Month: December 2019

BB Feature Image
Episode 25 — How to Stay One Step Ahead With Cybersecurity — With Sarah Khan

Episode 25 — How to Stay One Step Ahead With Cybersecurity — With Sarah Khan

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Protecting client data is of great importance to the HighTower Great Lakes team. That’s why they’ve enlisted Sarah Khan to help protect clients and advisors from digital threats.

Today, Tim Scannell is joined by Sarah, HighTower’s chief information and security officer, to explore how she works behind the scenes to protect clients. Sarah also shares steps you can take today to keep yourself and your information safe.

In this episode, you’ll learn:

  • About Sarah’s role at HighTower Great Lakes and how it benefits clients
  • How Sarah and her team ensure that clients’ information is kept safe
  • The value in using two-factor authentication
  • Sarah’s tips and tricks for protecting your data from hackers
  • And more!

Join Tim and Sarah now for an information-packed episode on how you can stay safe with cybersecurity!

Resources:  HighTower Great Lakes

 

BB Feature Image
Episode 24 – An Inside Look at the Investment Process — With Steve Billimack CIMA®, CAIA®, AIF®

Episode 24 – An Inside Look at the Investment Process — With Steve Billimack CIMA®, CAIA®, AIF®

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

HighTower Great Lakes has a highly certified and diverse team of professionals — including Steve Billimack.

When serving high-net-worth clients, the core of HighTower Great Lakes’ planning always boils down to investment consulting. As someone who focuses the most on the investment process, Steve joins Tim Scannell today to discuss what he does and what he brings to the table for clients.

In this episode, you’ll learn:

  • About Steve’s background with compliance and research 
  • How he applies his experience to his everyday work with clients
  • What Steve hears clients say they love most about HighTower’s planning process
  • How Steve protects clients from a compliance and due diligence standpoint
  • About the client-niche that Steve serves and how planning for them is different
  • What Steve’s hobby is when he’s not working with clients
  • And more!

Listen now to learn about Steve Billimack and get an inside look at the investment process!

Resources:  HighTower Great Lakes | Contact Steve: 312-962-3826 

| stevebillimack@hightoweradvisors.com

BB Feature Image
Episode 23 – The Wealth Management Process: Part 2

Episode 23 – The Wealth Management Process: Part 2

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Once you’ve finished the discovery part of HighTower Great Lake’s wealth management process, it’s time to dive into planning.

In part two of his mini-series, Tim Scannell gives you an exclusive preview of how the wealth management process unfolds across the next four meetings. This is your chance to explore the process and find out how you could benefit from Tim’s thorough, client-centric approach.  

In this episode, you will learn:

  • Which types of analyses are done during the investment plan meeting
  • What the purpose of the mutual commitment meeting is
  • How all new documents and statements are organized and prioritized during the follow-up meeting
  • What types of issues are discussed in the advanced planning stage
  • How Tim and his team help clients plan for both anticipated and unexpected transition points

Tune in to learn more about the wealth management process and what to expect when working with Tim Scannell and his team.

Resources:   HighTower Great Lakes | Episode 22 – The Wealth Management Process: Part 1