This week Chuck talks with James Combs, CEO of National Advisors Trust. Together they unpack the many options RIAs have to build and deploy a private labeled trust solution for their clients. In addition to this being an excellent solution for current clients… this is also a great way to connect with “Next Gen” clients to better ensure the KOCs (Kids of Clients) know who you are. This way, when the great “wealth transfer” happens, you will increase your chance of retaining AUM for multiple generations. Listen to the entire episode now.