In this episode, Brent Beardsley, head of advisor solutions at Vanguard, explains how modern advisory firms can add value for clients and coexist with new technology.

Listen now for:

• How financial advice has evolved over the last 25 years.
• What advisors can outsource to free up time for client engagement?
• What advisor activities truly add value for investors.

 

You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

 

Additional resources:

• Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcasts/big-picture-in-practice/financial-advisor-value-proposition
• Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
• Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

 

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