I will always bang the drum for advice, and while I obviously have a vested interest in doing so, I’m absolutely convinced that a good adviser will cover his or her fees many times over by adding value to the relationship in many ways. You could call this Adviser Alpha, and that’s what my guest and I are talking about today…

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In this session:

My guest today is Neil Cowell of Vanguard, an investment company which has done some work recently to try and identify the key areas where an adviser creates value for his or her clients, and to try to put a number on that value.

In this session, you'll discover:

• The seven areas (not an exhaustive list!) that advisers add real value to their clients
• How much value is added, in actual figures!
• Why Vanguard have conducted this research
• How this compares with my own annual fee for clients (hint – I'm really good value)
• …and much more!

Remember that a full transcript of the show is available by clicking the big blue button below:

Resources mentioned in this show

• Vanguard Adviser Alpha website

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I love to read and respond to your comments, so please do join in and share. Question: Do you have any examples of an adviser adding value to your financial situation? If so, how?

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