"One of the areas that was an awakening for us is we've lost a number of clients through death," he says. "We now have the ability for you, in your estate planning, to not only name Savant Group as your advisor, but also to name National Advisors Trust as your successor trustee. And the client doesn't pay anything for that."
Roberts sees another aspect to the relationship National Advisors Trust has with its clients. "Number one, they like the idea of having an entity that is responsive to their needs and concerns," he says. "I describe it as both being on the same side of the table. We work very hard not to be perceived as a vendor of service, but a partner in the outcome."