Behavioural coaching and the moments that matter
Markets are beyond our control, but advisers play a huge role in helping investors stay on track to reach their goals.
It is during these times that advisers can add tremendous value for their clients through behavioural coaching.
This is something you can be doing proactively, laying the groundwork, setting expectations and reaching agreements right at the beginning of the client relationship. Then, coaching in the moment when clients are reacting to market news.
Behavioural coaching is a key part of delivering value
Implementing the Vanguard Adviser’s Alpha framework can increase the value you deliver, with behavioural coaching as a key component.
Adviser’s Alpha® flywheel
Client-facing documents and templates to help you
Market volatility coaching aid: Recoveries reward patience
Patient and disciplined investors tend to be rewarded in the recoveries that usually follow a downturn.
Market volatility coaching aid: Long-term perspective
Help clients put market downturns into perspective by focusing on long-term market returns.
Market volatility coaching aid: Manage risk
Use this client-friendly document to explain the risk-reducing benefits of a strategic allocation to global bonds.
Thought leadership from the Advisory Research Centre
The Advisory Research Centre
Quantifying Adviser’s Alpha in the UK
The Great Wealth Transfer and legacy planning
Client Connect: The Vanguard Advice Survey
