Fiduciary Practices Workshop.
Focusing on practical, usable information that can equip your Trust and Wealth Management staff with basic information about the Trust industry.
An oft-ignored group for staff development is your trust operations and administrative assistant team – maintaining and developing their skills can pay dividends for your organization. For them we offer our Introduction to Fiduciary Practices workshop. This program could also be delivered to any group in your organization that would benefit, such as a team of investment representatives who are being asked to more actively work with and/or refer business to the Trust department.
This Forum focuses on practical, usable information that can equip your Trust and Wealth Management staff with basic information about the Trust industry that will help them understand the context in which they do their jobs.
Presented by Pohl Consultants with years of practical experience, this workshop imparts vital information for your staff, in a relaxed setting. This workshop is perfect for
The agenda is designed for 1) Trust Support staff (administrative assistants) 2) “Jr.” Trust Officers or Administrative Officers who have not yet obtained more comprehensive training, 3) Trust Operations staff 4) Investment Representatives/Advisors who are being asked to refer or otherwise play a role in Trust sales and/or service.
While the agenda is designed for the staff described above, more experienced team members are welcome to attend as long as they understand the focus of the agenda. Senior staff might want to participate in a “train the trainer” mode so that they can use the material for new hires.
The Fiduciary Practices workshop includes:
- Background of Fiduciary Law
- Define the Fiduciary Relationship
- Back to Trust Basics
- Activities Frequently Creating Fiduciary Liability
- Discretionary Matters
- Prospecting for the Trust Relationship
- The Trust Sale “Cycle”
- Your Material Participation and Ongoing Involvement?