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

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