HTK has been featured in Wealth Management, a popular industry news magazine, as part of their 2023 Midyear Outlook special edition. HTK Field Development Director Ken Jones contributed his insights through a published article. In it, he explores how leveraging the right technology can help you work more efficiently and be more productive in various client services and solutions, including fee-based financial planning, retirement analysis and personalized portfolios.

“It seems every day another new shiny tool for financial professionals is released — promising to make your work easier and your business more productive. While powering your practice with the latest technology is important, those tools are only as powerful as the advice you deliver,” Jones writes. “Partnering with a firm who understands this is paramount. You need a platform that gives you the flexibility, but that doesn’t interfere with what you can uniquely offer your clients. When technology works with you, that’s when you can truly drive value.”

Read the full story here.

To learn more about the technology available at HTK or joining HTK to support your independent financial services business, contact Ken Jones directly at kjones@htk.com.