Mike Flinn

Contributor

As a founding member of one of the original “Advisor Friendly” independent trust companies in 1991, and widely considered a “pioneer” in this rapidly expanding arena, he consults with advisors in the strategies and questions necessary to engage clients in the successor trustee dialogue. During his career, he has enabled advisors to capture and manage over $5 billion in new trust assets.

Mike Flinn

Vice President, National Sales Manager

BOK Financial Advisor Trust Services

Direct 480-596-4334 or MFlinn@bokf.com

Leveraging the “Trust Protector” Role as Your Client’s “Wingman”

Trust protector, individual or group, consists of family members or close friends, people with whom grantor believes will best represent intentions.

Managing Irrevocable Trust Assets: Heed the “Guardrails"

When managing an irrevocable trust, the advisor’s legal “client” is the trustee. It is critical to understand the beneficiary has no legal authority.

Adapt and Prepare: How advisors can take a lesson from Batman

Like Batman’s utility belt, advisors need access to solutions to a variety of questions at the ready.

Tools for Advisors: Succession Planning for Clients and Your Firm

One of the most popular topics featured at the largest financial advisor conferences over the past decade is “Next Gen” opportunities.