Our Trident Approach For Advisors
Strategic partnerships aren’t just about providing good products; it’s also sharing best practices learned through successful relationships
The most lucrative partnerships for financial advisors are those with CPAs, however, they are also the most difficult relationships to form. CPAs are busy and do not have time to perform due diligence on the latest tax mitigation solutions. Become their trusted advisor and expert in these subjects and when the opportunity arises, they will reach out to you for THEIR solution.
Grow Your Business
Differentiating from Your Competition
Become your clients insider access to the finance markets. Working with asset managers such as Ancorato and others, you have access to the experts in those firms. Set yourself apart from your competition by offering your high-net-worth clients direct access to those experts.
Your clients care about performance, not necessarily how you achieve them. By allocating clients to our actively managed structured notes strategies, you now have peace of mind that a team is actively monitoring complicated and ever-changing portfolios so that you can use your time for other revenue and client servicing functions.