For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In!

For Advisors By Advisors

In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it make sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a financial advisor should consider a different career path. I hope you give it a listen!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [e-mail]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

How To Quit Your Job and Start A Business (Limited Series Podcast)
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Capitoli

1. For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In! (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:15:58)

3. (Cont.) For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In! (00:16:39)