Advisor friendly trust company top pick – Wealth Advisors Trust

 The Wealth Advisor, the voice of the financial advisor community, has announced  Wealth Advisors Trust as one of their top picks for advisor-friendly trust companies for 2018.

As the financial world lurches up and down, progress continues in the trust industry.  With vision and an advisor focus, independent trust companies continue to unseat the traditional trust company. 

Let’s face it, the trust industry does not have any interesting features.  Not so long ago the traditional trust industry had no competition; they could deliver client service as they saw fit.  However, we recognize that trust service requires a steady hand, attention to detail and a focus on consistency.  Over the last decade,  independent trust companies solved two problems: 1) client service; and 2) not competing against financial advisors. This gave the rise to advisor-friendly trust companies such as Wealth Advisors Trust.  

Financial advisors realize a growing trend with estate attorney’s – trust assets remain in trust for a lifetime.  Picking a trustee, traditionally, does not normally occur with financial advisors.   With the advisor-friendly structure, using a corporate trustee such as Wealth Advisors Trust makes the process easy.

Source: TheWealthAdvisor

Advisor-friendly trust companies like Wealth Advisors Trust helps financial advisors land new trust accounts by using industry techniques that deliver results. The aging Baby Boomer generation makes holding onto and capturing assets harder.  A large portion of those assets will be trust assets.  The chart below shows how Wealth Advisors Trust helps advisors increase their AUM.

Source: TheWealthAdvisor

Receiving the nomination as a Top Pick for an advisor-friendly trust company is an honor.  We will work hard every day to provide you with the innovation and attention to earn and to keep your trust business.

Leave a Reply

Your email address will not be published. Required fields are marked *

Recent Post
Trusteed IRA SmartIRA

Trusteed IRA – A quiet and powerful Client solution

The IRA market has grown substantially over recent years as the baby boomer generation prepares for retirement. With nearly 40.4% …
Read More

Directed Trusts Made Simple

Most financial advisors are well aware of what directed trusts can do for them and their clients (e.g. increase AUM) …
Read More

Agency trustee services – client focused

Creating a trust requires people to surrender control of that wealth to someone else. For those who worked hard for …
Read More

Loading...