CPA Trendlines Podcasts DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management
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Jul 7, 2025 
Michael DiJoseph, CFA, a senior strategist at Vanguard, and Andres Mazabel, head of Advisor Sales at Trust & Will, dive into the evolving landscape of financial advising. They discuss how estate planning is becoming essential for building trust with clients and boosting returns. The conversation highlights the importance of integrating technology and behavioral coaching in advisory roles. They also reveal surprising gaps in estate planning awareness among Americans and underscore the need for advisors to cultivate deeper emotional connections with clients.
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Advisors Alpha Concept Explained
- Advisors Alpha measures the added value advisors provide beyond portfolio management.
- It includes financial planning, tax strategies, behavioral coaching, and client service.
Shift to Holistic Financial Advice
- Financial advising has evolved from focusing solely on portfolio performance.
- Holistic services like estate planning now provide deeper client value and legacy planning.
Estate Planning Deepens Client Trust
- Estate planning tech like Trust & Will improves client engagement and advisor value.
- It helps advisors deepen relationships by addressing clients' fears and values.
