Trust Admin & Working With Advisors - Course 2 (Canadian)

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.