Cheetah’s Post

Don't miss out! Today is your final chance to secure a discounted room for the Hunt conference in Nashville, TN. Make sure you're close to all the action by booking your stay at the Renaissance Nashville before the end of the day. Register and book your stay now: https://hubs.ly/Q02SWHQr0

Are you keeping up with the shifting expectations around investments? Managing trust assets is no longer about just playing it safe. You must now take growth and performance into consideration and deliver personalized service. We've outlined 5 key reasons why trust providers need to get serious about investments to stay ahead.

TOMORROW is the last day to book your room at a discounted rate for the Hunt conference in Nashville, TN! Stay close to the action and book your room at the Renaissance Nashville by tomorrow, Friday, October 11! Register and book your stay now: https://hubs.ly/Q02SxHxM0

You don’t have to lose that personal touch when you implement technology. In fact, quite the opposite. Leveraging digital tools can enhance the connection with your clients. For those clients who may be more hesitant to embrace new technology, it's important to reassure them that these tools are designed to simplify, not complicate. We believe the right technology can bring people closer while increasing your team’s efficiency.

Get to know the solutions powering Cheetah's investment management features at the Hunt, such as AssetMark investment management outsourcing with Christian Chan and Moneytree financial planning solutions with Patrick M Spencer . And don't miss out on the investment track, tailor-made for wealth managers who want to get ahead in their financial planning and portfolio management abilities. Register now: https://hubs.ly/Q02Sww3n0

First State Bank is achieving impressive results! Since adopting the integration of Cheetah and AssetMark, FSB has: • Enhanced their wealth management services • Boosted efficiency • Strengthened client relationships. Read how their commitment to innovation is driving real success and setting a new standard in financial services.

Will politics ever be boring again? Explore possibilities at the Hunt, Nov. 12-15, with Linda Duessel Senior Vice President, Federated Hermes. She'll reveal how the market behaves during election years, and the outcome it tends to prefer. Learn more: https://hubs.ly/Q02RQT4T0

Out with the old and in with the new. Curtis Groves, from First State Bank, reveals how the Cheetah and AssetMark’s collaboration is transforming their wealth management services and setting them up for long-term success.

Cheetah is honored to have Dr. Daren Martin this year's keynote speaker at the Hunt! Known for being the "Culture Architect," Daren is a best-selling author, speaker, and consultant. During his keynote session, you'll walk away with a better understanding of the word "culture" and the actionable changes you can make to help your people - and your business - grow. Save your spot now: https://hubs.ly/Q02QXSZx0

Cheetah is honored to be at this year's ATO Annual Meeting in Frisco, Texas! ⭐ Visit the Cheetah booth for fun swag, product information, and insights on how you can race past the competition and win the great wealth transfer.