Andres Mazabel

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.