Cheetah News
Grow your trust business with financial planning
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.
Get the scoop on lawsuits, artificial intelligence at the Hunt
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.
Be inspired—one step at a time—at the Hunt
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. again among fastest growing private companies
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.
Five ways trust and wealth managers can improve the client experience
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.
Passionate about her clients and her community
“I love when a client recognizes that there is something they can change that will make their life easier. Seeing our clients be successful is almost addictive.” – Wealth Management Consultant Iris Lewis-Beasley.
Get a sneak-peek look at sessions for The Hunt 2023
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.
Technology doesn’t replace relationship building, it enhances it
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.
When — and when not — to hire a software consultant
Technology consultants help companies determine which enterprise software programs to buy for their workforce. They gather information, engage vendors, and make recommendations. And within this niche of consultants there is an even smaller niche for those who specialize in financial and banking software.