ITA Webinar – It’s Late Do You Know Where Your Fees Are?

ITA is please to present a webinar to help you meet some of the most current challenges facing the fiduciary industry. The wealth management and trust business has a tremendous amount of risk associated with it; the reward generated from providing services is not always commensurate with the risk taken on, and, at a certain point the reward or profitability is no longer sustainable.  Through an analysis of industry data and an understanding of the key risk indicators, KRI’s, for the wealth and trust business, this session will provide insights on how to grow top line revenue while mitigating risks.  Various best practices will be discussed, including how a consistent process addressing revenue enhancement opportunities will provide for optimum risk-adjusted revenue within the Wealth Management and Trust business line.
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