How it Works | TRUST-CFO®

How TRUST-CFO® Back-Office
Solutions Works

A Complete Back-Office Support System to Help You Grow & Manage a Successful Business

Our Advisor partners get full access to a web-based client management system that helps guide you through a simple step-by-step process: from custom branded marketing materials, to start-to-finish case development tracking, a full document library with periodic updating, to our annual administration reporting. You always control the client relationship and get a complete technical support system with unlimited access to our friendly and knowledgeable team members.

  • Maximize Client Case Flow
  • Enhance Client Value
  • Optimize Client Engagements
  • Eliminate Unnecessary Overhead Costs
  • Maximize Your Business Worth
 

 

"The most innovative Administration firm I have ever come across.
I won’t use anyone else.
"

-Jeffrey M. Verdon, Esq., Managing Partner of Jeffrey M. Verdon Law Group, LLP.

Clients Win when Our Advisors Win!

SIGN UP TODAY
Get Immediate Access to our Complete System
FOR FREE!
GET TO MARKET
Immediately Brand Yourself & Gain Access Huge Clients Markets
AT NO COST!
ADD VALUE
Enlighten Your Relationships Using our Proprietary Diagnostic Tools
CAPTURE THE BEST CLIENTS!
GET HIRED
Solve Critical Problems
Prove Your Worth
EARN MASSIVE REFERRALS!
BE PROFITABLE
We Administrate Everything to Ensure Plan Success
WE DO ALL THE WORK, YOU GET PAID!

"TRUST-CFO is the most valuable tool in today’s financial planning environment.
Get their system to win business!
"

-Reed K. Scott, MBA, JD, LL.M. (Tax), author of CALIFORNIA ASSET PROTECTION GUIDE

 

 

Sign Up Now

Fill out the form below to contact us and sign up for services, email us directly at: info@trust-cfo.com or call us at: 800-730-3020.

 
Diagnostic Calculator