National Advisors Trust Kicks Off 10th Anniversary Celebration Conference
Company will outline its strategic vision “Trust Officer Inside” and preview the latest addition to AdvisorDesk, its multi-custodian RIA technology platform. A featured speaker will be William C. Taylor, author of Practical Radical. Other industry leaders will speak on wide range of RIA-focused topics.
San Francisco, CA (April 26, 2011) – National Advisors Trust, the nation’s largest independent, RIA-owned trust company, today kicked off its 10th Anniversary Celebration Conference, which is being held April 26-28, 2011, in San Francisco, CA. Attended by nationwide Registered Investment Advisors (RIAs), the conference will detail plans for the Trust Officer Inside™ strategy to be implemented over the next decade, and preview the launch of AdvisorDesk™ CRM on the company’s multi-custodian technology platform.
Ronald G. Ferguson, CEO of National Advisors Trust, will unveil the trust company’s strategic vision for 2011 and beyond, and present a roadmap for RIA success in the coming decade.
“The future success of RIAs will be influenced greatly by how well they embrace trusts as a key strategy for their clients,” said Ferguson. “Research shows us that $40 trillion in assets will transfer in the next 20 to 25 years. Over $11 trillion will transfer just in the next five years from people who are now 64 to 84 years old.” Ferguson added, “As a non-competitive trust partner with our 130+ RIA firms that we support, we are doing everything we can to help position these firms to catch as much as possible of that $40 trillion.”
Earlier in 2011, National Advisors Trust announced the launch of a trust-centered program for RIAs called the Trust Marketing Office™ (TMO). The TMO program places a dedicated Trust Officer in the RIA’s office to implement and manage a trust service marketing program for that firm, to work with advisors and their clients, and to stimulate referrals from Centers of Influence in their communities. This is the next step in the progression of a successful private label Trust Representative Office™ (TRO) program the company launched in 2009. Over 20 trust-centered RIA firms are participating in the program and National Advisors Trust is delivering services through over 25 private branded TROs in 17 states. The TRO program provides RIAs with branded trust services and a comprehensive business development and marketing program targeting local Centers of Influence.
“Most RIA firms don’t want to look, but there is a big hole in their buckets,” continued Ferguson. “If the RIA is not specifically named in a trust document, there is a high probability that the assets they are managing today will walk down the street to the local bank or pass to the next generation without their involvement.”
National Advisors Trust will also be unveiling its newest addition to AdvisorDesk, an integrated CRM system. AdvisorDesk is a multi-custodian platform providing for a robust, rules-based Portfolio Management capability combined with model-based rebalancing, trading and trade order management. AdvisorDesk imports data from portfolio accounting systems including Axys™ and PortfolioCenter®. The CRM leverages Microsoft’s Dynamics CRM as the underlying SQL-based system that is also inherently integrated with Microsoft® Outlook® for email and scheduling. Other integration points include an export to Laser App Software™ supporting new account and account administration forms for all major custodians as well as integration to financial planning systems such as MoneyGuidePro™.
“Multi-custodian, intelligent integration and customization are key components of any solution we deliver to an RIA firm,” explained Ferguson. “The CRM is quickly becoming the hub of most RIA technology platforms, but if it does not tightly integrate with other systems an RIA uses, they are probably not getting the full benefit of any of their systems.”
One of the featured presentations, Practically Radical: Unleashing Big Change in Tough Times, will be presented by William C. (Bill) Taylor, author of the new book, Practically Radical. Bill is a writer, speaker and entrepreneur who has shaped the global conversation about the best ways to compete, innovate and succeed. He is cofounder and founding editor of Fast Company. He authored the book, Mavericks at Work: Why the Most Original Minds in Business Win, a New York Times and Wall Street Journal bestseller; the book was also named a “Business Book of the Year” by The Economist and the Financial Times. Following the feature presentation, Bill will lead a Practically Radical Roundtable Discussion for RIAs.
During the three-day conference, industry leaders will present a wide range of topics. These include: Growth Through a Tier 1 Focus by Steve Bauer, founder of Tier 1 Group; Valuation and Succession Planning by Sarah Denkewalter of Brueggeman and Johnson Yeanoplos, P.C.; Results from the Investment News/Moss Adams Studies on Financial Performance & Technology by Kelli Cruz of Investment News; The Next Wave of Asian Growth: Who in the World Will Seize the Day by Louis Vincent Gave, CEO of GaveKal; Psychology Behind Multi-Generational Planning by Rod Zeeb of The Heritage Institute, and Charlie Haines, CEO and President of Charles D. Haines, LLC; SEC Compliance & Regulatory Update by Brian Hamburger of MarketCounsel; Ineffective Habits of Financial Advisors and The Disciplines to Break Them by Steve Moore, President of Moore Solutions; and CFP Board-Approved Code of Ethics Program by Linda Barnes Gadkowski of Beacon Financial Planning.
Additional sessions hosted by representatives of National Advisors Trust will cover topics including implementing social media for RIAs, RIA technology platform for the next 10 years, trust-focused RIA strategies, and technology utilization for increased efficiency and scalability.
A black tie gala dinner will celebrate the company’s 10th anniversary and record growth (see related release).
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with assets of more than $7 billion. Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is chartered to do business in all 50 states. The company provides a broad range of trust and custody services uniquely designed and positioned for clients of an RIA, including: AdvisorDeskTM, an advanced, multi-custodian investment management platform, trust accounting services, referral marketing programs, trust education programs, practice management programs, economies of scale, and other related services to advance the success of participating RIA firms and their clients. National Advisors Trust is a “trust only” organization focused on trust and custody services for RIA firms and is not involved in lending and depository banking functions. For more information on National Advisors Trust, visit www.nationaladvisorstrust.com.
Trust Officer Inside, AdvisorDesk, Trust Marketing Office and Trust Representative Office are trademarks of National Advisors Trust Company, FSB. All other product and service names may be trademarks of their respective owners.
For more information contact:
National Advisors Trust