How to Create Stickiness as an Advisor, for the Post-Death of Clients
About this episode
The episode discusses the complexities of retaining clients as an advisor in the context of trust management and fiduciary duties.
Being named in the trust feels like job security — until you realize it can be undone with a signature. In this episode, Thomas Kopelman, Anne Rhodes, and Lisa Weigel break down why advisors who chase trustee or "Investment Advisor" titles to lock in assets often take on fiduciary burdens and conflicts without the retention they expected. They unpack how modern trust codes split the trustee role, why self-dealing and prudent-investor rules complicate serving the trust, and where lasting stickiness actually comes from: the spouse, the beneficiaries, and the trustee who can choose to keep you on. From conflict traps to flexible trust design, this is a candid look at earning the next generation's business before the transfer happens.
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