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July 12 2018 Member Happy Hour with 1 HOUR OF CE CREDIT!
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July 12 2018 Member Happy Hour with 1 HOUR OF CE CREDIT!

Please join us for our Happy Hour, which will include one hour of CE! We will begin with CE at the University of Virginia facility, and then go to Mad Fox Brewing Company nearby for drinks, appetizers and mingling with colleagues and friends.

7/12/2018
When: 07/12/2017
3:30 pm
Where: University of Virginia Facility
7054 Haycock Road
Falls Church, Virginia  22043
United States
Contact: Peggy Nelson
703-620-1712

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PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE. 

Members: $20 - Non-Members: $40

LIMITED TO THE FIRST 60 REGISTRATIONS DUE TO SPACE LIMITATIONS!

University of Virginia facility, Falls Church, VA

Putting a Value on Your Value: Quantifying Advisor's Alpha

Previously Approved for CFP (Program ID – 241953) and VA Insurance (Program ID – 216934) Pending Approval for our Chapter as the Provider

 

Tom Galgano, CFA

Putting a Value and Quantifying the Advisor’s Support, Management and Coaching to Clients

Overview:

This presentation was developed to support the advisor’s framework. That is, increasing various elements of portfolio construction, wealth management and behavioral coaching, as well as assessing risk and protections needed, based upon client situations that may result in a potential 3% net value add over time. The presentation dives into ways in which the advisor can work with their clients, and essentially add value (i.e., through asset location and/or rebalancing, assessing risk and educating on protections needed). There is data to support the various techniques mentioned, and by putting a quantifiable value on a strategy, essentially helps the advisor with client conversation. As a trusted professional to your clients, they look to you to provide sound advice in trying times. This course discusses the value you can add when you differentiate your skills and practice.

Speaker Biography:

Tom Galgano is a Sales Executive with the Vanguard Group. He is based out of Washington D.C. and supports the RIA financial advisor community in MD, DC, VA, KY, WV and TN. He has spoken at various FPA and CFA events on the east coast on topics ranging from economics to financial planning to investor behavior. He is a CFA charter-holder and graduate of Villanova’s Bartley School of Business. 

Description:

In a world where technology is driving cost compression in every market, why should the advice marketplace be any different? Clients want more services at lower prices. Furthermore, compliance costs are rising while the tabloids are riddled with headlines about the “robo” threat. These headwinds can be daunting for a  fee-based advisor trying to run a sustainable business and drive value for clients. If you ask Vanguard, the secret to surviving in this ultra-competitive landscape is simple. Control what you can. Building a value proposition on the seven modules discussed in this presentation and ensuring that clients appreciate the importance of their proper execution will all but eliminate conversation about fees and underperformance. The biggest risk to your practice is not that you underperform some benchmark. It’s that your clients will leave you. Come learn how much Vanguard thinks financial advice can be worth on an annual basis with Quantifying Advisor’s Alpha. 

 

Drinks and Appetizers will be served at Mad Fox Brewing Company, which is near by! Don't Miss it!

Mad Fox Brewing Company, 444 West Broad Street, Falls Church, VA 22046