Helping remove friction for the advisor allowing for a seamless integration of planning and implementation.
Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.
Trucendent is excited to welcome 30-year industry veteran, Sheri Perkins, as our Chief Operating Officer leading the strategy and execution of Trucendent’s solution to solve the complex legacy problem of incorporating estate planning as a core competency in an advisor’s wealth planning services.
Partnership to Digitally Transform the Wealth Transfer Process for Advisors, Their Clients, and Their Clients' Families
As we have written about before, the next ten years offer a huge opportunity to financial advisors who are ready and prepared to grow their business.
MMI is pleased to announce the finalists for the 2021 MMI/Barron’s Industry Awards which recognize innovation and leadership in the investment advisory solutions industry. Our congratulations to the finalists and all the firms that were nominated!
Listen in to hear John unpack the democratization of estate planning, the importance of conversational competency and multi-generational client relationships, and why the difference is not in technology alone but the combination of art and science.
