Sept 23, 2025 | Bob Veres' Insider's Forum E4 | Guest: Rosemary Hueser, SVP, Manager of Advisor Trust Services, BOK Financial

Chuck’s recording LIVE at Bob Veres’ Insider’s Forum conference in New Orleans. In this segment, Chuck catches up with Rosemary Hueser, SVP, Manager of Advisor Trust Services, BOK Financial to discuss: 👉 How can you “Bolt On” a trust department to your RIA?