The only source for a complete listing of trust firms that welcome wealth managers & investment advisors
This special report explains what you need to know to know to gain quality trust services for your clients. PLUS, how to protect your client relationships without handing them off to a firm that might take accounts away from you if your client passes away or becomes disabled.
Download your copy of 2017 America's Most Advisor-Friendly Trust Companies to learn:
- What you need to know about favorable trust states
- How to use trusts to capture more assets and retain your clients longer
- How you and your client can benefit from a trust company relationship
- How to get started and more...
This report is complimentary. There is no obligation, of course.