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BROKER-DEALERS: Fewer Than 1,000 Advisors Practice Management
HORNOR, TOWNSEND & KENT, LLC (HTK)
In 2022, HTK transformed our fee-based financial planning program to better support financial professionals in delivering financial advice to their clients and to make it more efficient for the financial professional to work with the home office and their clients. The comprehensive journey resulted in a complete rehaul and refresh of the program to elevate HTK’s model for supporting the growing demand and interest in fee-for-advice services. The initiative included feedback discovery Fee-based Financial Planning Program
sessions with financial professionals, an evaluation of technologies to best support new offerings, and detailed reviews and updates to agreements and workflows. HTK successfully implemented a revamped program, working across various departments and through a partnership with AdvicePay, resulting in an increase in adoption and greater interest in fee-based financial planning services.
Hornor, Townsend & Kent, LLC (HTK) is a wealth management firm supporting independent financial professionals across the U.S. As a broker-dealer and a registered investment adviser, HTK delivers a flexible platform for financial professionals to build and scale their practices; supports a culture of connection and access by cultivating trusted relationships; and provides peace of mind with the strength and stability as a Penn Mutual company. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Member FINRA/SIPC.
www.htk.com
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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