Author: John Yackel

John is the Founder and Chief Executive Officer of Trucendent. Trucendent was built for financial advisors and has modernized the delivery of estate planning and the use of trusts. Trucendent’s business solution combines technology with a professional network of attorneys and corporate trustees for financial advisors. Advisors can now capture new assets and extend relationships with this integrated offering. We have the largest intergenerational wealth transfer approaching. Combined with the fact that over 80 percent of heirs terminate the relationship with the advisor after that transfer, Trucendent strives to arm the financial advisor with the tools and skills needed to retain and grow their business. Before founding Trucendent, John was Head of Strategic Initiatives at Envestnet. He was instrumental in leading strategy, business development, advisor adoption, and growth strategies at Fiduciary Exchange, LLC (FIDx) and Advisor Credit Exchange (ACE). Prior to that role, John was Head of Institutional Business Development at Envestnet and led all new business development activities, had oversight of the bank strategy, and helped to create the OneWealth initiative.

Estate Planning/Trust Exchange/Trusts

Time to Teach Your Clients About Corporate Trustees

November 3, 2022November 8, 2022 John Yackel

A recent survey identified that more than 75% of those surveyed chose a family member as a Guardian...

Estate Planning/Trust Exchange

Estate Planning Offers an Immense Opportunity to Advisors

October 19, 2022November 7, 2022 John Yackel

We know that more than 50% of Americans think that estate planning is at least somewhat important. We also know that only about 1/3rd of Americans actually have a will or living trust.