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Proactive Exit Planning through Internal Collaboration
Manage episode 455067225 series 2805251
Вміст надано Julie Keyes. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Julie Keyes або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Our show today featured Randy Van Rooyen and Jon Marquet, both with Trust Point, but in different roles. Randy is a financial advisor and in charge of strategic relationships for the firm, and Jon, a JD, is in charge of business development for its three locations in LaCrosse and Eau Claire Wisconsin, and Minneapolis Minnesota. The firm practices internal collaboration amongst its many areas of expertise, which is rather impressive for an industry that tends to operate in silos.
Trust Point offers services in several practice areas, namely Trustee services, 401K products, Wealth Management, and Family Office services. Their innovative and client-centric approach was the impetus behind Randy and Jon both acquiring their CEPA credential recently, so now Trust Point is officially offering exit planning services for its business owner clients; a natural add-on.
Trust Point is over 100 years old and is independently owned. Many of its employees have worked for the firm for a long time, which says a lot about the great place that it is to work. Many of their clients are owners of private businesses, and we discussed a story of one such client that could have had a disastrous ending were it not for the knowledgeable and collaborative team that came to their rescue.
Find out what happened by listening to the episode here.
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor
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