Strategic partnerships Trust & Will has established partnerships with various organizations such as UBS, Fifth Third Bank, and AARP, showcasing potential sales opportunities through collaboration with these partners for cross-promotions or bundled services.

Expansion into real estate Recent investments in real estate, like the purchase of 3.72 acres of land in Tucson, Arizona, present opportunities for sales in estate planning services to individuals acquiring properties or seeking comprehensive financial planning.

National advertising campaign The launch of a national TV advertising campaign themed 'Make It Count' indicates a marketing push that can be leveraged by sales teams to capitalize on increased brand visibility and customer acquisition potential.

Strategic partnerships in financial sector Collaborations with financial entities like CU Solutions Group and Northwestern Mutual open doors for sales teams to engage with a broader client base interested in comprehensive financial planning, including estate management.

Top leadership hire The appointment of Douglas Luftman as the chief legal officer brings expertise in Silicon Valley startups, providing a valuable connection for sales representatives to tap into his network for potential client referrals or industry insights.