This presentation provides actionable instruction for advisors to become better behavioral coaches through:
Michael is a Senior Advice Strategist in Vanguard’s Financial Advisor Services department. He is responsible for bringing Vanguard’s thought leadership and methodology to life through technology, content, and service offers. He also regularly acts as an ambassador for Vanguard, speaking at various client and other events including webcasts, podcasts, and media on a range of investment topics.
Previously, he was an Investment Strategist in Vanguard’s Investment Strategy Group, where he published over 25 research papers and articles, primarily focusing on Advisor’s Alpha, Retirement Income, Investor Behavior, and Portfolio Strategy. Michael spent his first few years at Vanguard in a variety of fixed-income roles. Prior to joining Vanguard, he worked in the advice industry as an investment advisor. Mr. DiJoseph earned a B.S.B.A. in finance from Villanova University and is a CFA® Charterholder.
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