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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

Speaker Bio: Michael A. DiJoseph, CFA

Details

Date:
Sep 23, 2015
Time:
12:00 am
Event Category:

Venue

Morton’s the Steakhouse
227 W Trade St #150
Charlotte, NC 28202 United States