49 min

Serving the Family: How Financial Advisors Can Attract Extended Family and Retain Heirs as Clients The Augmented Advisor

    • Business

Andrew Crowell, Vice Chairman, Wealth Management, D.A. Davidson & Co explains that the path to growth and long-term success for most financial advisors is sitting right in front of them. The children, grandchildren, and other members of the extended families of your clients are the surest path to growing a thriving business. 


In this episode, Andrew shares several strategies and simple techniques that financial advisors can use to attract and retain new business sourced from the family networks of your existing client roster.

Andrew Crowell, Vice Chairman, Wealth Management, D.A. Davidson & Co explains that the path to growth and long-term success for most financial advisors is sitting right in front of them. The children, grandchildren, and other members of the extended families of your clients are the surest path to growing a thriving business. 


In this episode, Andrew shares several strategies and simple techniques that financial advisors can use to attract and retain new business sourced from the family networks of your existing client roster.

49 min

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