Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept. Learn how to apply relationship-oriented services such as cogent wealth management via financial planning, behavioral coaching, and guidance as a primary objective of your value proposition.

Level of Complexity: Overview

Course Information
Course Date:
November 13, 2017
Course Objectives
  • Demonstrate how tax efficiency can help minimize portfolio costs
  • Examine the value you can provide to portfolios by coaching clients to avoid performance-chasing behavior
  • Understand how a well-thought-out strategy can serve as an important emotional anchor for clients during periods of panic or greed in the markets
You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns
Speaker Information
Paul Bosse, CFA  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00