• CONVERSATION STUDIO BETA

Optimize client communications

Streamline your process and turn insights into confident client conversations using our customizable resources on the topics clients ask about most. 

Get insights
A professional seated at a table with a laptop during a formal conversation, set in a light-filled office with plants that add a welcoming and contemporary feel.

Overview

What our clients are asking

We leverage Vanguard advised-client insights to highlight what is top-of-mind for investors and essential to advisors. As the following collection of topics grows, so will its suite of customizable, client-ready PDFs, one-pagers, tools, videos, and more. Explore now to simplify the way you turn client meeting preparation into action.

Advised-client insights

This April, Vanguard clients under 45 were up to 5 times more likely than other age groups to ask their financial advisor about Roth conversions.

Source: Vanguard



Use Roth Calculator
Generate a client-ready one pager

Explore the new tool on our Roth conversion article that creates a custom, one-page summary made to share with clients. 

View article
A professional conversation taking place in a modern office environment, with natural light, computer monitors, and greenery creating a calm, collaborative workspace atmosphere.

Economy & Markets

Economic past, present, and future


Help clients navigate the current state of the economy, understand what’s trending in markets and why, and guide conversations toward solutions.



Use the Market Hindsight Tool to show how past market events could have impacted client portfolios—share the insights with a client-ready PDF that helps build long-term confidence. 



Look ahead utilizing the latest forecasts and analysis from Vanguard experts.

Explore economy & markets


ADVISOR'S ALPHA®

Your firm’s competitive edge


Harness our proven Advisor’s Alpha concept to see how you could generate substantial and more predictable value for clients. 



Dig deeper into behavioral coaching for learnings on client decision-making, effective introductory meetings, and building trust. 



Discover how to optimize your practice with a modern, client-focused approach that attracts and retains investors.

Explore behavioral coaching
Young asian professional business man, focused ethnic male student wearing glasses working on laptop, remote studying using computer looking at screen watching seminar webinar at home office.
Business women working in the office

Finanical planning

A playbook for success

Synthesize client goals and provide roadmaps that bring the big picture into focus without missing the small steps.

Develop action-ready financial plans that cover Social Security costs, estate planning, and retirement planning strategies.

Begin with a deep dive on wealth management for resources on key components of your plans.

Explore wealth management

TAX PLANNING

Solve the tax puzzle



Deliver timely advice on tax-efficient strategies, retirement withdrawals, and estate or trust planning.


Equip clients with straightforward resources that demystify complex tax rules and changing regulations.


Help clients gain a strategic edge with proactive, comprehensive tax guidance that complements their broader financial plans.

Explore tax-efficient investing
Two Businessmen talking in restaurant
Two people facing each other and smiling while standing on a sailboat.

HEALTH CARE

Wellbeing beyond coverage


Provide clear, reliable insights on Medicare, long-term care, and health-related retirement costs.



Empower clients with easy-to-understand resources that simplify complex coverage decisions.



Strengthen trust by integrating and prioritizing care-related guidance within your clients’ financial plans. 

Explore health care cost planning

Have questions about Conversation Studio? Contact us.

Disclosures and footnotes
  • All investing is subject to risk, including 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.
  • Diversification does not ensure a profit or protect against a loss.