Big Picture In Practice

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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