What’s the best way to make the jump from trust administrator to wealth strategist? I’m an attorney and trust administrator but I don’t have enough experience on the planning side, dealing with life insurance and business succession planning to get a decent paying wealth strategist job. What certifications would be best to bridge that gap? CTFA, CFP, CWS? Bring a lawyer, I always poopoo-ed things like CWS that seemed salesy and like something that only matters to Cannon.

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Bump.

I've seen our JDs add CFP and LLM to their creds to bridge the knowledge gap. CTFAs will add to trust knowledge of you want to consider that route. Good luck!

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