Trust Admin & Working With Advisors - Course 2

  • 14 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Course 2 of the Trust Administration and Working with Advisors course builds the foundational understanding of how a trust is administered and now brings into consideration working within the advisor ecosystem. Read More

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Overview

  • Goals

Advisor Team Management

  • Advisor Team and Relationships

  • Communication Needs

  • Homework I

  • Hiring Advisors

  • Advisor Compensation

  • Onboarding Advisors

  • Managing Advisor Transitions

  • Firing Advisors

  • Governance and Transparency

Managing Services

  • Changing Services

2008 Economic Crisis - Mathew’s Case

  • Mathew Case Study

  • Mathew Case Study - Con't

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Course 2 of the Trust Administration and Working with Advisors course builds the foundational understanding of how a trust is administered and now brings into consideration working within the advisor ecosystem. Essential topics are discussed including the types of advisors that may be in your network, how to hire, compensate, onboard, and fire advisors. Managing performance, communication, and transitions are covered. This lesson explores how to navigate changes in desired services and considerations for negotiating contracts and fees. Finally, course 2 concludes with an applied learning case about mobilizing an advisor team in a time of crisis.  

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