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2B_Marketing to Trust Officers: A Wealth of Referrals

Course Details

Credits: 1.00

Base Price: FREE

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NASMM 2023 Conference at Loews Kansas City November 9-12, 2023


  • Develop a general understanding of the role of a trustee and the duties of a trust officer 

  • Understand best practices to support trust officers and their fiduciary requirements

  • Learn how to present your SMM business and your best practices to benefit trust officers and their clients