Christopher Holtby
* A trust company / corporate trustee designed for wealth advisors * enhance & expand client/advisor relationship w/ customized trustee services * kind & responsive trustee * collaborative
- Role
- Co-founder Chief Fiduciary Strategist at Wealth Advisors Trust Company
- Location
- Rapid City, SD, US
- LinkedIn followers
- 500 followers
About Christopher Holtby
Financial advisors face fierce competition and constant pressure to grow their business. I\'ve dedicated my career to solving this challenge using trustee services created for wealth advisors.For over 15 years, I\'ve helped advisors boost their revenue, retain assets, and outperform their rivals using trustee services. Our proven process has led to over $2.5 billion in new AUM for financial advisors over the last 15 years.What sets our approach apart? We focus on practical, actionable strategies that deliver real results for wealth advisors wanting to leverage trustee services for their firms and clients. Financial advisors using Wealth Advisors Trust Company. Financial advisors using our trustee services typically see over 1 to 3 year period:1/ At least 10% increase in new revenue annually2/ Retention of their top 5% clients across generations3/ Capture of 100% of client assets through comprehensive trustee servicesI don\'t just offer advice - I provide a roadmap to success. My method is constantly refined based on real-world results and market changes. This ensures you\'re always ahead of the curve.If you\'re ready to take your advisory practice to the next level, let\'s talk. I\'ll show you how to leverage trustee services to grow your business, keep your best clients, and stay ahead of the competition.Reach out today to schedule a no-obligation strategy session. Let\'s explore how we can work together to achieve your growth goals
Experience
Co-founder Chief Fiduciary Strategist
May 2009 — Present · Rapid City, SD, US
Wealth Advisors Trust Company was created by advisors for advisors. Our award-winning trust company focuses solely on serving financial advisors when they need an advisor-friendly trust company.
Education
Harvard University
Candidate - Graduate Degree
University of Arizona
Bachelor of Arts (B.A.)
1987 — 1991
Skills
- Trust Services
- Finance
- South Dakota Trust Law
- Trusts
- Salesforce.com
- Irrevocable Life Insurance Trusts
- Estate Planning
- Trust Management
- Risk Management
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