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!

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