(see their opinions below)
Expanding on knowing what you don’t know gives you context to help clients make wiser financial, investment and legacy planning decisions.
Information given in a quick read format (a.k.a. 60 seconds or less) respects your time.
Knowledge builds from accumulated information and wisdom and makes an advisor a client’s thought leader.
“Wealth Advisors Trust professionals relieve the uncertainty of switching trusted advisors at precisely the most delicate time, during client major wealth transfers. Hire these guys with confidence to ensure your client relationships endure transitions and thrive!”
“Christopher’s newsletter always leaves me thinking about one way, or sometimes more, to strengthen the relationship I have with clients.”
“WATC’s newsletter is a quick read and worthy of a scan. Sometimes there is an idea or pdf download useful for my practice or clients.”
“Being a Certified Financial Planner for over 30 years and specializing in estate planning for high net worth clients, it is always so nice to receive updates on what’s new in the world of trust administration. Your newsletter is an easy read and I usually can read the update in five to ten minutes. I really appreciate the marketing concepts that you highlight from time to time and the flowcharts you provide. They really make it easy to communicate a complex concept when talking to clients.”
“The trustee/trust newsletters are fantastic. These articles and commentary give me insights to the world I live in but do not Specialize in for my Financial Advisors. The more information I have for the Advisor the more conversations I can have and create other opportunities and solutions for their clients. It’s a win, win for everyone.”
“As a financial advisor business owner, I am often overwhelmed by the number of emails and phone calls I receive. Many times, it is information I am not interested in. When I get Wealth Advisor’s Trusts newsletter, I know it is from a credible source, is well thought out and I find value in the content.”
“The monthly newsletter provides fast and useful ideas to help our clients understand the value of trust creation and management options available to them.”
“Great resource. I highly recommend it. As a comprehensive financial planner, I appreciate the quick-read newsletters Christopher Holtby provides.”
“I read the Wealth Advisor Trust Co. newsletter to give myself a little bit of an advantage. Being able to talk “trust” with clients and have a knowledgeable conversation… opens the potential to help my clients.”
“In an age where we are often inundated with email, I make it a point to read Christopher’s newsletter every time. His advice is current and gives us an edge with the types of clients we serve and those we want to serve.”
Read it in 60-seconds or less each month and stay on top of the trusts, trustees, trustee industry, and corporate trustees.
Christopher is a lifelong learner & achiever.
Currently, he is a Co-Founder of a trust company created for wealth advisors and working towards his master's degree in history at Harvard University. His career started as a financial analyst with May Department Stores, leading to working at Ernst & Young in their family office group.
Working to solve business puzzles is Christopher's driving motivator. It influences his writings on LinkedIn, monthly newsletter, and the company's blogs.
He lives in Dallas with his wife and three sons and enjoys skiing, mountain biking, hiking, reading history, and watching and participating in sports with his sons.
“Wealth Advisors Trust professionals relieve the uncertainty of switching trusted advisors at precisely the most delicate time, during client major wealth transfers. Hire these guys with confidence to ensure your client relationships endure transitions and thrive!”
“Christopher’s newsletter always leaves me thinking about one way, or sometimes more, to strengthen the relationship I have with clients.”
“WATC’s newsletter is a quick read and worthy of a scan. Sometimes there is an idea or pdf download useful for my practice or clients.”
“Being a Certified Financial Planner for over 30 years and specializing in estate planning for high net worth clients, it is always so nice to receive updates on what’s new in the world of trust administration. Your newsletter is an easy read and I usually can read the update in five to ten minutes. I really appreciate the marketing concepts that you highlight from time to time and the flowcharts you provide. They really make it easy to communicate a complex concept when talking to clients.”
“The trustee/trust newsletters are fantastic. These articles and commentary give me insights to the world I live in but do not Specialize in for my Financial Advisors. The more information I have for the Advisor the more conversations I can have and create other opportunities and solutions for their clients. It’s a win, win for everyone.”
“As a financial advisor business owner, I am often overwhelmed by the number of emails and phone calls I receive. Many times, it is information I am not interested in. When I get Wealth Advisor’s Trusts newsletter, I know it is from a credible source, is well thought out and I find value in the content.”
“The monthly newsletter provides fast and useful ideas to help our clients understand the value of trust creation and management options available to them.”
“Great resource. I highly recommend it. As a comprehensive financial planner, I appreciate the quick-read newsletters Christopher Holtby provides.”
“I read the Wealth Advisor Trust Co. newsletter to give myself a little bit of an advantage. Being able to talk “trust” with clients and have a knowledgeable conversation… opens the potential to help my clients.”
“In an age where we are often inundated with email, I make it a point to read Christopher’s newsletter every time. His advice is current and gives us an edge with the types of clients we serve and those we want to serve.”
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