Workshops For Advisors:

Summit Trust Company was formed with three things in mind:

  • Providing exceptional products and services for moderate to high-net-worth individuals, couples, and business owners.

  • Providing a way for financial professionals to access these same products and services for their clients.

  • Always giving personal service to those we serve: clients and advisors.

Our base of qualified financial advisors is always growing. If you are interested in joining our team there are two ways that you may do so.

* Contact us by clicking here or,

* Come to one of our workshops

Twice a year, in the spring and in the fall, Summit Trust Company conducts workshops for our ITC's (Advisors). These are also open to non-affiliated professional advisors who would like to:

Learn more about Summit Trust Company and the services that we offer.

And more importantly:

  • Become client-focused, rather than product-focused
    unique problem solvers for your clients specific needs, help relieve their anxiety

  • Set yourself apart by becoming a leader for your clients
    provide your clients a sense of direction, confidence and capabililty

  • Become the financial advisor who is uniquely valuabe to your clients
    establish and cultivate each relationship based on their unique issues

  • Transform your clients futures so they feel confident and in control
    transform your future as well

  • Learn how to free yourself from commoditization, bureaucracy, and regulation
    go from making a good living, to one much better than you ever thought possible

So, make plans to come and meet us at our next workhop!

Our Workshop will be held in the fall of 2008 - details as we come nearer to the date....

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