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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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 foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors