Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Monday, May 16, 2005
Questions, anyone?
Sam Heitzman will be spending this week in our Stratford offices. He's been shy about blogging, but I'm hopeful that he'll catch the bug. If anyone cares to post a question for him, perhaps that will give him the motivation he needs.
2 comments:
Anonymous
said...
In my parents' era, the wife did the banking and the husband handled the investing. Today it's more likely to be the wife who handles all the financial tasks, including the investing.
How is this trend influencing trust marketing?
Are more women rising to positions of prominence in the industry?
Guy Blanc: Yes, women have risen steadily to positions of prominence in the trust industry over the past two decades. Some have argued that they make the best trust officers, due to superior verbal skills and sensitivities. They have taken prominent roles in wealth management divisions as well.
2 comments:
In my parents' era, the wife did the banking and the husband handled the investing. Today it's more likely to be the wife who handles all the financial tasks, including the investing.
How is this trend influencing trust marketing?
Are more women rising to positions of prominence in the industry?
Guy Blanc: Yes, women have risen steadily to positions of prominence in the trust industry over the past two decades. Some have argued that they make the best trust officers, due to superior verbal skills and sensitivities. They have taken prominent roles in wealth management divisions as well.
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