Fully customized with your brand, our private label program gives you a professional look. And a professional edge.

Your clients. Our expertise.

When we talk about understanding that you own the relationships with your clients, we meant it. But that doesn’t mean we sit passively by, leaving you to fend for yourself when it comes to supporting your business.

 

Your Trust Services Marketing Program – Giving You a True BRAND ADVANTAGE

Our Brand Advantage program is for advisors who believe sustainable wealth management solutions should include trust services. They seek a partner they can rely on to provide expert administrative, marketing, and trust education support as they navigate the trust landscape with their clients.

This is an opportunity to strengthen your brand as you separate yourself from the competition – a true point of differentiation. With Brand Advantage, advisors have access to private label trust, trustee, and trust custody services without the capital outlay, time or added infrastructure required to set up a trust company.

Our Brand Advantage client partners enjoy these program benefits:

  • Creative differentiation in the marketplace
  • Increased brand awareness and deeper relationships with existing clients
  • Opportunities to build relationships with centers of influence
  • Referrals and lead generation; increased and sustained AUM
  • Collaboration with a trust services partner who will never compete with your business

Industry Research Suggests

98% of children fire their parents financial advisor following the death of a parent

82% of advisors say having a trust partner has resulted in enhanced client retention

Clients with at least $1 million in assets almost always use trusts as estate planning tools

In the next 30 years, between $40-100 trillion will be handed down through trusts

Accelerate Your Business

Incorporating trust services with investment management enables truly holistic wealth management for your clients with the opportunity for you to retain assets through generational wealth transfer. The Brand Advantage program accelerates your business offerings by providing:

  • Private label option to market trust services under your own brand
  • Comprehensive orientation and training
  • Marketing road map, consultations, and personal support
  • Marketing collateral and monthly newsletters for end-clients and centers of influence
  • List of attorneys in your area with letters of introduction
  • Reporting and analytics
  • Induction to the Brand Advantage community of advisor firms
  • Trust education and training, including CE accredited webinars for advisors and their guests
  • Mobile app with 24×7 access to information on trusts and estate planning

 

Learn more about our Brand Advantage program and what it can do for your brand. Schedule an appointment today!

Partner with Us

We’re ready to listen.

We’re here to help Trusted Advisors better serve those they advise and build stronger, more meaningful relationships. Schedule a consultation using the options below. 

Call us toll free 8am to 5pm central time. 

877.527.3476

Or, if you’d rather leave us a number, one of our experts will call you.