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Self-directed investors like the ability to control their own financial future. Working with Entrust will enable them to pursue this future in their own way while administration, record keeping, and other key services are performed along the way, by those who do them best - our nationwide network of local franchise offices. It’s a partnership for success, and here’s why:
As a franchise office, you’ll be a part of a large group of experienced professionals that have personal, hands-on experience in self- directed investing, including real estate and other non-traditional investment transactions.
The Entrust Group is the only self-directed account custodian that serves customers through a nationwide network of dedicated local offices. This local presence is critical to delivering the superior quality of service that is associated with the Entrust brand and is a distinct competitive advange for our company.
We are the only firm of our type that allows customers to do business with us the way they want to: over the phone, over the Internet, or in person.
No company in our industry provides better educational tools, including frequent in-person and on-line seminars. We provide this to ensure that customers are fully empowered to do what they want to do. Plus, our continuing professional education courses are credit courses and include real estate, accounting, and financial planning.
Entrust makes life much easier by managing other administrative aspects of accounts and transactions.
As an Entrust professional, you will review transactions your clients are considering and provide them with appropriate information to determine if transactions may be prohibited. This is important in keeping your clients
on track to achieve their goals, and safeguarding their accounts from disqualification.
Attend seminars, workshops and classes on self-directed IRAs in your area.