Ep 37: Importance of Trusts in Your Business with Gino Pascucci

Today, Gina Pascucci, the Chief Marketing Officer at Icon Trust, is joining us to discuss the importance of trusts for financial advisors and clients.  Gino is changing the field of trust management by ensuring his company doesn't compete directly with advisors but instead works in tandem with them to create holistic plans for their clients and their families. Instead of relying on trusts through the bank, independent trust administrators can provide a relationship-based service with better customer service and investment management for all parties. Learn more about this multigenerational service and why you should be incorporating them into your business.

About our guest: https://icontrustnv.com/

Key Points:

1:30 – Who is Gino and what is ‘Icon Trust’

3:17 – Being advisor friendly

5:48 – Multigenerational planning

7:48 – Who and when should client’s get trusts

10:17 – How ‘Icon Trust’ is different

12:29 – Having a transparent flat fee

15:29 – Different types of trusts

18:30 – Where ‘Icon Trust’ can fit in

20:59 – Successor trustee business

Contact Retirement Inside Out:

Email: [email protected]

Phone: 800-527-1155

Web: figmarketing.com