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Hightower Facilitates Strategic Merger Between Hightower Bellevue and $350 Million Sovereign Wealth Advisors in Washington
Sovereign Wealth Advisors specializes in economic and retirement income scheduling, financial commitment management, tax administration and estate organizing CHICAGO, Dec. 12, 2022 /PRNewswire/ — Hightower today introduced that it has facilitated a strategic merger involving Hightower Bellevue and Sovereign Prosperity Advisors, an about $350 million independent fee-dependent SEC-registered investment decision advisor firm in Bellevue, Washington. The merger brings Hightower Bellevue’s belongings to practically $1 billion. Sovereign Prosperity and its advisors have been delivering wealth management and monetary assistance to consumers throughout the Pacific Northwest for more than 30 many years, specializing in economic and retirement earnings setting up, expenditure and tax management and estate setting up. Sovereign Wealth’s the vast majority-female leadership…
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Eight Questions for Advisors to Optimize Their Business for Growth
In 1986, Michael E. Gerber’s legendary “E-Myth” series introduced entrepreneurs to a new way of looking at building and growing a business. That is, he reminded us all that we need to invest our energies working ON the business and not just IN it. That’s not easy—particularly for financial advisors—because the day-to-day responsibility of serving clients is typically the priority. And, quite honestly, it’s anathema to consider taking time on a task that isn’t immediately revenue generating. Yet we are witnessing a growing trend that indicates advisors—regardless of whether they practice as employees or independent business owners—are thinking more about their businesses as “businesses.” They’re looking beyond the short-term and…
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