Adviser's Alpha guide to proactive behavioural coaching
24 April 2020 | Practice Management
Investing is an emotionally charged effort that challenges people to contend with uncertainty and doubt. The Vanguard's Adviser's Alpha Guide to Proactive Behavioural Coaching offers ready-to-implement tools and strategies that can help advisers guide clients past uncertainty to reach their goals. With behavioural coaching, and by keeping the focus on the "3 Ps" of planning, proactivity, and positivity, advisers can add considerable value to their client relationships. The future is uncertain for everyone. Often, it's how people—clients and advisers alike—deal with this uncertainty that leads to better, mutually beneficial outcomes.