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.
July 31st
1:00 - 2:00 pm PT
Virtual Event