Biases like loss aversion and recency bias can skew your clients’ investing decisions, particularly in volatile markets. Vanguard Senior Advice Strategist Mike DiJoseph explains how advisors can overcome common these human biases.

Vanguard: Investment Commentary

S1 E5: Learn to overcome client investing biases

Retirement-age clients may need special attention in down markets. You can learn how to tailor your communication and financial planning to fit recent retirees in this episode of the new Vanguard Advisor’s Alpha® Podcast, part four of a five-part series on behavioral coaching.

S1 E4: Coach retirement-age clients through volatility

How can you help clients through market volatility? Senior Advice Strategist Mike DiJoseph explains how advisors can use behavioral coaching to keep clients focused on their long-term goals during market downturns.

S1 E3: Effectively coach clients through market declines

Behavioral coaching can help you highlight your value to your clients, especially in volatile times like the coronavirus pandemic. Senior Advice Strategist Mike DiJoseph explains two simple behavioral coaching frameworks developed by Vanguard’s Advisor’s Alpha.

S1 E2: Two frameworks help simplify behavioral coaching

The global pandemic has shaken markets and changed the way we interact. What’s the best way to reach out to clients in this new environment? Is it possible to build trust with them when you can’t meet face-to-face? Get answers in this first episode of the new Vanguard Advisor’s Alpha Podcast, part one of a five-part series on behavioral coaching. Vanguard Senior Advice Strategist Mike DiJoseph explains how delivering the right kind of behavioral coaching can help prove your value to your clients in this 14-minute episode. You’ll learn how the switch to mostly digital interaction may even create new opportunities for you to build your business going forward. Future episodes will cover behavioral coaching topics such as talking to clients during downturns, special considerations for retirees and pre-retirees impacted by extreme market volatility, and overcoming human biases that affect both advisors and their clients. Interested in learning more? Check out our Behavioral Coaching Conversations series. Connect with us: Visit our website LinkedIn - Vanguard Financial Advisor Services Twitter -@Vanguard_FA

S1 E1: Use behavioral coaching to build trust with clients

This new in-depth podcast series will provide investment professionals with actionable insights into markets, the economy, and investing—all with an ongoing focus on portfolio construction, behavioral coaching, and wealth management.

Trailer: Welcome to the Vanguard Advisor's Alpha Podcast

In this 16-minute podcast, Frank Chism, Vanguard senior product manager, lays out the ABCs of commodities investing and explains Vanguard Commodity Strategy Fund.

Discovering Vanguard’s new commodity fund

In this podcast, Vanguard Senior Data Analytics Manager Carrie Xu explains the differences in how men and women investors are using their mobile devices to interact with their investment accounts.

Mobile or desktop? Our research on how investors are interacting their accounts

In this 13-minute podcast, Vanguard Equity Product Manager Drew Schneider helps make sense of what it means to invest in ESG products and why ESG investing doesn't mean your clients have to sacrifice return.

Why ESG investing matters and how to approach it

In this 15-minute podcast, Vanguard Wealth Planning Analyst Jenna McNamee shares best practices for implementing a smart rebalancing strategy.

Podcast: Three best practices for smart rebalancing

Podcast: Vanguard Investment Analyst Kimberly Stockton explains how TIPS can play a strategic long-term role as ballast and a diversifier in a portfolio.

Practical strategies for adding TIPS to a portfolio

Vanguard ETF product management expert Rich Powers provides investors with exciting highlights of the recent Inside ETFs conference.

Podcast: Inside “Inside ETFs” 2019—a ringside seat at the conference

In this podcast, Vanguard economist Josh Hirt discusses our expectations for the global economy and the markets in 2019 and beyond.

Podcast: 2019 Economic and market outlook

In this podcast, Senior Investment Strategist Chris Tidmore discusses active management insights and misconceptions.

The truth about active management myths

In this 14-minute podcast, Vanguard Senior Tax and Wealth Planning Specialist Jackie Youssef tells advisors how the new tax law affects clients' tax planning.

Learn how new U.S. tax law can affect deductions

A monthly series offering perspectives on events and trends affecting the economy, the financial markets, and investment management.

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Vanguard: Investment Commentary

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