Join ProTrustee for a conversation with Theresa Hughes and Tara Bolinski on how Pinion, a Santora CPA Group affiliate, delivers excellent client service while continuing to grow.
They share how their team stays committed to the unique and complex needs of the families they serve — and how ProTrustee supports their high-touch service model behind the scenes.
What you’ll learn
- How Pinion thinks about scaling without sacrificing client service
- The operational practices that keep their team aligned across accounts
- How ProTrustee fits into their day-to-day administration workflow
- Practical takeaways for trust practices facing similar growth challenges