Vanguard Advisor Alpha: 7 Keys to Maximizing Your Value‐Add to Clients

Dec 5, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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For over 20 years, Vanguard has been quantifying how advisors add alpha beyond investment management. Their seven-module analysis demonstrates that your services can contribute 3% or more in net returns for clients.

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