Financial Advisors Want To Know Podcast

Financial Advisors Want to Know: How Trust Services Can Grow Your Practice - Ep. 44

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms

Christopher Holtby is a Co-Founder of Wealth Advisors Trust Company, an administrative custodian-neutral trust company, based in South Dakota. He began his career as a financial analyst at May Department Stores.

Podcast takeaways:
Boost AUM: Trust services help retain and grow assets under management.
Prevent Client Loss: Review successor trustees to avoid losing clients when they pass away.
Simplify Wealth Plans: Integrate trust distributions seamlessly into client financial plans.
Leverage Estate Attorneys: Build referral relationships to win new trust business.
Choose Wisely: Partner with independent, custodian-neutral trust companies for flexibility and growth.

Connect with Christopher:
https://www.linkedin.com/in/christopherholtby

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
[email protected]

Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you

Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9

Visit us at DominionEs.com

Connect with Catherine on LinkedIn