Investing is an emotionally charged effort that challenges people to contend with uncertainty and doubt. The Vanguard Advisor's Alpha TM guide to proactive behavioral coaching offers ready-to-implement tools and strategies that can help advisors guide clients past uncertainty to reach their goals. With behavioral coaching, and by keeping the focus on the "3 Ps" of planning, proactivity and positivity, advisors can add considerable value to their client relationships. The future is uncertain for everyone. Often, it's how people—clients and advisors alike—deal with this uncertainty that leads to better, mutually beneficial outcomes.
Read our research on proactive behavioral coaching for the tools and strategies necessary for guiding clients past uncertainty.