Delivering the financial guidance, solutions and services to allow our clients to pursue their definition of success.

Our blog is a place to explore relevant issues within the industries we serve and provide meaningful discussion on topics of interest. The views expressed in this blog are those of the authors and do not necessarily reflect the opinions of HilltopSecurities, or any other affiliated organization.

Optimizing Your Life Insurance Prospecting Process

Insurance is an important component of any financial plan. Traditionally, it is used to protect families in the event of an untimely death so they can maintain their lifestyle. It can also be used to preserve the wealth your clients have worked so hard to build and allow them to effectively transition it to the […]

How to Discuss Long-Term Care Planning with Your Clients

Some of the most difficult conversations you will have with your clients are around aging and the need to prepare for the possibility that they may need some type of long-term care in the future. Many clients assume family members will care for them in their home if they become sick or need assistance with […]

Hire an Assistant to Take your Practice to the Next Level

In an environment of rising client expectations and strong competition for client assets, it’s more important now than ever before to deliver concierge-level service to your clients. It’s the one way a financial advisor can differentiate themselves from other advisors, and it can become a competitive advantage if the client experience is exceptional. One way […]

Positioning for Growth: Benefits of Adding Next-Generation Junior Advisors to Your Team

Positioning for Growth: Benefits of Adding Next-Generation Junior Advisors to Your Team A 2019 J.D. Power study shows the average age of financial advisors today is 55, with many advisors working well into their 60s and 70s. As an advisor ages, the client base often begins to resemble him or her. This means that you […]

Are You Ready for the Great Wealth Transfer?

It’s estimated that Baby Boomers will transfer about $68 trillion in assets to Generation X and Millennials over the next 25 years – the largest generational wealth transfer in history. This is both an opportunity and a risk for financial advisors. It’s an opportunity for advisors to grow their book and maintain their current one […]

Using Digital Planning Tools to Deepen Client Relationships

Are you on the short list for your clients to call when they face a major life change, such as a sudden death in the family? Do they contact you for help when they have good financial news – like a recent windfall or inheritance? Most financial advisors aspire to become the trusted advisor to […]

7 Tips for Choosing the Right Wealth Management Partner

Finding the right Wealth Management partner firm is critical to the success of a financial advisor’s practice. While factors like back-office support and practice management are important, the final decision goes beyond a simple checklist of services. Advisors looking to grow their business and elevate their practice will want to dig deeper to ensure the […]

4 Essential Digital Tools for Driving New Client Exposure

Technology has changed the way people get financial advice. And the COVID-19 pandemic has only accelerated clients’ and prospects’ expectations for accessing financial information and communicating with their financial advisor online. That’s why many financial advisors need to change the way they deliver financial advice—and how they grow their business. Build or Update a Website: […]

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