Advisor's Alpha, How Behavior Shapes Wealth with Michael DiJoseph, CFA

In this episode of Doctor’s Eyes Only, Vestia Partner and CEO Lauren Oschman, CFP®, CDFA®, and Partner & Chief Development Officer Forrest Friedow co-host alongside special guest Michael DiJoseph, CFA, Senior Manager at Vanguard’s Investment Advisory Research Center. Together, they explore Advisor’s Alpha, a research-backed concept from Vanguard that quantifies the value financial advisors provide beyond just investment selection.

The discussion covers how Vestia financial advisors help doctors make better financial decisions, avoid common investment pitfalls, and stay on track with their long-term goals. Mike shares insights from decades of industry research, illustrating how behavioral coaching, tax strategies, and personalized financial planning can add measurable value to a physician’s financial future.

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