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DiJoseph and Mazabel: Estate Planning Is the New Advisory Power Play | Holistic Guide to Wealth Management

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Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.

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By Rory Henry CFP®, BFA™
For CPA Trendlines

In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two steps ahead of your clients. It means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. 

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BUY the Holistic Guide to Wealth Management

As you’re probably sensing, we’re not just in the business of numbers today. We’re in the business of behavior and relationships. That’s the message during the latest Holistic Guide to Wealth Management book panel featuring Michael DiJoseph, CFA, a senior strategist at Vanguard’s Investment Advisory Research Center, and Andres Mazabel, head of Advisor Sales at Trust & Will. The discussion unpacks what 25 years of Vanguard’s Advisor Alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations. 

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Papin: A Bold Blueprint for Modernizing | The Concierge CPA

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This interdisciplinary approach offers a glimpse into the future of the accounting profession.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

Papin, founder of both Papin CPA and Papin Law, brings a rare blend of legal, accounting, and advisory insight under one roof. Based in Edmond, Oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

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Papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. That stuck. Years later, Papin is that lawyer—and CPA—bringing the skipped chapters into focus for his clients. His multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“Small business owners often need to pull five levers to get all the professionals they need in one room. I decided to be all five,” Papin quips.

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Huber: From Noise to Noteworthy | Accounting Influencers

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Ditch bland blogs and craft content that actually converts.

 

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Accounting Influencers
With Rob Brown

In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be.

Instead of cranking out generic updates and lifeless newsletters, Huber challenges firms to rethink their approach. “Content is more than a checkbox. It’s your chance to stand out, show what you know, and shape how people perceive your firm,” he says.

Despite his statement, Huber does offer two checklists for evaluating and producing lead-generating content.

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