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March 7, 2019

Advisors in Transition - 3 Easy Tips [Checklist]

Advisors in transition have reached a pain point needing a solution. They want a natural and easy solution to solve that pain point.

Examples of those pain points: Large wirehouses taking 50% or more of the revenue; stale RIA firms with no succession plan and/or a need for intellectual freedom in this new world; and more.

Any advisor in transition starts the search with the Internet. The success of any advisor in transition depends on 3 easy tips.

First, let's talk about why these tips work by looking at the past, present, and future of the financial advisor industry. 

February 6, 2019

Top Choice for an Advisor Friendly Trust Company

The independent journalists at The Wealth Advisor, the voice of the financial advisor community, has selected Wealth Advisors Tr...

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October 7, 2018

How a Bank Trustee Must Understand Millennials

A bank trustee works with clients from the WWII to millennial generations. They generally each have a unique set of characteristics. Of course, no generation is the same.

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Christopher Holtby, Trust Educator & Co-Founder

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise to be a Trust Educator. Learning never stops.
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March 18, 2018

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