Using Workforce Analytics to Optimize Employee Talent

by on January 23, 2020

Finding and retaining the right person for the job is a huge investment for any advisory business. When you find a qualified, ideal employee, how can you make sure you’re optimizing the working relationship? At the most recent HighTower Pinnacle conference, workplace behavior expert and award-winning business coach David Nast delivered a fascinating keynote speech […]

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How Advisors Can Stay Vigilant About Cybersecurity

by on January 15, 2020

The word “cybersecurity” may bring up images of Mission Impossible gadgets and rooms filled with black-clad hackers. However, in this day and age, the reality of the situation is much less glamorous and much more pressing—cybersecurity impacts every industry and anyone with an internet-connected device. According to recent data from cybersecurity education company Cybint, almost […]

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How Can Advisors Help Resolve Family Wealth Issues?

by on January 08, 2020

Many advisors who work with a multigenerational family know that these relationships can be very complex. Combine family wealth with different personalities and priorities, and you have a recipe for a family dynamic that can be challenging for even seasoned advisors. At the 2019 HighTower Pinnacle conference, Bill Lyons, Senior Director for the Abbot Downing […]

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Event Planning 101: Starting Small

by on December 20, 2019

Most advisors understand that hosting client, community and corporate events can be a great way to deepen relationships, connect with new prospects and build a robust brand. Interacting with clients outside of a formal business setting can give you an opportunity to nurture relationships and engage with them, while also gaining organic access to their […]

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What is the Emotional Toll of Selling an Advisory Business?

by on December 11, 2019

There are many reasons why an advisory firm may consider selling to a larger entity. Whether the principals want to jumpstart growth without sacrificing client service or are simply feeling overwhelmed by the business management and operational aspects of running the practice, seeking outside assistance in the form of an acquirer can help to solve […]

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What is the Impact of Financial Health on Your Team’s Physical & Mental Health? It’s More Than You’d Think!

by on November 27, 2019

According to a recent study by Fidelity Investments, American companies are slated to spend upwards of $3.6 million on wellness programs for employees and their families in 2019. From HSA funding to gym memberships and pet insurance, the trend towards prioritizing holistic wellness is part of a larger movement by many firms to nurture […]

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Three Ways Advisors Can Use Podcasting for Brand Building

by on November 21, 2019

In recent years, podcasts are emerging as an increasingly popular medium with a growing, loyal audience. And, it’s not just true-crime junkies tuning into this modern take on radio. In fact, according to a recent study, as of June 2019, 51 percent of Americans have listened to a podcast, and that number is significantly higher […]

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The Financial Advisor’s Guide to Local Media Exposure Part 4: Building Connections Through Social Media

by on November 13, 2019

In Part 1, Part 2 and Part 3 of our series on local media exposure, we explained how advisors can become industry newsmakers, connect with local journalists and leverage thought leadership content to build their brands and engage prospects. In today’s device-focused society, the natural next step is to share and amplify your original ideas […]

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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.