Wealth Advisors Trust Company Blog

    May 31, 2022

    Rethinking Growth Strategies for Financial Advisors

    Let’s make this clear: The investment-only advisor is going the way of the dinosaur. The financial planning-centric financial advisor will be treated like a celebrity by their clients and by supporting vendors (e.g., friendly trustees).  Allowing for a growing financial advisor practice. 

    May 23, 2022

    Treating financial advisors like celebrities

    When it comes to describing trust administration, most people wouldn’t say what they do is “fun” or “disruptive.” But Wealth Advisors Trust Company does. And that’s a bi...

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    May 15, 2022

    Turning America's Economic Lemons into Lemonade

    [Side note: Term paper submitted by Christopher Holtby for his Harvard 2022 Spring semester class.]

    ...

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    Christopher Holtby, Chief Learning Officer

    At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise gained at Ernst & Young to be the Chief Learning Officer. Learning never stops.
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    Recent Posts

    May 3, 2022

    Keep It Personal - Old School Communication

    You are a successful advisor. Like any superstar athlete practicing the fundamentals, this article adds a few extra tools to keep your winning. I have ADD, so each section lists the device in theFalse

    April 17, 2022

    Current and Future State of the US Economy

    " But they nevertheless hate to miss a single minute of what is one helluva party. Therefore, the giddy participants all plan to leave just seconds before midnight. There's a problem, though: TheyFalse

    April 11, 2022

    $50 million - Goldilocks net worth amount?

    I have no dog in this hunt arguing whether $50 million is or is not the Goldilocks net worth amount for you.

    What is the Goldilock’s net worth amount in America?

    It’s partly the money. This essayFalse

    January 16, 2022

    2021 Winner Most Pioneering Trust Administration Company Award

     

    Making waves in the 700-year-old trustee industry since its founding, Wealth Advisors Trust Company (WATC) has proven that not abiding by the status quo can lead to a mountain of success. The NewFalse

    December 2, 2021

    Dallas-Fort Worth's Best Financial Planners (financial advisors) 2021

    Everybody wants to know whom to choose for their financial planning needs. Finding a financial advisor best suited for your needs can be tricky. As a trust company created for wealth advisors, weFalse

    March 20, 2021

    Advisor Friendly Trust Company 2021

    This post will cover the important of what an advisor friendly trust company in 2021 means for financial advisors and their clients. 

    This post will include:

    • Explanation of why trustee services areFalse