Business
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