HTK has been traveling across the country to meet with 1847Financial leaders, visit their firms and connect with financial professionals — while sharing what’s in store for 2024 and beyond.
In January, HTK made in-person visits to 1847Financial firms in Nashville, Oklahoma City and the Philadelphia area, then traveled to Miami for the 2024 Penn Mutual Field Leaders Kickoff Meeting. This is in addition to virtual presentations to financial professionals within 1847Financial in the Pittsburgh and Houston headquarters, respectively.
HTK shared about enhancements coming to investment products and wealth management platforms that we offer, to continue to make it easier to do business with us, and deliver personalized solutions and advice for your clients. Presentations also highlighted the HTK Advisory Series powered by Envestnet and fee-based financial planning, part of our signature suite of advisory solutions.
“After a tremendous year for HTK in 2023, the team is hard at work and diving into ways we can further support our financial professionals and their businesses in 2024,” says Aaron Gordon, HTK president. “With a strong partnership between HTK and 1847Financial, I’m excited to see what we will accomplish, together.”
1847Financial is an elite, national organization of financial services firms through which HTK financial professionals affiliate. Learn more about 1847Financial by visiting www.1847financial.com.
See photos from kickoff events in the slideshow below.