Have you ever clicked away from a website or put a document aside because it was full of financial jargon? The importance of making complicated terms understandable cannot be overemphasized, especially when it relates to money.
Today, Tim introduces a member of his team: Hannah Boggs, director of communications and marketing. Hannah is regarded as the chief translator who helps communicate the technical stuff into understandable communication pieces.
In this episode, you’ll learn:
- About Hannah’s role as director of communications and marketing at HighTower Great Lakes
- What client interactions entail on a regular basis
- The kinds of email communication clients receive frequently regarding their portfolios
- The important role social media plays in helping clients communicate with their children
- What events HighTower Great Lakes has planned for 2019
- And more!
Tune in and learn about the team at HighTower Great Lakes, starting with Hannah Boggs!
HighTower Great Lakes is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.