HTK hosts HTK Engage 2023 | HTK

HTK held its first round of 2023 regional meetings in May and June, offering the opportunity for affiliated financial professionals to learn and grow with HTK, our partners and each other. 

At HTK, we’re committed to ensuring our affiliated financial professionals have access to opportunities to learn and grow their businesses. In 2023, HTK is hosting a new regional event series, called HTK Engage, that brings HTK financial professionals together in smaller group settings. Together with their peers and representatives from HTK and our partner firms, HTK financial professionals can explore effective ways and new ideas to reach clients and deliver financial advice.

In May and June, HTK hosted three of five regional meetings, in Philadelphia, Boca Raton, Florida and Greenwich, Connecticut.

The regional meetings each have distinctive guest speakers from well-renowned firms, including Envestnet, AssetMark and Brinker Capital, that support HTK platforms and our financial professionals. Trends such as portfolio personalization, the fee-for-service model and other topics are covered, along with HTK updates and enhancements.

HTK financial professionals are encouraged to join us for the next series of regional meetings this fall, in Akron, Ohio and Dallas.

5794720RG_Jul25

Follow along with the latest from HTK. Follow On Linkedin

Read More by this Author

HTK named top 25 broker-dealer again in 2023

Company News

HTK has placed No. 25 in Financial Planning's IBD Elite 2023, the magazine's top independent broker-dealer ranking,...

HTK named top 25 broker-dealer again in 2023 Read More

HTK featured in Wealth Management 2023 Midyear Outlook

Company News

HTK Field Development Director Ken Jones shares how embracing the right technology can bolster your success....

HTK featured in Wealth Management 2023 Midyear Outlook Read More

HTK named a 2023 Wealth Management Awards Finalist

Awards & Recognition

In recognition of our transformed fee-based financial planning program, HTK is a top three contender within its cat...

HTK named a 2023 Wealth Management Awards Finalist Read More