Ep 006 - Discover the Hidden Secret to Trust Services: How FiPar Financial Is Helping RIAs Boost Client Retention, Revenue and Profits - feat. Bob and Mark

Welcome to the Advisors Edge Podcast!  In this exciting episode, host Rob Jacomen and co-host Chad Ramberg sit down with industry veterans Bob Fletcher and Mark Clemons from FiPar Financial. 

With decades of experience in the trust services industry, Bob and Mark share their insights on how FiPar is revolutionizing the way Registered Investment Advisors (RIAs) can offer Trust Services to their clients.

Join us as we dive into:

✅ The unique challenges faced by Trust Departments and how FiPar helps mitigate risks.

✅ The growing interest among RIAs to incorporate Trust services and the pitfalls to avoid.

✅ FiPar's innovative "Private RIA Trust" model, which provides a turnkey solution for RIAs without the regulatory headaches.

✅ The importance of personal relationships in the Trust industry and how FiPar connects RIAs with experienced Independent Professional Trust Counselors (IPTCs).

✅ Strategies for RIAs to retain clients and grow their business through Trust services.

Whether you're an RIA looking to expand your offerings or simply interested in the evolving landscape of trust services, this episode is packed with valuable insights and practical advice. Don't miss out!

To connect with Bob and Mark:

Bob Fletcher LinkedIn:  https://www.linkedin.com/in/bob-fletcher-ctfa-cisp-cfmp-bank-trust-consultant-973b9221/

Mark Clemons:  https://www.linkedin.com/in/mark-e-clemons-b4712719/

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Advisor's Edge Podcast:  https://www.linkedin.com/company/the-advisors-edge-podcast
Rob Jacomen LinkedIn:  https://www.linkedin.com/in/rob-jacomen/
Chad Ramberg LinkedIn:  https://www.linkedin.com/in/chad-ramberg-71278533/