FYI: Change is coming to the financial advice industry in the form of stricter regulations, downward pressure on fees, and, last but not least, the emergence of technology. While change may provoke anxiety, it can offer an opportunity for advisors to enhance their value by building deeper relationships with clients.
Taking Vanguard Advisor's Alpha®1 to the next generation means offering a spectrum of high-touch services, from behavioral coaching to full-scale wealth management that will help you deepen the trust your clients have in you. Developing a high level of trust may likely propel your business forward by extending the life of client relationships and generating more referrals.
Regards,
Ted
http://www.etf.com/sections/etf-industry-perspective/vanguard-portfolios-people?EXCMPGN=EX:PC:FAS:Sustaining
