Help clients retire confidently in unstable markets

As retirement becomes a reality for over 10,000 Americans each day, the demand for thoughtful, personalized financial advice has never been greater. In a recent conversation between Mike DiJoseph and Lauren Martinelli of Vanguard’s Investment Advisory Research Center, the duo explored how advisors can rise to meet this moment.

Why retirement planning matters more than ever

With shifting tax codes, volatile markets, and a complex investment landscape, clients face challenges that are largely out of their control. As an advisor, you play a critical role as a behavioral coach—helping clients make sound investment decisions, especially during turbulent times.

Our 25-year retrospective on Vanguard’s Advisor’s Alpha® framework shows a clear shift: from chasing returns to achieving goals. Retirement is the top priority for most clients, and advisors now add the most value through holistic wealth planning—integrating investments, taxes, and long-term strategies.

The power of personalized advice

Advisors who focus on their clients’ unique goals build trust—and trust is everything. It leads to referrals (the #1 source of new clients), improves retention, and encourages clients to consolidate assets. In fact, clients with high trust are six times more likely to consolidate with their primary advisor.¹

Ready to elevate your retirement planning strategies?

Visit our retirement planning hub to learn more and empower your clients to retire with confidence.

For more insights straight from the experts themselves, check out the video below.

1 Anna Madamba and Stephen P. Utkus, October 2017. Trust and financial advice. Valley Forge, Pa.: The Vanguard Group.