How coaching and informed perspective give you an edge

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How coaching and informed perspective give you an edge

Vanguard Perspective


July 23, 2023

For most investors, the past few years have been anything but smooth sailing. Upon emerging from the COVID-19 crisis, investors faced record inflation and a rare double whammy of falling stock and bond prices. As an advisor, you may have coached numerous clients to trust your thoughtful strategic approach over reactions (understandably) triggered by emotion.

Those episodes where you help clients steer toward beneficial decisions about their investments can have powerful long-term positive effects. Watch this 1-minute video with Vanguard Investment Advisory Research Center Senior Specialist Michael DiJoseph in which he explains why behavioral coaching can be the most valuable service you offer clients.1

One way you can directly apply behavioral coaching: Help clients see the hypothetical consequences of past actions with the Market Hindsight Tool. Use it to create custom charts whenever you want to reinforce a conversation about investing for the long term.

Meet the moment when clients need you the most

Staying well-informed is a major component of the advisor’s edge that makes you such a valuable behavioral coach. If you haven’t done so already, be sure to check out the midyear Vanguard Economic and Market Outlook, which shares our projections for inflation, the likelihood and timing of any recession, economic growth, asset prices, and more. They are data points highly worth taking into account in your client conversations, given their potential impact on client portfolios and financial plans.

For more on behavioral coaching and wealth management, visit our wealth management resource center.


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.



  • All investing is subject to risk, including the possible loss of principal. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.

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