As financial advisors seek ways to add value for their clients, many are highlighting their ability to offer a comprehensive set of services that touch nearly every aspect of a client’s financial life. In an interview with Morey Stettner, D.A. Davidson’s Andrew Crowell discusses the reasons advisors are more often using words such as “holistic” to describe their offerings. The interview is part of “Advisors Go Holistic by Expanding Their Skill Sets,” an article written by Stettner for Investor’s Business Daily.
Read the full article here.