HTK and 1847Financial kick off a strong partnership in 2024 | HTK

HTK joined 1847Financial firms and leaders across the country to share goals and priorities for 2024. 

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.

HTK President Aaron Gordon took the stage in Miami to share about the strength in partnership between HTK and 1847Financial.

HTK Director of Business Management Joe Nicholson presented to a breakout group on the importance of HTK, Penn Mutual and 1847Financial working together in 2024.

1847Financial teams gather on stage at the Penn Mutual Field Leaders Kickoff Meeting.

“Be Amazing” provided inspiration for a group photo with the 1847Financial employees and financial professionals, and HTK employees, while visiting in Oklahoma City.

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