National Advisors Trust launched a program on Monday to put a dedicated trust officer in registered investment advisor offices in order to create opportunities for more long-term trust business with high net worth clients.
This new Trust Marketing Office (TMO) program is an expanded version of the firm’s existing Trust Representative Office (TRO) program. The TRO program provides RIAs with trust services and a marketing program to grow their trust business. The new program places a dedicated Trust Officer in the RIA’s office to manage the TRO program and market trust services to high net worth clients.
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