Christopher Holtby

Contributor

Christopher Holtby is a Co-Founder of Wealth Advisors Trust Company, an advisor-friendly trust company. His 30 years in the financial industry involved working from Legg Mason to Ernst & Young. The areas of focus were tax, investments and multi-generational planning. To receive detailed information on Christopher Holtby or Wealth Advisors Trust Company, CLICK HERE.

Wealth Advisors Trust: Could Trust Beneficiaries Sue You?

Beneficiaries often take their relatives or friends to court when fiduciary lapses occur. Think this is a rare occurrence? It isn’t.

Wealth Advisors Trust: 6 Ideas To Retain Key Employees On Financial Advisor Teams And Firms

As a financial advisor, it is crucial to retain top talent within your firm, despite the demographic challenges of the ongoing generational pivot.

Are Difficult Kids Derailing Your Best Client Relationships?

Do you really want to fight to hold on to trust assets if the beneficiaries are making your life miserable?

Adapt or Perish: Seven Strategies for Ensuring Your Survival—and Growth

The investment-only advisor who still pursues prospects based solely on their current portfolio size is going the way of the dinosaur

It’s Time to Get Personal--Again

Zoom, Team Meetings and other virtual communications are no substitute for sitting down together to quickly solve clients' problems.