Michael DiJoseph
CFA and senior strategist at Vanguard’s Investment Advisory Research Center, which focuses on investments, wealth management, practice management, and behavioral coaching.
Best podcasts with Michael DiJoseph
Ranked by the Snipd community
16 snips
Jul 7, 2025 • 47min
DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management
Michael DiJoseph, CFA, a senior strategist at Vanguard, and Andres Mazabel, head of Advisor Sales at Trust & Will, dive into the evolving landscape of financial advising. They discuss how estate planning is becoming essential for building trust with clients and boosting returns. The conversation highlights the importance of integrating technology and behavioral coaching in advisory roles. They also reveal surprising gaps in estate planning awareness among Americans and underscore the need for advisors to cultivate deeper emotional connections with clients.
Sep 13, 2023 • 51min
Value of an Advisor and Behavioral Coaching w/ Vanguard’s Michael DiJoseph
Rory talks to Michael DiJoseph, a senior strategist at Vanguard, about decision-making in investing. They discuss the limitations of using common decision-making strategies in the financial markets. They delve into the value of advisors and behavioral coaching in navigating the emotional rollercoaster of investing. The concept of advisor's alpha is introduced, highlighting the added value a financial advisor can provide. They also explore maximizing value in a portfolio through tax efficiency and behavioral coaching. The importance of advisors in helping clients during market downturns is emphasized, along with the concept of creating alternate histories for understanding investment impact.
