The opportunity has never been better for your advisor-friendly bank or trust company to be part of The Wealth Advisor's community stand out with your firm's competency to help high-net-worth individuals and families to get their estate plan in order.
And who do they turn for guidance and solutions? Their financial advisors and attorneys.
And when these professionals are looking for trust companies that are committed to partnering—rather than competing--with them to address their clients’ needs, they start their search with America’s Most Advisor-Friendly Trust Companies, an exclusive, cost-effective lead-generating sales and marketing program offered only by The Wealth Advisor.
If you want to add your firm to this exclusive list, you’ll need to act soon. To download the Sponsorship Guide, CLICK HERE.
Every year more than a million financial advisors and estate planning attorneys turn to this free interactive resource providing detailed information on a select group of two dozen firms that meet the highest standards of excellence in the trust industry.
Who are these companies? They’re mostly independent trust administrators or bank trust companies. They primarily serve as directed and delegated trustees, enabling advisors to manage the assets in their clients’ trusts. They’re laser-focused on providing innovative, client-focused solutions backed by exceptional service. And they’re committed to strengthening the role of advisors as their clients’ financial quarterbacks.
For a very low annual fee, you’ll receive a wide range of business-building benefits.
High Visibility Among America’s Premier Wealth Managers
The Wealth Advisor audience is sophisticated and highly engaged.
- More than 330,000 registered investment advisers, wealth managers and estate planners.
- Their average AUM is $146 million (twice the industry average)
- They’re highly selective, serious decision-makers who only partner with top-ranked companies with a proven record for helping advisors deepen relationships with high-net-worth clients.
The Portable Profile
At the heart of your America’s Most Advisor-Friendly Trust Companies 2023 presence is a one-page, branded PDF that showcases your firm’s services, benefits, value proposition and competitive differentiators.
Thousands of advisors will be able to access your Profile from a variety of sources. Whenever anyone views it online, we’ll instantly send you a Reader Alert that tells you who it is. The Alert will include information on the reader imported from The Wealth Advisor’s subscriber database.
If you need help developing your Profile, the Wealth Advisor editorial team can work with you to make sure your story stands out.
The Digital Dashboard
Your firm stacks up favorably against the competition, and here is where potential prospects will find out why.
Yours will be featured with other sponsors on a unique interactive matrix that more than 5,000 qualified visitors view every month. Your listing can include your logo, company summary, key contacts, AUM, number of relationships, state charters, supported custodians and links to your Portable Profile, news stories and other information.
You can update your Dashboard at any time using an intuitive, user-friendly interface. We qualify all visitors before they’re allowed to access the Dashboard, and you’ll receive registration data for all 5,000 of them.
When any of them click on your listing they’ll instantly receive your Portable Profile, and we ‘ll instantly send you a Reader Alert providing their information so you can quickly follow up.
Monthly Media Coverage
One of the best ways to build visibility and credibility among advisors is to have your firm and its leaders featured in news stories aimed at this captive audience.
As a America’s Most Advisor-Friendly Trust Company 2023 sponsor you can have your firm featured once per month in a news story in our Trust Advisor e-newsletter, which is sent to more than 132,000 highly engaged wealth managers and legal professionals every week.
We can provide editorial support for these stories, whether it’s a press release, event promotion, thought leadership article, manager interview or anything else.
We’ll let you know whenever anyone reads your story and when they click on your firm’s name in the article, they’ll instantly receive your Portable Profile page, and you’ll receive a Reader Alert with their contact information.
If you wish to contact the reader, click a link in the Alert and we’ll automatically send them a prewritten branded email message from your firm (personalized with their name) inviting them to learn more about your firm. We can develop this message with you, and it can include call-to-action links to your website, your “contact us” page or anywhere else.
Inclusion in Our Annual Guide
Your firm’s profile will be included in our America’s Most Advisor-Friendly Trust Companies 2023 PDF guide, which is downloaded by more than 5,000 advisors and estate planners every year. Not only will you receive contact information for everyone who requests the Guide, but we can create a special branded version that only features your firm’s profile that you can make available to your clients and prospects.
You’ll also receive a customized graphic emblem highlighting your selection as America’s Most Advisor-Friendly Trust Companies 2023 You can use it in print materials, on your website, in your email signature or anywhere else where advisors and wealthy clients are likely to find your firm.
If you want to add your firm to this exclusive list, you’ll need to act soon. To download the Sponsorship Guide, CLICK HERE.
