As Seen In

Greg Heller discusses how advisory firms benefit from the support and expertise of a larger practice in his bylined article on tuck-ins published in WealthManagement.com’s 2023 Midyear Outlook
August 21, 2023

Greg Heller discusses how advisory firms benefit from the support and expertise of a larger practice in his bylined article on tuck-ins published in WealthManagement.com’s 2023 Midyear Outlook

CEO Greg Heller’s bylined article titled “How tuck-ins help advisory firms grow effectively” was featured in WealthManagement.com’s 2023 Midyear Outlook. The article explains how smaller advisory firms can scale quickly and efficiently with a tuck-in.

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HCR Wealth Listed in Financial Advisor Magazine’s 2023 RIA Rankings
July 14, 2023

HCR Wealth Listed in Financial Advisor Magazine’s 2023 RIA Rankings

HCR Wealth was listed in Financial Advisor Magazine’s 2023 RIA Rankings, coming in at #266 in the list of largest RIA firms in the country.

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Shawn Landis provides tips on what to do when inheriting wealth in article from California Business Journal
July 6, 2023

Shawn Landis provides tips on what to do when inheriting wealth in article from California Business Journal

Senior Financial Advisor Shawn Landis authored this article titled “Inheriting generational wealth? Important considerations for wealth preservation” that was published in the California Business Journal. The article explores the steps to take when receiving an inheritance and includes access to HCR’s Inheritor’s Guide.

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Greg Heller explains how tuck-ins help advisory firms grow effectively in this InvestmentNews article
July 5, 2023

Greg Heller explains how tuck-ins help advisory firms grow effectively in this InvestmentNews article

CEO Greg Heller authored this bylined article titled “How tuck-ins help advisory firms grow effectively” for InvestmentNews, discussing why this approach is commonly part of an independent advisor’s succession plan and also offers smaller firms the chance to scale quickly and efficiently.

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Steve Weinberger Speaks On Building Trust and Earning Credibility Through Niche Marketing in this NAPFA Playbook Series Webinar
June 6, 2023

Steve Weinberger Speaks On Building Trust and Earning Credibility Through Niche Marketing in this NAPFA Playbook Series Webinar

Senior Managing Director Steve Weinberger provides insight into why HCR specializes in serving certain niches and ideal clients in this webinar from the National Association of Personal Financial Advisors (NAPFA) titled “Magnetic Marketing: Niching In with Ideal Client Personas and Hyper-Relevant Messaging.”

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Jordan Hanson explains the top 4 steps you should take to secure your inheritance in article from TheStreet
April 12, 2023

Jordan Hanson explains the top 4 steps you should take to secure your inheritance in article from TheStreet

Financial Advisor Jordan Hanson authored this bylined article titled “4 Steps to Best Use Your Inheritance” published in Retirement Daily by TheStreet, highlighting what to do and what not to do after receiving an inheritance or financial windfall.

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Greg Heller comments on the benefits wealthy Americans get from credit cards in this article in GOBankingRates
April 6, 2023

Greg Heller comments on the benefits wealthy Americans get from credit cards in this article in GOBankingRates

CEO Greg Heller discusses the role of credit cards in wealthy Americans’ lives in this article in GOBankingRates titled “How Do Rich People Use Their Credit Cards?”

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HCR Wealth Advisors Recognized as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal
March 20, 2023

HCR Wealth Advisors Recognized as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal

Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2023 “Leaders of Influence: Wealth Managers” list in Los Angeles.

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HCR Wealth Advisors releases Inheritor’s Guide, detailing actionable steps to take after receiving a financial windfall
March 7, 2023

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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Jordan Kahn explains the benefits of managing client portfolios in-house in this article in InvestmentNews
February 3, 2023

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.”

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Alyssa 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
December 12, 2022

Alyssa 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
December 2, 2022

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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