- This event has passed.
CLT – Putting Value on Your Value
Sep 23, 2015 12:00 am
Putting a Value on Your Value – How much is financial advice worth in 2015 and beyond? How about 300 basis points of additional net return annually? The Vanguard Advisor’s Alpha framework has outlined how financial advisors can add value through relationship oriented services such as wealth management and behavioral coaching.
Speaker Bio: Michael A. DiJoseph, CFA