Having a household budget can help you stay on top of bills, pay off debt, save for retirement, and achieve other long- and short-term financial goals. But there are many ways to go about it, including using a budgeting app or the envelope system.
CEO Greg Heller’s bylined article titled “How tuck-ins help advisory firms grow effectively” was featured in WealthManagement.com’s 2023 Midyear Outlook. The article explains how smaller advisory firms can scale quickly and efficiently with a tuck-in.
Senior Financial Advisor Shawn Landis authored this article titled “Inheriting generational wealth? Important considerations for wealth preservation” that was published in the California Business Journal. The article explores the steps to take when receiving an inheritance and includes access to HCR’s Inheritor’s Guide.
CEO Greg Heller authored this bylined article titled “How tuck-ins help advisory firms grow effectively” for InvestmentNews, discussing why this approach is commonly part of an independent advisor’s succession plan and also offers smaller firms the chance to scale quickly and efficiently.
Senior Managing Director Steve Weinberger provides insight into why HCR specializes in serving certain niches and ideal clients in this webinar from the National Association of Personal Financial Advisors (NAPFA) titled “Magnetic Marketing: Niching In with Ideal Client Personas and Hyper-Relevant Messaging.”
CEO Greg Heller discusses the role of credit cards in wealthy Americans’ lives in this article in GOBankingRates titled “How Do Rich People Use Their Credit Cards?”
Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2023 “Leaders of Influence: Wealth Managers” list in Los Angeles.
In this news release, HCR announces the release of their Inheritor’s Guide, an educational resource and comprehensive report to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.
Chief Investment Officer Jordan Kahn discusses the long-term value of managing clients’ portfolios in-house in this article in InvestmentNews titled “Bucking the trend: Why some advisors refuse to outsource investment management.”
Chief Operating Officer Alyssa Phillips provides insights on the keys to a wealth manager’s success in this video interview with InvestmentNews on the topic “Knowing your niche is a cornerstone to marketing, hiring success.”
Chief Operating Officer Alyssa Phillips shares strategies for customer retention by catching up with technology in this article in Chief Executive titled “Customer Retention: CEOs Share Strategies.”
Steve Weinberger gives views on the creator economy and the mindset, challenges and needs of clients with high earnings early in their careers in this article in Wealth Solutions Report titled, “The Unique Financial Needs Of Athletes, Entertainers And Creators.”
