Hurdle Rate, Leverage and Prioritization

Transcript: Tim Buckley, Vanguard’s CEO

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FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. That means a low hurdle rate.

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You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we have the 0% cap.

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Transcript: Tim Buckley, Vanguard’s CEO

Restructuring Compensation And Roles To Align For Growth

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