Attract and Retain Trust Assets – Understanding Trusts and Creating Multi-Generational Relationships Through their Use – BOK Financial Advisor Trust Services – 12.8.23

Overview:

Title: Attract and Retain Trust Assets – Build Multi-Generational Client Relationships
Date: Friday, December 8, 2023
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

Join us for an interactive and informative webcast where our experts will cover:

  • Building a comprehensive wealth and estate planning business through trusts
  • Legal and fiduciary considerations
  • Creating valuable, multi-generational client relationships
  • Boosting revenue and enterprise value for your practice

Speaker:

Rosemary Hueser Rosemary Hueser Senior Vice President and Manager Advisor Trust Services BOK Financial Advisor Trust Services

  • Over 25 years of experience in the financial industry focused mainly on trust services for advisors and their clients
  • Leads a dedicated team of experienced fiduciary, sales and compliance professionals who serve advisors and their clients providing trust administration services
  • Responsible for the development and oversight of Advisor Trust Services business line throughout the BOK Financial footprint and nationally
  • Develop a national strategy to brand, communicate and effectively deliver BOK Financial Advisor Trust Services to the investment advisor community
  • Presenter in the area of “advisor friendly trust services” to educate advisors and centers of influence during local and national industry events
  • Bachelor of Business Administration/Emphasis in Finance, Colorado State University, Fort Collins, Colorado
  • Member of Girl Scouts, Gamma Phi Beta Alumni