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Genesys Wealth Advisers Working together with Genesys Wealth Advisers we have developed a customised version of TRUST specifically for Genesys member firms. With ten custom templates specifically designed in collaboration with a leading Genesys firm and a Genesys branded TRUST report, you are able to hone in on what is particularly important for each sector of your client base. TRUST is a template driven web-based process that runs right from your website. All of the content is approved by Genesys compliance and you have the ability to create new content that suits niche areas targeted by your firm. To try a TRUST assessment with your ‘client eyes’ on, please click on your choice of three sample templates listed below, enter the details requested and you can start your assessment immediately. We’ll then email you the report that TRUST creates based on your responses. >>New client / pre-retiree / individual >>New client / retiree / couple >>Review meeting / pre-retiree / individual You can download more information on TRUST for Genesys here.
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