EPISODE · Oct 24, 2022
EPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
from Trusted Advisor Podcast Series · host Lori Coonen
Rod talks with three Independent trustees - Daniel Felix, Frank Mullins, and Steven Marken, who explain what they do, how they work with professionals, and the benefits for both the planning professionals and the clients in the right situations.
Embed this episode
NOW PLAYING
EPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
0:00
0:00
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
When was this Trusted Advisor Podcast Series episode published?
This episode was published on October 24, 2022.
Can I download this Trusted Advisor Podcast Series episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!