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Following our merger to form HighTower Great Lakes two years ago, we have added so many additional services and benefits for our clients!

Today, Tim Scannell is back with the second part of his State of the Union mini-series, where he shares why he decided to merge, and how it has enabled him to extend lots of additional benefits to his clients, especially during the ongoing pandemic.

In this episode, you will learn:

• How the merger has increased their operational efficiencies in multiple areas
• Ways the team communicates proactively with clients
• How the “next-gen” team at HGL has been effectively serving clients at various locations
• Tim’s views and plans going forward into 2021
• And more!

Tune in now to learn how you can access HGL’s additional services from wherever you are!

Resources: Hightower Great Lakes: (219) 246-5370 | Tim Scannell | Episode 16 – Family Office Services Part 2: Making Life Easier | Episode 28 – Start Living in Your Optimal Financial World | Episode 31 – How to Be Tax-Efficient With Your Charitable Giving | Episode 37 — Tax Avoidance vs. Tax Evasion

 

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Will working from home become the new normal? 

In part one of this three-part mini series, Tim Scannell shares some of his best practices when it comes to working remotely, and mentions key takeaways you can incorporate into your daily work life. 

In this episode, you will learn:

• Why having the right equipment is necessary when working from home
• How to find or establish your home workspace 
• Why you need to create firm boundaries
• How to be transparent with your workflow
• Why it’s essential to revisit non-verbal and personal skills 
• And more!

Tune in now to discover best practices when working remotely! 

Resources: Hightower Great Lakes: (219) 246-5370 | Tim Scannell

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Have you ever wondered what goes into relationship management for financial advisors? 

In this episode, Tim Scannell introduces Samantha Pietruszynski, a financial planner at Hightower Great Lakes, who shares what she does to ensure that her clients feel confident and comfortable in the financial advising relationship. 

In this episode, you will learn:

•  What Samantha does in her role at Hightower Great Lakes
•  The importance Hightower Great Lakes places on relationship management
•  How Hightower Great Lakes creates a safe space for their clients
• And more!

Tune in now to meet Samantha and learn about her role at Hightower Great Lakes! 

Resources: Hightower Great Lakes: (219) 246-5370 | Tim Scannell | Samantha Pietruszynski