Shownotes
In this episode of The Prosperous and Happy Life, I sit down with Colleen Jaconetti, Senior Manager at Vanguard’s Investment Advisory Research Center and one of the original authors of Advisor’s Alpha, to explore how the value of advice has evolved.
In this episode, you’ll learn:
- What Advisor’s Alpha really means, and why it matters
- How behavioral coaching can add up to 3% in net returns annually
- Why empathy, discipline, and trust are the new cornerstones of financial advice
- What remains uniquely human in an increasingly automated world
Whether you're an investor or an advisor, this episode will reshape how you think about the true value of guidance.
Thank you for listening
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