The best source for trust referrals

Merrill Anderson is surveying the users of its Investment and Trust Newsletter to develop the calendar and editorial direction for the coming year. We ask about conditions in the industry as well, and share the results with our clients.

We asked what the best sources of trust referrals are. 100% of the respondents so far have checked off centers of influence (attorneys and accountants), while 36% mention internal referrals and 18% get good referrals from existing clients.

Trust departments are well positioned to gain market share from the current financial mess. 90% agreed that Clients are now looking for traditional values, such as ours.

The survey remains open this week. Click here to take the survey and get a preview of our newsletter program.