Sept 18, 2024 | FPA E2 | Guest: Randy Kimmel

Name: Sept 18, 2024 | FPA E2 | Guest: Randy Kimmel
Uploaded: 2024-10-10T13:00:00Z
Description: Chuck catches up with Randy Kimmel, “Trust Guru” with BOK Financial. Together they talk about how RIAs can “bolt on” a trust department to help develop and maintain relationships with their KOCs (Kids of Clients). If you want to “win” the Great Wealth Transfer… you will want to tune in…

Chuck catches up with Randy Kimmel, “Trust Guru” with BOK Financial. Together they talk about how RIAs can “bolt on” a trust department to help develop and maintain relationships with their KOCs (Kids of Clients). If you want to “win” the Great Wealth Transfer… you will want to tune in…