What makes great financial advice?

01 November 2018 | Webinars


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One thing to get right to transform your business? It’s not trust. It’s not satisfaction. It’s the interplay between the two. That was the surprise finding of Vanguard’s 2018 Adviser-Client Survey. Special guest Alan Smith, founder and CEO of Capital Asset Management, and Garrett Harbron, head of wealth planning research at Vanguard Europe, will explore some of the key underlying drivers of trust and satisfaction in advised clients, and look at ways financial advisers can improve their standing and transform their business. Be sure to join them at 2pm on Tuesday 20 November on our regular monthly adviser webinar.


Join the debate on a webinar on 2pm on Tuesday 20 November.


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Important information

This email was produced by Vanguard Asset Management, Ltd. It is for educational purposes only.

This email is directed at professional investors and should not be distributed to, or relied upon by retail investors.

This document is designed for use by, and is directed only at persons resident in the UK.

The material contained in this email is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information in this document does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions.

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.

The opinions expressed in this email are those of individual speakers and may not be representative of Vanguard Asset Management, Ltd.

Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.

© 2018 Vanguard Asset Management, Limited. All rights reserved.

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