Guide your clients to successful retirement income outcomes

Developing and overseeing a retirement spending strategy can be a complex undertaking but also one of the most important things you can do for your clients. As both the number of retirees who will need to rely on their investment portfolios for income and the complexities of generating that income increase, the challenges and the value of skillful execution will increase too. The rewards for careful decision-making—and the consequences of any missteps—put a premium on skillful analysis and implementation. For many investors, working with a knowledgeable advisor often pays for itself.¹

Making the numbers work for a portfolio designed to last

Vanguard Advisor's Alpha® research has long demonstrated that you can add significant value when it comes to helping your clients implement informed portfolio spending strategies.¹ From assets to income: Vanguard’s Advisor’s Alpha guide to retirement income examines in detail the variables to consider when crafting a solid retirement income and spending plan. The paper explains that success—the outcome of a portfolio lasting the investor’s entire retirement—results from a prudent spending strategy tailored to the individual’s goals, a soundly constructed portfolio, and tax-efficient investment and withdrawal strategies.

Helping your clients reach the successful outcome of having their desired retirement income can, in turn, lead to increased client satisfaction, deeper relationships, and more referrals.

1  Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, David J. Walker, and Maria C. Quinn, 2022. Putting a value on your value: Quantifying Vanguard Advisor’s Alpha. Valley Forge, Pa.: The Vanguard Group.

Notes:

All investing is subject to risk, including possible loss of principal.