Trusts: Speaking Independently
An ongoing podcast series focused on today’s most important topics surrounding trust administration from an independent corporate trustee.
Listen and learn how to sustain client relationships and secure business with the next generation of wealth. From conflicts of interest to situs selection to family dynamics, partnering with the right trust company really does matter.
These up-to-the-minute podcasts feature Sterling Trustees Chairman Antony Joffe who takes you through every facet of what you need to know, leveraging his expertise overseeing over $10 billion in assets under administration. No bias. No BS.
Established in 2008, Sterling Trustees offers truly independent trust services in collaboration with a family’s established advisors.
How Trust Planning Can Protect Your Clients and Grow Your Business
The Purpose-Focused Advisor with Rob Brown
Gain valuable insight about the importance of an objective trustee, including insider advice on retaining control while serving your clients’ best interests, hidden dangers of wealth transfers and how to start the conversation about trusts.
> LISTEN HERE > WATCH HERE 
Mastering Growth: The Power of Repetition, Resilience, and Relationships in Business
Wealthy Advisor Mindset with Nina Cooke
Uncover the secrets to long-lasting business and master skills that foster success. Key learning focuses on sales and marketing tips, how to handle setbacks and failures, team-building strategies and emerging technology.
> LISTEN HERE > WATCH HERE
Navigating Trust
Administration
The Perennial Pride Podcast with Tom Suvansri
Explore the real benefits of trusts to ensure a client’s legacy and learn the very best place to situs a trust. This episode shares how to avoid common pitfalls that many advisors make during the estate planning process.
> LISTEN HERE > WATCH HERE
Contact Sterling Trustees today
LEARN ABOUT TRUST
ADMINISTRATION SERVICES
Maybe the best way to understand who we are and what we do is to hear what we’re not. We’re not investment or tax advisors or part of a large financial institution. We’re not compensated by commission and finder’s fees. And we’re not influenced or guided by financial products or services. We are truly an independent South Dakota-charted trust administration firm. read more