Ask your clients
The Golden Questions
Help clients maximize their wealth.
For your clients that currently have a trust, we can assist you in educating them on the benefits of a corporate trustee and the process of replacing a trustee.
Start the conversation during your next annual review! Ask your client:
- Are you or anyone in your family involved with a trust?
- When was the last time your trust was updated?
- Are you happy with your current trust provider?
Advisors who start asking The Golden Questions consistently find and win new business.
Most clients are unhappy with their existing trustee for a myriad of reasons, and few know where to turn. You are already trusted — so start the discussion knowing that we are here to help.