1. Kevin Hughes | Senior Enterprise Account Manager
The Wake-Up Call
Kevin Hughes | Senior Enterprise Account Manager

2. Creators of:

3. #1 financial planning software
Goal-based financial planning
5 million + plans
$4 trillion + assets

4. Some of our clients

5. “ “ Everyone needs and deserves a quality financial plan.
-PIEtech, Inc.

6. What’s driving change? 2 3 1
Competition
DOL
Consumers

7. We’ve reinvented personal financial advice to help you earn more over time and pay less when you partner with a Vanguard advisor.

8. Your partnership with a Vanguard advisor is at the heart of our service. An advisor works closely with you to develop a customized goals-based financial plan according to your unique situation—and can manage your portfolio throughout your retirement years.
you get it all at a low cost—only 0.30% of your
assets under management annually.

9. New Helps you set, track and work toward your savings and income goals
New Helps you set, track and work toward your savings and income goals. Watch video

10. clients have a relationship
How many of your
clients have a relationship
with a bank?

11. What’s driving change?
DOL

12. If every advisor is a fiduciary, and product offerings and fees are the same everywhere, you only have three areas in which you can differentiate yourself: 1
Competition
DOL
Consumers 2 3

13. – Marcia Wagner, Esq Wagner Law Group
“The risk and personal liability under ERISA are not worth finding out whether it is possible …plus, holistic planning is better.”
– Marcia Wagner, Esq Wagner Law Group

14. Our experience with large firms
New commitment
to planning
Deliver plans to
every customer

15. What’s driving change?
Consumers

16. We must help you Provide a quality plan to every client 1
Add human value
Make planning friendly
Do it all efficiently 2 3

17. “ “ Everyone neds and deserves a quality financial plan.
-PIEtech, Inc.

18. Minimum requirements for a quality plan1
Truly understand your client
Health care
Social Security
Risk 2 3 4 5
Longevity
Results
Add human value 6 7

19. To build a quality financial plan, press the button!
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