Episode 77: Stuart Allen, Daniel Carter and Kyle McDonald

Listen to leaders of trust companies discuss how they navigate decisions for growth and sustainability. As we begin 2023, they will discuss maximizing technology, market swings, interest rate changes, succession planning, and more.   *The discussion from January's Association of Trust Organizations (ATO) Speaker Series was repurposed for this episode. Phil was the moderator; see the three panelists below.    Resources: Stuart Allen, CEO of Allen Trust Company https://www.allentrust.com/team-stuart-allen Daniel Carter, President of The Trust Company of Tennessee https://thetrust.com/our-team/daniel-k-carter/ Kyle McDonald, CEO of Argent Financial Group, Inc. https://argentfinancial.com/people/kyle-mcdonald/   Please send Comments, Questions, and Feedback to: [email protected] Please send First Friday Feedback submissions to: [email protected]