HCR In the News
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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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Alyssa Phillips speaks about Building an Empowered & Collaborative Workplace in this Swift Chats Podcast episode
COO Alyssa Phillips discusses how HCR uses technology and people to build an empowered and collaborative workplace culture in this podcast episode with Marie Swift on Swift Chats in the Financial Services Industry.
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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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HCR Wealth Advisors’ Michelle Katzen Wins ‘Rising Star of the Year’ Award at 2022 Wealth Management Industry Awards
In this news release in Yahoo! Finance, HCR announced Michelle Katzen winning an award at the ‘Wealthies’ as well as Alyssa Phillips speaking on a CTO panel at the event, plus other firm leaders being speakers and panelists at other recent key industry events.
Read moreGreg Heller explains HCR’s approach to meetings with family member clients in this article in Barron’s
CEO Greg Heller discusses the benefits of a team approach to meetings with family members in this article titled “For Financial Pros, Working With Family Members Isn’t Easy.”
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Greg Heller profiled in Authority Magazine about “5 Things I Wish Someone Told Me Before I Became a CEO”
CEO Greg Heller was profiled in Authority Magazine discussing “5 Things I Wish Someone Told Me Before I Became a CEO.”
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Greg Heller comments on money-related retirement regrets in this article in TheStreet
CEO Greg Heller provides insights on retirees’ financial regrets in retirement and the importance of factoring for a long lifespan when creating financial plans in this article in TheStreet.
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Alyssa Phillips discusses the importance of “tech-forward” advisors to better technology adoption during a CTO tech panel at the 2022 WealthManagement.com Industry Awards
Chief Technology Officer Alyssa Phillips highlighted the benefits of finding tech advocates in your firm’s advisor pool as a panelist on a CTO tech panel at the 2022 WealthManagement.com Industry Awards.
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HCR Wealth Advisors Listed as One of the Best Financial Advisory Firms in Los Angeles by Expertise.com
Expertise.com scored 903 financial advisors in Los Angeles and narrowed it down to the top 25 based on 25 variables across five categories. HCR scored an ‘A’ in reputation, professionalism, friendliness, helpfulness, and detail, and an ‘A+’ in responsiveness.
Read moreJordan Kahn shares his market outlook for the rest of 2022 in article in Wealth Management Magazine
Chief Investment Officer Jordan Kahn discusses if the current bear market environment has bottomed out yet in this bylined article he wrote for the 2022 Midyear Outlook issue of Wealth Management Magazine.
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Alyssa Phillips explains the top 6 things that most leaders do but great leaders don’t in this feature article in Finance Digest
Chief Operating Officer Alyssa Phillips authored this bylined article titled “What Most Leaders Do, But Great Leaders Don’t” based on her experiences as leader and her quest to constantly seek out ways to improve.
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