NATIONAL ADVISORS TRUST LAUNCHES MONETA GROUP IN
TRUST REPRESENTATIVE OFFICE PROGRAM
Trust Representative Office program provides Moneta with branded trust services and a turnkey referral marketing program targeting local centers of influence
Overland Park, KS (November 30, 2010) – National Advisors Trust announced today that Moneta Group, LLC is the latest RIA to join their Trust Representative Office (TRO) program. The TRO program is a comprehensive trust and wealth management business development and marketing program for RIAs. The TRO program establishes a branded trust presence for participating RIAs and provides them with a turnkey marketing program targeting centers of influence (CoI), including estate-planning professionals, to generate new client referrals. [A synopsis of the TRO program is attached for your information.]
Commenting on the choice, Gene Diederich, CEO of Moneta Group said that “To provide true multi-generational Family CFO services we needed a trust company that fulfills the ‘Raving Fan’ service expectations of Moneta clients.” Diederich added, “We considered pursuing trust powers, but found that the directed trustee arrangement between Moneta Group and National Advisors Trust provided the safety and security that clients and regulatory agencies are looking for in today’s environment.”
Launched in 2009, National Advisors Trust’s TRO program helps RIA firms promote their knowledge of trusts to clients and other centers of influence such as attorneys and accountants, resulting in increases and retention of assets under management. In addition to establishing a private label trust solution, the TRO program provides participating RIA firms with the ability to implement a consistent, on-going and long-term communication with CoI in their market. National Advisors Trust has implemented a TRO program with 20 RIA firms and has established branded trust marketing programs in over a dozen states.
“With their new trust presence, Moneta can provide value-added trust services to its clients, generate new clients, and further enhance its already strong reputation as a premier client advocate and provider of Family CFO services to select clients,” stated Ron Ferguson, CEO of National Advisors Trust. “A growing number of RIAs are moving to the TRO program for the same reasons as Moneta – the opportunity to squarely position and differentiate their firms with their clients and CoI in their market.”
The TRO integrated trust marketing solution provides RIAs with customizable materials including: a brochure outlining the services of the RIA as a Trust Representative; updated lists of targeted estate planning attorneys and other CoI in their market; invitations and presentation support for CoI targeted events; support for holding CoI focused webinars, seminars and Continuing Legal Education (CLE) level education programs at the RIA’s location, press releases and press release templates; monthly newsletters targeting CoI; a library of presentation slides and web content regarding trust related services; and additional marketing support as needed.
A TRO Study Group comprised of participating TRO Advisors meets monthly via conference, and gathers for face-to-face meetings a couple of times a year, to share best practices, discuss successes and challenges and to provide feedback to National Advisors Trust on continued development of the program.
About Moneta Group
Headquartered in Clayton, Missouri, Moneta Group provides “Family CFO” services to a select group of successful families. Founded in 1905, the firm’s primary role is serving as their clients’ advocate while helping them negotiate the many complexities encountered in managing their complex financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding. As the Family CFO, Moneta allows its clients the opportunity to continue doing what they do best: building wealth, pursuing hopes, and living the life of their dreams. For more information on Moneta Group, visit www.monetagroup.com
About National Advisors Trust
National Advisors Trust Company, FSB, is a federally chartered trust company with assets of more than $6 billion. Founded in 2001, it is the largest independent, RIA-owned trust company in the nation, and is authorized 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; 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
For more information contact:
National Advisors Trust Contact