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

< 1 minute

Last Updated on June 21, 2022 by Connor Prendergast

In This Episode

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.

Our Guest

Andrew Crowell is Vice Chairman, Wealth Management at D.A. Davidson & Co. Andrew helps to lead D.A. Davidson’s full-service brokerage and money management firm. He also serves as the company’s primary spokesman with the media on all Wealth Management-related topics. 

Click here to learn more about the Moneywise program that Andrew spoke about on the podcast.


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