Helping Deliver
on your Brand
June 16, 2020
Helping Deliver on your Brand
Greetings!

For the past two weeks we’ve looked at how growing and strengthening your brand can be pivotal in the success of your business. A key to branding is defining how you stand out from your competitors. What services/expertise do you uniquely provide for the client that will build not only trust, but make your clients advocates for your business?

We believe that Hanlon can help. Not only do we offer the capability to brand our platform with your logo, but we provide a myriad of services and tools that can help you provide the value-add your clients deserve:

  • Income Planning and Case Design – Help create goals for your client from their accumulation phase to retirement. Be able to review their assets and help ensure that the clients will be able to meet all their financial goals, including a steady stream of income in retirement.

  • Personalized Portfolios – Customized UMA/UMH portfolio construction including Advisor as model manager and/or solicitor.

  • Account Aggregation – Want to see your client’s whole financial picture? Your clients can aggregate their outside accounts, allowing you the information needed for true holistic advice.

  • Account Consolidation – Through our UMA (Unified Managed Accounts) and UMH (Unified Managed Households), you can make life for your clients transparent and easy to understand.
To discuss this opportunity and how to use it to grow your practice and brand, please call our Sales Team at (888) 641-7100 or email teamwilliams@hanlon.com .
Hanlon Investment Management is an SEC registered investment adviser with its principal place of business in the State of New Jersey with offices at 3393 Bargaintown Rd., Egg Harbor Township, NJ 08234. Being a registered investment advisor does not imply any level of skill or training. Hanlon Investment Management and its representatives are in compliance with the current registration and notice filing requirement imposed upon registered investment advisers by those states in which Hanlon Investment Management maintains clients. Hanlon Investment Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Hanlon Investment Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status, service and fees of Hanlon Investment Management, please contact Hanlon Investment Management or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ).
 
For additional information about Hanlon Investment Management, including fees and services, send for our disclosure statement as set forth on Form ADV from Hanlon Investment Management using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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3393 Bargaintown Road | Egg Harbor Township, NJ 08234
(888) 641-7100 |  www.hanlon.com