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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.

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Scott McCaffrey Takes Top Job as Head of Momentum Independent Network

DALLAS, August 9, 2023 – Momentum Independent Network Inc. (MIN), an affiliate of Hilltop Securities Inc. (HilltopSecurities), is pleased to welcome Scott McCaffrey as the new Head of Momentum Independent Network. “To have the opportunity to add someone of Scott’s caliber to the Momentum Independent Network team is a real high point,” says John Muschalek, […]

Selling an Advisory Practice: How to Prepare

Within the next 10 years, 37% of financial advisors are expected to retire, according to Cerulli Associates. However, 25% of these retiring advisors are unsure of their succession plan. Selling an advisory practice to the right person at the right price can be a complicated process that requires planning and consideration of several factors. Making […]

Inheriting Heirs

Multi-generational wealth transfer is one of the most significant factors affecting clients and financial advisors in the coming decades. It is estimated that $84.4 trillion of wealth will be transferred to Gen X and millennial heirs and charities through 2045, according to Cerulli Associates. Most of this wealth will be transferred from Baby Boomers – […]

Continuity Planning in Case of Accidental Death, Disability or Diminished Capacity

Advisors often have tough conversations with clients about preparing for the unexpected yet fail to do the same for themselves. Questions advisors should ask themselves include: What would happen if I was unable to perform my job for several days? Several weeks or months? What would happen if I became disabled and could no longer […]

Demonstrating Value with an Annual Planning Calendar

In today’s increasingly competitive environment, it’s important for advisors to deliver comprehensive financial planning services tailored to the needs of clients, structured in a way that is operationally efficient and scalable. One way to demonstrate value and rise above the competition is to provide clients with a planning calendar around planning topics that are relevant […]

How Older Advisors Can Plan to Retire

As you near retirement age, what steps have you taken to prepare? Do you have a detailed succession plan in place if you become disabled or die unexpectedly? Advisors spend most of their careers helping clients prepare for retirement or the unexpected, but often don’t spend enough time planning for their own future. In fact, […]

Using a Digital Marketing Strategy to Grow Your Practice

Competing in today’s environment requires financial advisors to find ways to exceed client expectations. Investors are increasingly looking for greater personalization and innovation from their financial advisors, expecting both digital and in-person options for accessing financial information and advice. Advisors with a focused digital strategy are more effective at increasing their pipeline and typically outperform […]

Leveraging Technology to Grow Your Practice

In today’s competitive marketplace, advisors need to leverage every advantage possible to grow their practice while continuing to offer clients a superior experience. Technology can be a big advantage, and advisors who become comfortable incorporating marketing and practice management tools into their practice will have a competitive edge in an increasingly digital economy. Let’s look […]

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