advisors be discerning when taking on new clients.
Are all prospective clients right for your practice? Vanguard's Don Bennyhoff and Fran Kinniry suggest that advisors be discerning when taking on new clients.
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Vanguard's Don Bennyhoff and Fran Kinniry discuss some of the worst things advisors could say during behavioral coaching conversations with their clients.
Vanguard's Don Bennyhoff and Fran Kinniry walk through some phrases to avoid during behavioral coaching conversations with your clients.
As many as 70% of advisors say they prepare a financial plan for their clients. Senior Investment Strategist Don Bennyhoff explains why advisors choose to forgo creating a financial plan.
Vanguard Senior Investment Strategist Don Bennyhoff explains why many advisors don't prepare a financial plan for their clients.
Vanguard's Don Bennyhoff and Fran Kinniry say advisors can showcase their value to clients through behavioral coaching during down markets.
Vanguard's Don Bennyhoff and Fran Kinniry discuss how advisors can show their value to clients during down markets.
Article
Advice firms that are ahead of the tech curve can gain efficiencies with time and money and a competitive advantage in the market. Vanguard RIA Chief Michael Lovett offers advisors strategies for effectively leveraging technology.
Vanguard RIA Head Michael Lovett offers strategies for integrating technology into your business.
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Review behavioral coaching strategies to guide your clients past their uncertainty and help them reach their financial goals.
With portfolio construction becoming automated, it's crucial for advisors to differentiate themselves by focusing on their uniquely human services. That starts with behavioral coaching, which can enhance returns by keeping clients committed to their long-term plans.
With the automation of portfolio construction, advisors must differentiate themselves by focusing on their uniquely human services, like behavioral coaching.
What's the single most important factor in generating client referrals? Building trust with your clients. Here are some tips for building connections with your clients.
Steps advisors can take to grow their business.
Blog
The automation of advice is disrupting traditional advice models, learn how advisors can better succeed in a changing advice landscape.
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Advisors' compensation structure is evolving, so should they reconsider their value proposition? This paper discusses advisors changing their performance benchmark from the market's return to the returns that their clients might achieve without professional guidance.
This paper discusses advisors changing their performance benchmark from the market’s return to the returns that their clients might achieve on their own.
Vanguard RIA Head Michael Lovett explains how focusing on a specific type of client can set you apart from your competition.
Advice can be a team sport. Mike Lucci describes how partnering with Vanguard can help you land your pitches to clients right where you need them.
What you charge for your services is only an issue if you don’t make clear what services and benefits you provide.
Learn how regulatory uncertainty, downward pressure on fees, and innovative technology are forcing financial advisors to enhance their value and the health of their practices by automating as much as they can so they have time to build deeper relationships with clients.
Regulatory uncertainty, falling fees, and innovative technology are forcing advisors to automate more, freeing up time to build deeper client relationships.
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Advisors aren't feeling pressure to decrease fees yet but are feeling pressure to increase the range of services they offer clients.
Behavioral coaching is one of the most valuable services advisors provide. Tips for maximizing your impact as a behavioral coach.
As change sweeps through the financial advisory business, advisors must learn to pivot their practices "From portfolios to people," leveraging technology to free up time and grow their businesses by deepening rapport and building more meaningful client relationships.
As change sweeps through the financial advisory business, advisors must learn to leverage technology to free up time and build more meaningful client relationships.
Build clients’ trust by helping them understand the value you provide. Advisor’s alpha goes beyond portfolio construction.