As an adviser, you know the value you add to your clients’ financial health. But do you always target your efforts to the areas clients most appreciate? And do you always know how best to explain what you do?
Drawing on years of in-depth research, Vanguard's Adviser’s Alpha breaks out the seven critical benefits that advisers offer clients.
Strategic asset allocation is the most important driver of long-term performance. It is fundamental to investment success and therefore to Adviser’s Alpha. It is not about maximising returns. The essence of asset allocation is to make use of the long-term characteristics of financial markets to fulfil a client’s life goals.
Points for client discussions
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.