Financial advisors who have clients that have named IconTrust as successor trustee are more likely to continue to manage those client assets for multiple generations. Trust assets are sticky and working with advisor-friendly trustee is the glue to the next generation.
You should want to build a wall around your book of business to protect it from other financial professionals. Several studies
show that when a client dies without a trust their account is moved away from you within 6 months. Working with IconTrust ensures your business STAYS your business.