My job is to be a good steward of my clients’ assets. Whether that means encouraging them to make a decision or exhorting them NOT to make a decision, it is all part of the gig.
Wall Street Steward Blog
Many attorneys are doing a phenomenal job of scaring people into creating trusts. Truthfully, unless some unusual requests are to be made as part of your estate plan, very few people actually need trusts. If that is the case, then WHY do so many people have trust accounts as part of their estate plan?
Just to refresh your memory, if I write a “case study” blog, it is an event that actually happened. I do not make these up, although I might embellish a bit to make the stories more interesting. That is creative license, and believe me, as the reader, you should thank me….if I told these “to-the-detail” how they actually happened, my blog would morph into the prescribed treatment for insomnia.
Over the past 2 years, I have done plenty of branding. This is in stark contrast to my first 15 years in the investment business, when marketing was my flavor.
We are now a full 4 weeks into 2012 – how are those resolutions holding up? I have never understood why we need a new calendar year to decide to commit to something that we know we should have done years ago.
When I first joined Family Trust Federal Credit Union, I was excited to meet with their marketing team. I had been told that they were both talented and dynamic.