HCR In the News
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HCR Wealth Advisors releases Inheritor’s Guide, detailing actionable steps to take after receiving a financial windfall
In this news release, HCR announces the release of their Inheritor’s Guide, an educational resource and comprehensive report to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.
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Michelle Katzen named to the Los Angeles Business Journal’s list of “Women of Influence: Finance 2023”
Managing Director Michelle Katzen is recognized for her exceptional leadership, knowledge, skill and achievements across the full spectrum of financial responsibility by being named to the Los Angeles Business Journal’s list of “Women of Influence: Finance 2023.”
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Jordan Kahn explains the benefits of managing client portfolios in-house in this article in InvestmentNews
Chief Investment Officer Jordan Kahn discusses the long-term value of managing clients’ portfolios in-house in this article in InvestmentNews titled “Bucking the trend: Why some advisors refuse to outsource investment management.”
Read moreAlyssa Phillips talks about the importance of knowing your firm’s value proposition in this video interview with InvestmentNews on the Gameday Stage at the Schwab IMPACT Conference
Chief Operating Officer Alyssa Phillips provides insights on the keys to a wealth manager’s success in this video interview with InvestmentNews on the topic “Knowing your niche is a cornerstone to marketing, hiring success.”
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Alyssa Phillips shares insights on prioritizing customer retention in this article in Chief Executive
Chief Operating Officer Alyssa Phillips shares strategies for customer retention by catching up with technology in this article in Chief Executive titled “Customer Retention: CEOs Share Strategies.”
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Jordan Hanson provides tips on how advisors should serve Millennials in this article in Financial Advisor
Financial Advisor Jordan Hanson comments on the preference of younger clients to consume financial advice in their own time and in bite-size increments in this article in Financial Advisor titled “The NextGen Boom: Are You Ready?”
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Steve Weinberger discusses the creator economy and unique financial needs of athletes, entertainers and creators in this article in Wealth Solutions Report
Steve Weinberger gives views on the creator economy and the mindset, challenges and needs of clients with high earnings early in their careers in this article in Wealth Solutions Report titled, “The Unique Financial Needs Of Athletes, Entertainers And Creators.”
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Michelle Katzen and Alyssa Phillips featured in the Los Angeles Times’ issue for Inspirational Women Awards
For the Los Angeles Times’ Inspirational Women Awards, Managing Director Michelle Katzen and Chief Operating Officer Alyssa Phillips were named as short-listed nominees and received certificates. The award recognizes the accomplishments of outstanding women from corporations and nonprofit organizations throughout California who demonstrated noteworthy success and accomplishments over the past 24 months.
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Alyssa Phillips shares highlights from the Schwab IMPACT conference in Denver
The Schwab IMPACT Conference brings together the largest gathering of fiduciary financial professionals in the nation. In this video interview, our COO Alyssa Phillips shares takeaways from her favorite session — and it’s no surprise if you know Alyssa, the session was on building relationships.
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Alyssa Phillips provides insights on how to become a better mentor in this article in Barron’s
Chief Operating Officer Alyssa Phillips comments on the importance of setting expectations and giving mentees space when mentoring in this Barron’s article titled “9 Ways Financial Advisors Can Become Better Mentors.”
Read moreJordan Hanson discusses the 50/30/20 budgeting rule in this article in Fortune
Financial Advisor Jordan Hanson explains strategies for utilizing the 50/30/20 budgeting rule in this article in Fortune titled “How the 50/30/20 budgeting rule works—and can help simplifying how you spend money.”
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Steve Weinberger’s entrepreneurial journey is profiled in VENTEUR Magazine
Senior Managing Director Steve Weinberger shares his entrepreneurial successes and challenges in this article titled “A Founder’s Journey Includes Being Social”
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