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.

Use this paper to:

Discover five modules that help quantify the benefits of advisor's alpha.
Understand the intermittent, but significant, value that 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.