Wealth Confidants: Becoming the Advisors of the Future


While the financial services industry is largely focused on technical training, at Highland we are in the relationship business, as we help clients discover a personal vision for their ideal future while growing their wealth. We are authorities on financial matters, yet our clients are the authorities of their own lives.

There are skills every advisor needs to learn and practice in order to lead conversations that go deeper than dollars and cents. This is where Highland’s proprietary training for advisors comes into play. At Highland, all team members are certified as “Wealth Confidants” through hands-on instruction in communication skills, developing a coaching mentality and communicating with purpose. This ongoing training enables our Wealth Confidants to connect deeply with clients, becoming indispensable guides on the journey to help them maximize their return on money and life.

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Highland Private Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

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