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2min chapter
Vanguard's Maria Quinn: An 'Amazing' Opportunity Is Here for Advisors
Barron's Advisor
Measuring the Impact of Financial Advice
This chapter explores the challenges of quantifying the benefits of financial advice, noting both tangible and intangible qualities. It reviews historical research indicating that clients can gain significant advantages, potentially adding 3% or more to their financial outcomes through professional guidance.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode