August 14, 2023

Drew Powers: The Value of Comprehensive Advice in Navigating Long-Term Financial Planning

25 minutes

Meet Drew Powers, a seasoned financial advisor with a fascinating career trajectory. Borrowing insights from his early days of dealing cards at a casino, he understands that probability and statistics aren't intuitive for most people. This realization led him to his calling: helping others demystify complex financial issues. Part mathematician, part risk handler, he advises an array of clients, from medical professionals to law firm owners. His knack for carving out tax savings and managing investments in a 'Zen simple' fashion sets him apart in a field often characterized by jargon and complexity.

Listen to this informative Legacy Leaders episode with Drew Powers about Enjoyment in Financial Advisory, What It Means to Be a Financial Advisor, The Power of Collaboration, Why Choose a Financial Advisor? And The Importance of Collaboration in Estate Planning.

Here is what to expect on this week’s show:

Comprehend the crucial role of unity in bolstering the financial advisory profession

Perceive the heightened interest in openness and independence prevailing in the financial advising community

Learn about the encompassing duties of a financial advisor as a complete consultant

Assess the importance of trust-worthy guidance and referrals in enhancing the quality of financial advice

Realize the issues and biases obstructing the effective learning of estate planning for financial advisors

Connect with Drew Powers:

Website: https://powersfg.com/

LinkedIn: https://www.linkedin.com/in/powersdrew/

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Twitter: https://twitter.com/rodneyhatley

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