Cheetah News
Because you have direct ownership of separately managed accounts, it offers a lot more flexibility, transparency, and customization opportunities with the framework of a managed product, according to Ryan Nauman, market strategist for Zephyr.
Even our lawmaker’s most noble efforts can create confusion and unintended consequences. Nowhere is this dynamic more evident than in tax law, and that’s why you need a trusted guide to interpret the landscape for you. That guide is Tim Varner.
McHale is one of the presenters at the Hunt, Cheetah’s annual client conference, Nov. 14-17 in Greenville, South Carolina. He will deliver an Executive Track breakout session titled “80% of a Company’s Challenges are People Related: Culture Index Helps Clarify and Solve People Challenges.”
Increasingly, your clients are more likely to be younger, female, and tech savvy. That means the way you engage with them has to change, according to Mike Tropeano, Vice President—Wealth, Bank/Trust and Retirement Consulting, for Broadridge.
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.
“There’s research that shows that when you have emotionally connected clients, they pay more, they don’t balk at costs, they refer people to you, and they do the things that you want them to do.”
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.