Enhancing Your Wealth By Helping Your Clients Enhance Theirs: How Trust Services Can Help Build a Multi-Generational Advisory Business
Featuring Richard P. Trumpler and Kevin J. Batterton
Join us for a breakfast discussion with two seasoned trust professionals about building a multi-generational advisory business through trusts.
When a client dies, his or her heirs frequently change advisors. As a Financial Advisor, with your clients’ assets in trust, you will become closer to the whole family, and likely retain a multi-generational relationship, keeping those assets instead of having to replace them with new clients.
Richard Trumpler and Kevin Batterton will spend an hour discussing with you:
• The difference between an advisor-friendly trustee and a trustee who is competing with you for the management of your clients’ assets
• How virtually any trust can be amended and moved to another trustee, i.e., how you can take away any trust from an unfriendly trustee
• How trusts can enhance your relationship with your clients
Date: Tuesday, August 26, 2014
Time: 8:00 – 10:00 a.m. Breakfast & Presentation
Location: 6 East 43rd Street, 3rd Floor
New York, NY 10017