Module 1 - Working with Advisors
Working with Advisors Module 1 builds the foundational understanding of how a trust is administered and now brings into consideration working within the advisor ecosystem. Essential topics are discussed including the types of advisors that may be in your network, how to hire, compensate, onboard, and fire advisors. Managing performance, communication, and transitions are covered. This module explores how to navigate changes in desired services and considerations for negotiating contracts and fees. Finally, the module concludes with an applied learning case about mobilizing an advisor team in a time of crisis.
Featured Resources:
Articles/Books
- Don't Leave a Mess Chapter 5, "Pick Your Advisory Team" by Sandra Pollack
- Estate & Trust Administration for Dummies, 2nd Edition Chapter 4 "Assembling Your Team Members and Knowing When to Use Them" by Margaret Atkins, EA & Kathryn A. Murphy, Esq.
Videos
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
