As an advisor, you may find that defining your value proposition to clients and prospective clients can be challenging. And, on the flip side, clients might have difficulty understanding that value you provide extends beyond the absolute performance of their portfolio.
To address this conundrum, Vanguard researchers developed a mechanism to help advisors demonstrate their value to clients in a quantifiable manner. We found that there is a potential of about 3% in additional net returns can be produced by providing cogent wealth management, financial planning, and guidance.
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