Month: September 2023
The WealthStack Podcast: Democratization and Digitization of Estate Planning with Andres Mazabel

The WealthStack Podcast: Democratization and Digitization of Estate Planning with Andres Mazabel

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More than 60% of families in the U.S. do not have a plan to protect their loved ones. Estate planning can have several moving parts, and many people get turned off by the process. But, Trust & Will is on a mission to make estate planning simple and affordable—with the end goal to make it accessible to everyone.

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Andres Mazabel, Head of Advisor Sales at Trust & Will, about how they’ve helped streamline estate planning for thousands of advisors.

Shannon and Andres discuss:

  • How advisors can incorporate estate planning into their practice
  • Why more Americans need to get their trust and estate “house” in order
  • Why the demand for estate planning is booming among millennials
  • What the great wealth transfer means for advisors in the context of estate planning

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About Our Guest:

Andres Mazabel is the Head of Advisor Sales at Trust & Will. After spending 10+ years in private banking, he’s now on a mission to help advisors implement estate planning and deliver more comprehensive planning. Andres views estate planning as a huge opportunity for financial advisors to deepen relationships, add value, and implement legacy planning conversations. Trust & Will now works with over 8,000 financial advisors nationwide to help solve the fact that more than 60% of individuals don’t have an estate plan in place.



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The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin

The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin

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*Since recording this episode, Onramp Invest has been acquired by Securitize, with a mission to expand alternative asset access for RIAs.

The advent of digital assets has led to the development of new financial products with the ability to profoundly change where and how wealth is invested. Fortunately, Onramp is on a mission to bring together everything financial advisors need to safely invest in an array of digital assets for their clients.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Eric Ervin, CEO of Onramp Invest, about wealth management in the age of digital assets. 

Shannon and Eric discuss:

  • Why tokenization is a key driver of digital asset adoption
  • The opportunities and challenges advisors face when approaching digital assets
  • What’s happening in the regulatory space when it comes to crypto and digital assets
  • What this all means for the custodial landscape

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About Our Guest:

Eric Ervin is the CEO of Onramp Invest. After nearly 20 years at Morgan Stanley in wealth management, in 2011, Eric Ervin founded Reality Shares, a firm known for innovation in Exchange Traded Funds. The firm’s first ETF, DIVY, was the first ETF based entirely on the dividend swap market. He also pioneered DIVCON™, a quantitative method for analyzing and ranking companies according to their dividend health. As the portfolio manager on seven publicly traded funds as well as other private funds, he has demonstrated expertise in alternatives e.g., dividend swaps, long-short equity, and quant-based cryptocurrency strategies. He is passionate about driving innovation in financial markets, he is a member of the CFTC Virtual Currency Subcommittee for the Technology Advisory Council, he is also regularly featured in the Wall Street Journal, New York Times, Barron’s CNBC, Bloomberg, and other media outlets.



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