This presentation provides actionable instruction for advisors to become better behavioral coaches through:
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Meeting ID: 989 959 8871
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Phone: (929) 205-6099
Code: 989 959 8871#
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.
In today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss an opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.
In addition to one-on-one consultations, there are workshops on a variety of financial topics throughout the day. Stay as little or as long as you’d like.
It’s all free. Bring a friend!
There is no regular lunch meeting this month. Join us at Rhode Island’s largest gathering of financial professionals for a day of networking, continuing education and connecting with important industry vendors.
Presented by FPA of Rhode Island, NAIFA-RI, and RI Society of Financial Service Professionals
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