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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!
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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!
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1. [Ad] FinServ Podcast (00:15:58)
2. (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! (00:15:59)
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