Don Trone, L5
CEO & Co-Founder
3ETHOS
Stonington, Connecticut.

During a crisis, your clients aren’t looking for a fiduciary…they’re looking for a leader. Today, the critical success factor is whether your clients regard you as their trusted advisor - as a leader and a steward. And, if the coronavirus hasn’t killed your practice, the fiduciary flu will. New complex fiduciary disclosures and rules are making it harder for clients to trust you. 

During this presentation you will learn how to apply the:

• 3 Behaviors that will determine your capacity to build, maintain, and repair trust.  
• 6 Neurological markers that exemplary fiduciaries and leaders share in common. 
• 9 Hacks to improve fiduciary presentations during a crisis.

The rate, duration, and magnitude of change in our industry has never been greater. There are multiple factors affecting outcomes, and it’s difficult to understand causes and effects. However, we do know the quality of your leadership and stewardship is going to determine your success as a trust officer and risk manager.