National Advisors Trust Now Signing Previously Reluctant RIA Relationships

Wednesday, March 23, 2011 23:52
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National Advisors Trust Now Signing Previously Reluctant RIA Relationships

Advisor-owned trust company National Advisors Trust has continued to ramp up its service platform over the years and is now capturing relationships that once would've ignored it.

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Wescott Financial Advisory Group is the latest member of the National Advisors Trust family -- despite taking a pass on joining a few years back.

 

Now that National Advisors Trust has a true "turnkey" referral system that lets advisors pass trust business up to the company and actually come out ahead, it's boosted its own growth as advisors like Wescott sign up.

 

It's an interesting model, and as Wescott management notes, for many RIAs it's the best option compared to either buying an existing trust company to recommend to clients, building one from the ground up, or somehow finding a bank or other institution willing to cooperate.

 

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