---
title: Client First | Bernard Del Rey
description: CEO and Founder at Capital Preferences
---

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# Client First

### A Blog from the Creators of TrueProfile

## Bernard Del Rey

CEO and Founder at Capital Preferences

## Recent Posts

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## [Is the Future Advice Model Anchored in Behavioral Coaching?](https://landing.capitalpreferences.com/blog/is-the-future-advice-model-anchored-in-behavioral-coaching)

 Feb 13, 2018, 1:51:30 PM / by [Bernard Del Rey](https://landing.capitalpreferences.com/blog/author/bernard-del-rey)

[0 Comments](https://landing.capitalpreferences.com/blog/is-the-future-advice-model-anchored-in-behavioral-coaching#comments-listing)

Tim Buckley of Vanguard made headlines last month pointing out his team’s [latest research report on advisor value](https://advisors.vanguard.com/iwe/pdf/ISGPPE.pdf?cbdForceDomain=true).  In it, Vanguard encourages advisors to move their focus from portfolios to people.  Of note, the report points to client behavioral coaching as the largest potential contributor to a client’s advice experience – nearly 150 bps, and the only remaining advisor function that is free from the threats of automation. 

[Read More](https://landing.capitalpreferences.com/blog/is-the-future-advice-model-anchored-in-behavioral-coaching)

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