The REPRESENTED Series
The REPRESENTED series features financial professionals of color sharing their journey in the financial industry or sharing their knowledge of specific financial subjects.
The 'Represented' Series
Represented Series | Antoine Burell, Senior Associate, Business Development from Wealth Advisors Trust Company.
This session we will speak with Antoine Burrell, Senior Associate, Business Development from Wealth Advisors Trust Company. We will be discussing best practices for financial professionals to better understand the process of working with trustees and how to effectively navigate those conversations with clients. We will cover a range of topics including: • Thoughts on the market and how to help you navigate your financial practice during this time. • Risks Financial Advisors face with using trust accounts and what information you should look for when setting up a trust account. • Tips on how to pick a trustee. • The collaborative role between a Financial Advisor and a Trustee. • What financial professionals should be considering for clients and/or discussing when it comes to estate planning measures.
The INCLUDED Series
The INCLUDED series features people of color sharing their personal financial journeys.
Consumers have a chance to share their thoughts, feelings, and first memories as it relates to how they view money and the financial industry.
It's time communities of color were heard and seen as more than just consumers of financial products...
...we hope you're taking notes!
The 'Included' Series
This channel is coming soon!