TRAP: The Real Adviser Podcast 93 - MADISON McCALL: At The Vanguard of Full Fat Financial Planning
12 snips
Mar 26, 2026 Madison McCall, Senior Multi-Asset Product Specialist at Vanguard who oversees LifeStrategy and multi-asset solutions in Europe. She discusses Vanguard’s LifeStrategy fee cuts and a new global version. She explains Vanguard’s advisor research and tools, the rise of blended indexed-plus-active solutions, and innovation in planning and behavioural support.
AI Snips
Chapters
Books
Transcript
Episode notes
Combine Broad Data Emails With Personalised Videos
- Use a two-tier communication approach: send a CIO-led data email to all clients and follow up with short personalised videos for those needing reassurance.
- Carl suggested 30–60 second videos from private client managers to check in personally.
IFAs Finding Better Lending Options
- New lender options for IFAs: Carl Delevocci shared a friend's experience getting better, simpler financing from Allica Bank.
- He also mentioned Bradley Douglas's Blackridge Advisory as a startup lending specifically to advisory firms with supporting KPI services.
Advice Firms Built Around Tech-First Acquisition
- New advice-first firms are building end-to-end tech stacks to acquire clients at low cost.
- Carl Delevocci highlighted Adam Dell’s Domain Money: CFP advisers supply advice while tech handles prospecting and onboarding, enabling lower client minimums and revenue sharing.
