Asset ManagementHightower Launches ‘Elevate,’ a Virtual Business Enrichment Program

The virtual educational series is designed to help Hightower advisory businesses boost organic growth
PRNewswire PRNewswireMay 15, 20205 min

Hightower today announced the launch of ‘Elevate,’ a 20-week virtual business enrichment program designed to help Hightower advisors master practical ways to propel their business forward through the current crisis and beyond. This online education series features a mix of collaborative webinar meetings, video lectures, and workshops on specific topics such as organic growth, human capital, scale and efficiency and business valuations.

“These virtual learning opportunities are a great way for our advisors to leverage our close-knit community to learn, collaborate and grow together – even from afar,” said Bob Oros, Hightower CEO. “We are excited to kick off this program to help our advisors drive momentum through these uncertain times to prepare for the other side.”Fintech News

Courses in Elevate commenced the first week of May and included:

  • Organic Growth Series: Designed for the advisor who is growth-minded and ambitious, this 20-week program will lead Hightower advisors through the steps necessary to jumpstart business growth, while also providing opportunities for networking and peer collaboration. Courses include mastering pipeline workflows, leveraging Engage (the new digital automated marketing platform), solidifying COIs and increasing referrals and share of wallet opportunities.
  • Human Capital Series: Architected to help Hightower advisors with sourcing, hiring and retaining top talent, this virtual program outlines the steps required to create an exemplary advisory business staff. Courses include identifying and accessing key talent, creating a performance based culture, getting the most from employees, and coaching the next generation of leaders.
  • Scale and Efficiency Series: This three-part series provides a roadmap for Hightower advisory businesses for adopting and maximizing the digital operations tools offered through Hightower and its custodians. These classes will help advisors scale, improve client security, reduce operating costs and gain the efficiencies their businesses need to thrive.
  • Business Owner Services Series: This series puts a focus on introducing Hightower’s differentiated valuation capabilities to prospective business owner clients and centers of influence. Courses are focused on driving dialog with existing and new business owners to showcase support and services offered to assist them.

Delivered through Hightower’s Advisor Success program, and subject matter experts, each Elevate course is limited to 20 participants to maximize engagement and action.

Hightower offers independent-minded advisory businesses a capital-rich partner and customizable suite of services designed to help accelerate both organic and inorganic growth. In addition to capital, Hightower provides an advanced, integrated advisor platform – including technology, compliance, accounting, payroll, human resources, investment research/due diligence and marketing services. Advisory groups that partner with Hightower also gain access to business development consulting and education, leadership and team development, economies of scale, deep industry relationships and a supportive advisor community.



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