Financial planning professionals are called on to address a lot of challenges for their clients, from setting up a sustainable retirement income stream to helping people prepare for the high cost of their children’s college education.
Those services are all of significant importance, but in the experience of Andrew Crowell, vice chairman of wealth management at D.A. Davidson, it is during life’s most difficult moments that advisors can provide the most value and peace of mind to their clients. Whether they are facing an unexpected death in the family or a fast-moving natural disaster, clients need both financial and emotional support, and they deeply appreciate advisors who can provide both.
On this episode of the Ask the Retirement Expert podcast, Crowell joins ThinkAdvisor Senior Reporter John Manganaro to discuss the role advisors can play in helping clients navigate challenges both foreseen and unexpected.
During the discussion, Crowell and Manganaro also cover:
- The importance of advanced estate planning.
- The economic outlook under a second Trump administration.
- The behavioral side of retirement planning and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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