Professional Services Manager Chris Robinson is obsessed with efficiency and processes. Away from work, he is a gamer, with a preference for factory simulations that require critical thinking, systems-building, and crafting automations. So, even in his leisure time he’s honing his business and technical skills.
Most wealthy people have multiple financial advisors. When a trust officer proves that he or she is also a skilled planner, they can strengthen client relationships and consolidate more assets into their business, Dixon said.
Becky Kelly and Roger Pond, both of the Fiduciary Education Center, will present together twice at the Hunt, Cheetah’s national client conference, Nov. 14-17, in Greenville, S.C. In their general session presentation, they will cover hot topics in the trust business, including lawsuits where trust departments have been sued.
At the Hunt, Marine veteran Josh Bleill will emphasize how strong core values plus a supportive community plus the right technology can fuel positive change. After all, that’s the equation that helped him rebuild his life and become an inspiration for thousands of others to find the courage to shift toward a brighter future.
Accutech Systems Corp. is growing faster than 99.93 percent of privately owned companies in the United States, according to a recent announcement from Inc. magazine.
The gap between clients who want an in-person experience and those ready for more digital approaches can be bridged by one element that’s critical to retaining clients and generating new business: relationship building.
The best hunts have great guides to lead them. And we’ve booked some of the best experts in the field to help you navigate the trust and wealth management landscape during The Hunt, Nov. 14-17, in Greenville, South Carolina.