Putting a value on your value: Quantifying Advisor's Alpha
Whitepaper
|August 12, 2022
Putting a value on your value: Quantifying Advisor's Alpha
This research paper delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.
The paper includes seven "quantification modules" summarizing key wealth-management best practices and providing a reasonable framework for describing and further differentiating your value proposition.
Putting a value on your value: Quantifying Vanguard Advisor® Alpha
Use this paper to:
- Discover seven modules that help quantify the benefits of advisor's alpha.
- Understand the intermittent, but significant, value relationship-based services can ultimately bring to a portfolio.
- Learn how to quantify benefits such as guiding clients to "stay the course" as compared to the alternate history they would have experienced with a knee-jerk response to the market.
Note:
- All investing is subject to risk, including possible loss of principal.
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