Advisor's Alpha, How Behavior Shapes Wealth with Michael DiJoseph, CFA
In this episode of Doctor’s Eyes Only, Vestia Partner and CEO Lauren Oschman, CFP®, CDFA®, and Partner & Chief Development Officer Forrest Friedow co-host alongside special guest Michael DiJoseph, CFA, Senior Manager at Vanguard’s Investment Advisory Research Center. Together, they explore Advisor’s Alpha, a research-backed concept from Vanguard that quantifies the value financial advisors provide beyond just investment selection.
The discussion covers how Vestia financial advisors help doctors make better financial decisions, avoid common investment pitfalls, and stay on track with their long-term goals. Mike shares insights from decades of industry research, illustrating how behavioral coaching, tax strategies, and personalized financial planning can add measurable value to a physician’s financial future.
Topics Covered in This Episode:
- How the role of financial advisors has evolved beyond stock picking.
- What Advisor’s Alpha means and how it quantifies advisor value.
- The impact of behavioral coaching on physician investment decisions.
- How emotions and market fluctuations influence financial choices.
- The role of values-based financial planning in long-term success.
- Why doctors, despite being data-driven, can benefit from financial guidance.
Resources Mentioned:
- Learn more about Wealth That Matters® and financial planning for physicians at Vestia Personal Wealth Advisors.
- Vanguard’s research on Advisor’s Alpha and investment behavior.
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