Episode 54 – The State of the Union — Part 2
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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