add value to your client relationships

STRATEGIC PARTNERSHIPS

Partner with the experienced fee-only financial advisors at Team Hewins.

Complement your expertise with a strategic partnership that helps clients get organized and reach their financial goals.

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we treat you like part of the team

At Team Hewins, our advisors recognize that client wellbeing is a team effort.

Your clients trust your expertise for legal, accounting or other services. However, they may need help getting their finances in order throughout the process.

At the same time, our clients count on us to refer professionals who can become a trusted part of their financial team.

Our strategic partnerships are:

  • High-touch and mutually beneficial – Our ongoing relationship ensures that your work is properly implemented, basic questions get answered, and clients return to you for further assistance.
  • Collaborative – We will maintain a consistent two-way flow of information with you to keep us all on the same page.
  • Productive – Your clients’ financial goals always come first.

our partnerships

We proactively involve attorneys in our client relationships where appropriate, particularly those involved in estate planning, family law, or securities litigation.

As an attorney partner, you become part of our clients’ teams, strengthening client relationships and adding to your credibility.

Consider Team Hewins when clients…

  • Need help getting organized with finances or implementing an estate plan.
  • Do not have a financial plan or strategy around estate planning.
  • Provide negative feedback about an existing financial advisor.

From collaborating on the best possible strategy for a client to adding a high-touch advisor to your referral network, there are many reasons to partner with Team Hewins.

We collaborate with CPAs to help clients reach their financial goals.

Consider Team Hewins when clients…

  • Need a strategy to help reach a larger goal.
  • Are looking for ways to reduce their tax bill.
  • Want you to be involved in financial planning and need a collaborative approach.
  • Are dealing with a major life transition, like divorce or the loss of a spouse.

We see insurance as a key component of a client’s holistic financial plan.

As such, we frequently refer clients to our trusted insurance partners. Similarly, you may notice clients have gaps in their understanding of how insurance fits into their finances.

Consider Team Hewins when clients…

  • Do not know how much coverage they really need.
  • Do not currently have a financial plan in place.
  • Need a CERTIFIED FINANCIAL PLANNER™ professional to act in their best interest.

get to know the financial advisors at Team Hewins

Our referral partnership process begins with getting to know you and your firm.

We take a long-term view of our professional partnerships as well as our client relationships. As part of this approach, we like to get to know you and your team both personally and professionally.

This may include:

  • Group introductory meetings to get to know each other.
  • Educational sessions on specific topics of interest based on our mutual teams’ expertise.
  • Tips on how and when to refer a client.
  • Social meetups and events throughout the year.
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Smart Life Planning Process graphic

our approach to client experience

Our fee-only financial advisors work for your client’s best interest. We help your clients realize their ideal financial future with reliable guidance from an experienced team, along with our proprietary Smart Life Planning Process—an integrated approach to financial planning.

additional resources for your clients

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Here we go again

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contact Team Hewins

Introduce your clients to Team Hewins. Reach out today to speak with a financial advisor.

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