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Now On Demand
October is National Estate Planning Awareness month. We are amongst the greatest generational wealth transfer in history, and now is the time to start preparing.
In today’s very competitive market environment, advisors are in a unique position to differentiate themselves by adapting technology as an effective way to streamline their business and increase client engagement. This is especially true when it comes to trust and estate planning with the next generation of advisors.
Learn how to avoid some of these common mistakes in estate planning while also monetizing trust and estate planning into your practice.
Join us for a discussion that will address how to:
- Integrate a holistic Estate Planning approach
- Identify the most appropriate trustee for fiduciary oversight of a client’s trust
- Remain at the center of the client engagement by coordinating and collaborating with the key fiduciaries: accountant, estate attorney and trust administrator/trustee
- Engage with the next generation through digital engagement, social events, family planning and hosting family summit meetings
- Have a structured delivery for portfolio management that aligns with the trust mandate
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John is the Co-Founder and Chief Executive Officer of Trucendent. Trucendent was built for financial advisors and has modernized the delivery of estate planning and the use of trusts. Trucendent’s business solution combines technology with a professional network of attorneys and corporate trustees for financial advisors. Advisors can now capture new assets and extend relationships with this integrated offering. We have the largest intergenerational wealth transfer approaching. Combined with the fact that over 80% of heirs terminate the relationship with the advisor after that transfer, Trucendent strives to arm the financial advisor with the tools and skills needed to retain and grow their business.
Before founding Trucendent, John was Head of Strategic Initiatives at Envestnet. In that role, he was instrumental in leading strategy, business development, advisor adoption, and growth strategies at Fiduciary Exchange, LLC (FIDx) and Advisor Credit Exchange (ACE). John was also Head of Institutional Business Development at Envestnet, where he led all new business development activities, had oversight of the bank strategy, and helped to create the OneWealth initiative.
Prior to Envestnet, John was at Prudential in their Wealth Management division, where he led all business development, distribution, and relationship management activities. John was part of the team that sold the Prudential Wealth Management Solutions division to Envestnet.
Before joining Prudential, John was at Fortigent, a part of Lydian Wealth Management. At Fortigent, he helped drive strategy, business development, and senior client engagement with institutions and advisors who served ultra-high-net-worth clients. John has specific expertise working with banks, trust companies, registered investment advisors, insurance companies, and family offices.
John earned a B.A. in economics from Bucknell University and has served on the ABA Wealth Management Board for several years. |
Jay serves as CEO of AiK2 Insurance Services, with responsibilities as the General Manager of the company. Jay also serves as the CEO of Wealth Advisor Growth Network (WAGN), a key partner to AiK2 Insurance Services. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.
He is a former Managing Director of Envestnet, where he served as the Head of Strategic Initiatives and Thought Leadership. Wiley has published two of his books: Success and Succession and The Essential Advisor. |
