Value of an Advisor + Estate Planning w/ Vanguard & Trust & Will
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Rory Henry
Michael DiJoseph CFA
Andres Mazabel
Learn more about
Arrowroot Family Office
Vanguard
Trust & Will
Value of an Advisor + Estate Planning w/ Vanguard & Trust & Will
In this episode, Rory speaks with Michael DiJoseph, Senior Strategist at Vanguard’s Investment Advisory Research Center, and Andres Mazabel, Head of Advisor Sales at leading estate planning platform Trust & Will, about their contributions to Holistic Guide to Wealth Management and the evolving value of financial advice. Michael breaks down Vanguard’s 25-year Advisors Alpha study, revealing how advisors can deliver meaningful value through behavioral coaching, tax loss harvesting, and more — that can potentially add net returns up to or even exceeding 3%. Andres shares how modern estate planning technology is reshaping client engagement, boosting completion rates, and helping advisors build trust across generations. Discover why emotional trust is now the driving force behind client loyalty, and how integrating estate planning into your process is not only a powerful retention tool but also a gateway to next-gen relationships. Are you ready to deliver peace of mind, deepen client connections, and offer long-term value beyond the portfolio? Learn best practices from the leaders at Vanguard and Trust & Will in this value of the modern advisor conversation with Michael, Andres and Rory.
