Jul 31, 01:00 PM - 02:00 PM (MT)
Twenty-five years ago, Vanguard developed the Advisor’s Alpha framework to help advisors improve client and practice outcomes by focusing on what clients want and what advisors can control. Vanguard’s research shows that relationship-based services often lead to increased retention and referrals, ultimately growing business.
Join us for this exclusive webinar presented by Vanguard’s Chris Pettit, which will provide:
A reflection on the evolution of the Advisor’s Alpha framework over the past 25 years.
The evolution of the advice industry alongside
Advisor’s Alpha.
Opportunities for advisors and their clients today.
Presenter:
Chris Pettit, CFA, CFP®, CAIA®, is a senior manager in Vanguard Investment Advisory Research Center creating thought leadership in the areas of investments, wealth management, and behavioral coaching. Prior to his current role, Mr. Pettit was a senior investment director in Vanguard Portfolio Review Department, where he led a team in oversight and manager search focused primarily on active taxable fixed income and domestic growth funds and managers. He joined Vanguard in 2013 and began working in the Portfolio Review Department in 2014. Mr. Pettit earned a B.B.A. from the University of San Diego and an M.B.A. from Arizona State University. He also is a CFA®, CFP, and CAIA charterholder.