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How Operational Support Helped One HighTower Practice Grow

by HighTower Advisors on August 28, 2019

Advisors want to take their businesses to the next level. But that aspirational growth can be hindered by the day-to-day challenges of running a business.

At the 2019 HighTower Advisor Summit, advisor Patrick Fruzzetti of HighTower’s The Rosenau Group spoke at length about how HighTower’s infrastructure and service teams have helped the group grow. (Watch the full video here.)

“When we need support in a certain area – for instance, operations, trading or fixed income – HighTower delivers customized solutions to address exactly what we need. This has given us the flexibility required to grow the business,” said Fruzzetti.

According to Fruzzetti, HighTower’s support has helped give him and his colleagues more time to devote to their clients, which is something that many advisors struggle with: While they may want to accelerate their growth, they’re too often bogged down with back-office tasks. Without the time to devote to building client relationships and engaging in marketing initiatives, their ability to advance their businesses is limited.

By allowing HighTower to do the operational heavy-lifting, The Rosenau Group can put their focus squarely on business development serving their clients. “The more noise that HighTower can deal with on our behalf, the more time we have for our clients.”

Additionally, as a research-intensive group, Fruzzetti and the team at The Rosenau Group place a high value on the investment-support services HighTower brings; specifically, access to research providers and global macro thinkers. This provides the advisors with substantive, actionable information to make informed decisions and provide distinctive investment solutions. “We wanted to have access to everybody to be free to make our own investment decisions,” Fruzzetti said.

Want to learn more about how HighTower’s operational support capabilities can fuel your growth? Email us at advisorsuccess@hightoweradvisors.com.

# Advisor Success Business Development HighTower Investment Solutions Patrick Fruzzetti The Rosenau Group

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