☛ SPECIAL OFFER: Save $50 on a PLATINUM membership NOW!

In today’s rapidly evolving AI landscape, where technology can handle routine tasks, market analysis and other technical aspects of your work, the true differentiator for Financial Advisors like you lies in mastering soft skills. And now through Oct 25, we’re offering you an opportunity to save $50 on the annual PLATINUM membership fee and tap into the wisdom and inspiration I share based on my 50+ years of experience in the industry.

☛ See offer details and promo code

Offer's good for new members, upgrades & renewals, ends 10/25.

To Prospective Subscribers

Dear Prospective Subscriber:

If you’ve clicked over to this letter then you’re obviously interested in taking your career to the next level. Let me tell you how I can help.

Read More

Get Don's Weekly Tip

Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.

Don With Christopher Holtby

View a Printer Friendly version of this page, allowing you to print the page. Send a summary of this page to someone via email.

Here is an idea that could easily increase your AUM by ten percent or more.

You may very well have clients with trusts set up and run by corporate trustees who both administer the trust and manage the money. It only makes sense that you manage the money instead and an independent trust company administers the trust. You get the revenue and the assets become portable should you ever change firms. You need to have this discussion with your clients and with attorneys and CPAs in your town.

Christopher Holtby is a co-founder of Wealth Advisors Trust Company. In this thirty-five-minute interview, Christopher tells you who to talk to and what to say in order to prospect this very lucrative market. He explains that his company will do all the heavy lifting. You give Christopher a copy of the trust document (He calls it the map) and then you stand back. Wealth Advisors Trust Company will do the rest.

I love this concept because it gets you talking to those people who can have a huge impact of your career.



Sorry this page is available to subscribers only.
If you're not a subscriber why not join today? Click here to view your subscription options.

You will be given immediate access to your subscription level content on the site.

If you are already a subscriber, please login.

If you believe you should be able to view this area then please contact us and we will try to rectify this issue as soon as possible.