Due to it's intangible nature, trust funding can often be hard to sell. In this session we will talk about how to successfully offer trust funding to clients in order to build lasting relationships that last a lifetime, properly effectuate your estate plans, provide more value to clients, all while generating more revenue for your firm. We will give you tips on how to talk about it with clients, how to make a compelling case for why this work is best left to professionals, and how you can use it to showcase your value to clients.

Due to it's intangible nature, trust funding can often be hard to sell. In this session we will talk about how to successfully offer trust funding to clients in order to build lasting relationships that last a lifetime, properly effectuate your estate plans, provide more value to clients, all while generating more revenue for your firm. We will give you tips on how to talk about it with clients, how to make a compelling case for why this work is best left to professionals, and how you can use it to showcase your value to clients.

Due to it's intangible nature, trust funding can often be hard to sell. In this session we will talk about how to successfully offer trust funding to clients in order to build lasting relationships that last a lifetime, properly effectuate your estate plans, provide more value to clients, all while generating more revenue for your firm. We will give you tips on how to talk about it with clients, how to make a compelling case for why this work is best left to professionals, and how you can use it to showcase your value to clients.