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October 31, 2017

Are Millennials the best and toughest clients?

Are-Millenials-the-best-and-toughest-clients-

Millennials will challenge you. This is a good thing. If you don't adapt to different generations, wants and needs, you have a fuzzy problem. Traditional companies have a hard time marketing to millennials and Gen Z-ers.

In our opinion, we believe corporate America generally misses the mark on how to market and to service these two generations. We admit our corporate trustee services are boring, though important.

Despite this, we are enjoying the process of adapting to the most engaging way to service these younger generations.

Some find it challenging to adapt. Frankly, that is the fun part of the business.

July 16, 2015

Are Your Wealth Management Clients Happy? | Wealth Advisors Trust Company

We all like to think we are the biggest and brightest stars in the wealth management universe, but the truth is, there is a lot of competition out there. Much focus is given to ...

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October 24, 2014

Winner Declared in South Dakota Best Trust Company Faceoff

The best South Dakota trust company is not who you expect. 

It's not Citi or Guggenheim, and they're not “too big to fail” after an independent trust company beats t...

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Christopher Holtby, Trust Educator & Co-Founder

At Wealth Advisors Trust Company, Christopher applies his business building, love of learning, operational, and wealth management expertise to be a Trust Educator. Learning never stops.
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