Advisor's Alpha: Unlocking the True Value of Financial Advice

Discover the key to maximizing your financial future as Julina Ogilvie interviews Maria Quinn, Senior Advice Strategist at Vanguard. From behavioral coaching and tax-efficient strategies to building trust and optimizing portfolios, this episode reveals how financial advisors can deliver a 3% "Advisor Alpha" and guide clients through every phase of life.

Show Highlights:
Vanguard and their role (2:11)
Advisor Alpha, starts with 3% (4:36)
The importance of behavioral coaching (9:52)
Optimal portfolio construction and asset allocation (14:41)
Common fees investors overlook (20:12)
How advisors can create tax efficiency in a portfolio (24:58)
Spending strategies (30:19)
The role that trust plays (35:01)
How advisors can continue to offer advice at each phase of a client (38:57)
The power of 3% from an advisor (44:27)

Connect with Julina Ogilvie:
Website
YouTube
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Email- jogilvie@principlewealthpartners.com

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180