Our Partners Are Here To Serve You
Our partners are also here to help you reach your goals and grow your business.
HBR was created as a result of our Ownership Team’s collaborations on the two sides of the Recruiting & Staffing coin. Their very diverse and opposing backgrounds lead to unique discussions on why Hiring Managers & Business Owners ultimately decide to hire or not to hire a Recruiter to help find employees! The results of these talks provided a strategic advantage when creating the HBR Business Model.
Combining technology capabilities, consulting services, and relevant content, Actifi provides expertise and insight to accelerate advisor success in five key areas: Accelerated Advisor Growth, Improved Advisor Effectiveness, More Consistent Client Service, Enhanced Advisor Leadership, and Strategic Success. Please Note: As part of your investment with What’s Next we provide access to the SuccessPro suite of tools. Please speak with your coach for additional details.
Turnkey services to help better optimize, enhance, diversify, and scale your wealth management business
· Chief Investment Officer
· Trust Services
· Workplace Retirement Plans
· Roadways Express IRA
· Fiduciary Services
These award winning Merger and Acquisition experts are dedicated to helping financial advisors and
other small business owners value, grow, protect and plan for the transition of their business.
other small business owners value, grow, protect and plan for the transition of their business.
Specializing in conventional lending for financial advisors, Pinnacle’s team can assist with structuring and financing for full or partial book acquisitions, refinance of SBA loans, or seller notes.
RIA Compliance Key, founded in 2020, is a boutique regulatory compliance consulting. With over 40 years combined experience, our consultants can support your business at every juncture, be it initiating an RIA registration or ensuring ongoing compliance.
At LSA, we pride ourselves on equipping investment advisors with the best tools and infrastructure available, allowing them to focus more on what truly matters: their clients. From portfolio management and research to creating customized presentation materials, we offer unmatched support to independent financial advisors nationwide.
Since 2010, Principal/Owner, Todd Vroman, and Adesso Associates have been successful at helping business owners, executives and employees with making their communications more constructive and attaining the outcomes they desire from their interactions. This ultimately leads to greater employee engagement and productivity that positively impacts the bottom line.
