Partnering with Us
Advisors Consider Partnering With Us
We are best positioned to support two types of advisors looking for a change:
- Advisors that want to continue building their business and are looking for a place to get the marketing and, back office support needed to grow.
- Advisors that want to move their business to a true independent fiduciary firm
- Advisors in need of a succession partner; possibly thinking of retiring someday? We have a lot of experience working with advisors and successfully transferring them into their retirement. Maybe you do not have a plan if you cannot run your day to day operations; this global pandemic may have you rethinking your succession plans.
- If you are looking for a buyer, we are flexible with our terms and timeframe and the overall buyout package will be very competitive
- We are an SEC registered firm, so you can work with clients from any states and we have a broker dealer relationship to accommodate those products.
- Are you getting the support you need to grow your business? We have full support for advisors so that you can focus on your clients and growing your business
- Our fees are aligned with our clients when their accounts go up our fee goes up, when their fee goes down our fee goes down, we are on the same side of the table as our clients
- We stay up to date on our technology tools so that it gives us good data to give clients advise on retirement planning options, social security strategies, tax planning strategies and much more.
- We invest heavily into our technology tools and continuing education training each year so that we have the most up to date tools and stay educated within our area of expertise.
- Do you want to have the ability to manage trusts and be able to provide trustee services? At Hilltop we have full capability to manage trusts
- Many firms promise leads and marketing support, but they do not deliver. We are different!
- We have full marketing support, which includes receiving leads through our various marketing strategies, including workshops, on-line marketing, and various media strategies including a broadcast show focused on providing financial guidance. We have instituted a systematic stay in touch system for clients and prospects, which includes hosting various client-bring-a-guest events.
- Back office support, including a client relationship manager to assist with all client related matters, along with the latest technology allowing the team to track client information and tasks.
- You and your clients will have access to the latest technology that includes a client portal that is state of the art and easy for clients to use. The latest financial planning technology and research capabilities are also instituted.
- We participate in many local nonprofit organizations, which include board member participation, volunteering through-out the year and financial support. We encourage and support volunteering in the communities in which we live and work. We have developed a matching volunteer fund where Hilltop will match client contributions to charity.
If you are interested in a confidential conversation to find out more please reach out to Erik Brenner his mobile is 574-532-2869 or you can email him at email@example.com