Insights

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.

How to Help Your Clients Replace Their Paychecks in Retirement

As your clients near retirement age, one of the questions on their minds is: How do I replace my salary when I retire? Many of your clients have spent decades receiving a paycheck and putting a portion of it away for retirement savings. But as retirement nears, clients may be wary about the prospect of […]

College Financial Planning: Adding Value to Client Relationships, While Expanding Your Business

Spring is a time of renewal and many high school seniors are looking forward to beginning the next chapter of their lives as they make decisions about which college they will attend in the fall. It’s also a great time to get in front of clients and prospects to talk about college financial planning for […]

Take Advantage of Tax Season to Review Clients’ Beneficiaries

It’s tax time and many of your clients likely are reviewing their finances and considering tax implications of their investments and accounts. While these topics are top of mind for clients, it’s a good time to reach out and suggest they also take the time to review their beneficiary designations on their accounts. This exercise […]

Beginning of the Year Tax Moves to Make

The 2021 tax season is quickly approaching. Most clients will need to file tax returns by April 18, rather than April 15, due to the Emancipation Day holiday in Washington DC. While we are already in 2022, there are still some things you can do to help clients save on their 2021 return while also […]

The Innovative Aspects of Structured Notes

Today many clients have challenges trying to generate income while limiting risk in the current low-interest rate environment. One possibility to consider for clients with the appropriate risk profile is structured notes. What are Structured Notes? Structured notes are securities issued by financial institutions whose returns are based on equity indices, a single equity security, […]

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 […]

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