Client First

A Blog from the Creators of TrueProfile

Bernard Del Rey

CEO and Founder at Capital Preferences

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Is the Future Advice Model Anchored in Behavioral Coaching?

Feb 13, 2018 1:51:30 PM / by Bernard Del Rey

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Tim Buckley of Vanguard made headlines last month pointing out his team’s latest research report on advisor value.  In it, Vanguard encourages advisors to move their focus from portfolios to people.  Of note, the report points to client behavioral coaching as the largest potential contributor to a client’s advice experience – nearly 150 bps, and the only remaining advisor function that is free from the threats of automation. 

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