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For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In!
Manage episode 410448113 series 3380761
İçerik Evan J Mayer tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Evan J Mayer veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it makes sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a financial advisor should consider a different career path. I hope you give it a listen!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
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