Ready to elevate your business?
All financial services distribution companies are not created equal. Highland Capital Brokerage offers an unparalleled national team dedicated to supporting financial advisors who want to provide their clients with best-in-class life, annuity, and longevity planning.
We Support:
- Business Growth and Development
- Case Management
- Holistic Marketing
- Point of Sale
- Technology
- Custom Sales Strategies
We Educate:
- Best Practices
- Blogs
- Webinars
- Events
- Continuing Education (CE)
We Listen:
Built by Advisors, for Advisors
Highland Capital Brokerage was founded by a group of successful independent advisors whose goal was to help other advisors succeed through deep, unique financial services expertise and counsel to their clients. That founding principle lives on through our mission to be your most trusted, planning partner.
Tour the new HighlandBrokerage.com
Watch this video for a demo of our new website, then login or register for an account to access our library of resources and marketing material.
Recent Blog Posts
Discover alternatives to the Stretch IRA for clients who plan on passing IRA assets to beneficiaries.
To rollover or not rollover a 401(k) sounds like a simple question. The answer, however, can be quite convoluted. Let's start breaking it down by addressing a few questions you should ask clients prior to rolling over a 401(k).
Client appreciation events have always been an excellent way to show gratitude to your existing client base, create a loyal community around your practice, and increase referral business. In working with advisors, we've seen a variety of successful events—from a Valentine’s gala for singles, to summer barbeques and carnival rides, to annual family photos with Santa Claus. When done well, an appreciation event not only shows your existing client base a great time, but it also gives them something to look forward to and makes them proud to invite friends.
Explore additional sales and marketing strategies on Highland's blog.
