Artwork for podcast The Prosperous and Happy Life
#40: How much is good investment advice worth? Vanguard’s research has the answer.
Episode 406th November 2025 • The Prosperous and Happy Life • Mary Hagerman
00:00:00 00:28:21

Share Episode

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

Subscribe to The Prosperous and Happy Life podcast on Spotify

Keep up to date with Mary by subscribing to her newsletter on The Mary Hagerman Group

Follow Mary Hagerman on LinkedIn and on Facebook

Do not hesitate to contact us at mary.hagerman@raymondjames.ca 


Chapters

Video

More from YouTube