The Equity Trust Professional Network

Increase Your Business while Creating More Value-added Services for Clients

Equity Trust provides financial professionals with educational resources, networking opportunities and promotional materials to help service clients and expand their business opportunities.

By working with Equity Trust you can provide your clients with a fast growing investment strategy to increase their wealth and manage their tax exposure. Through the Professional Network we’ll help you promote the benefits of self-directed retirement accounts and provide you with resources to:

1. Discover more about self-directing in alternative assets – learn from the experts – fellow member CPAs, financial advisors and attorneys – how to make this investment strategy part of your business model.
2. Expand your business opportunities – Network with colleagues through online forums, publishing of articles and our private professional directory. Access and leverage promotional materials to market to clients.
3. Gain access to educational materials and programs – Reference real case studies, start-up guides and relevant content from industry experts and news sources. Participate in interactive education by attending webinars (several with CE credits available) and joining in roundtable discussions.

If you are a Financial Advisor, Attorney, CPA or Tax Advisor, join the network today by contacting Ann Siford at pronetwork@trustetc.com or call 877-693-8208 ext 255.