Ryan Donohue, national speaker for Vanguard Financial Advisor Services, provides perspective on industry trends, and recommends how financial planners can focus on high-value wealth management services to differentiate and thrive in an era of increased and diverse competition for advice. The discussion covers how advisor's alpha provides value beyond portfolio returns, and how advice offerings continue to evolve as well as the current trends in regulations, fees, and technology.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.

Course Objectives
  • Learn about how increased attention yields real business results.
  • Understand that clients care about more than just performance.
  • Learn about ways to find time to shift focus and boost results through technology and managed solutions to streamline onboarding and portfolio construction.
Course Information
Date Presented:
March 20, 2019 2:00 PM Eastern
Length:
1 hour
FPA Member Price:
Free
Non-Member Price:
$49.00
The Evolution of Vanguard Advisor's Alpha: From Portfolios to People
Speaker Information
Ryan Donohue  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Products
Streaming
FPA Member Price:$0.00
Non-Member Price:$0.00