Gaining Perspective

While Covid-19 appears to be dissipating with the rollout of the vaccine, there is a persistent financial literacy epidemic that threatens the financial futures of millions. Financial advisors can serve as an antidote to this epidemic. My guest Andrew Crowell, is here to talk about how financial literacy programs, like the one that his firm, D.A. Davidson, offers in partnership with the YMCA, can positively impact urban communities and set teenagers up for financial success.

Show Notes

While Covid-19 appears to be dissipating with the rollout of the vaccine, there is a persistent financial literacy epidemic that threatens the financial futures of millions. Financial advisors can serve as an antidote to this epidemic. My guest Andrew Crowell, is here to talk about how financial literacy programs, like the one that his firm, D.A. Davidson, offers in partnership with the YMCA, can positively impact urban communities and set teenagers up for financial success.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.