“The best approach” to marketing your business

“The best approach” to marketing your business

Published on February 10, 2020 by NAPFA   Marketing is an essential part of the financial advisory business, especially in the growth phase when advisors are still building a client base. Along with other experts, Robert Freedman of Team Hewins shares his perspective...
Congratulations to Chris Anderson and Kris Mauger!

Congratulations to Chris Anderson and Kris Mauger!

We are pleased to announce the promotions of two talented and dedicated team members, Chris Anderson and Kris Mauger. Chris Anderson, who has been with Team Hewins for over 6 years, has been promoted to the position of Investment Operations Lead. Kris Mauger, an...
Celebrating Two Decades of Partnership and Service

Celebrating Two Decades of Partnership and Service

Last month we celebrated the 20th Anniversary of Roger Hewins and Martha Post’s business partnership and service to clients. Over those years, Roger and Martha have worked together to serve hundreds of families with complex financial lives, helping them to find...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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