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Ep 44: How Trust Services Can Grow Your Practice
Ep 44: How Trust Services Can Grow Your Practice
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.In this episode, I’m joined by Christopher Holtby, Co-Founder of Wealth Advisors Trust Company, a custodian-neutral trust company based in South Dakota. Christopher brings deep expertise in trust administration and estate planning, helping advisors leverage trust services to expand their practice.
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Episode 44: How Trust Services Can Grow Your Practice
Ep. 44 | Guest: Christopher Holtby
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.
In this episode, I’m joined by Christopher Holtby, Co-Founder of Wealth Advisors Trust Company, a custodian-neutral trust company based in South Dakota. Christopher brings deep expertise in trust administration and estate planning, helping advisors leverage trust services to expand their practice.
Key Takeaways:
✅ Boost AUM – Retain and grow assets under management through trust services.
✅ Prevent Client Loss – Ensure smooth succession planning to keep clients within your firm.
✅ Simplify Wealth Plans – Seamlessly integrate trust distributions into financial plans.
✅ Leverage Estate Attorneys – Build referral relationships to attract trust business.
✅ Choose Wisely – Partner with independent, custodian-neutral trust companies for flexibility and growth.
🔗 Connect with Christopher
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