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....
 DFA's
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Planning
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