Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate with the independent broker-dealer. The Huntington Beach, California-based group has some 150 financial advisors and over $2 billion in client assets.
Trilogy Financial Services, a Huntington Beach, California-based hybrid managing $3 billion, has acquired E. F. Heagan & Associates of San Juan Capistrano, California, and Mandichak Investment Retirement & Estate Planning, of Laguna Niguel, California.
Terms of the acquisitions were not disclosed.
The two firms add $160 million in assets under management to Trilogy’s total and brings more than 500 new clients. Read More.
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Written by: Chelsea Emery | Jeff Motske has one of the strongest ways to tease out client priorities I’ve heard in quite a while.
“What if?” Motske asks clients.
“What if one if your partner needs critical care? What if you want to move to Arizona? What if one of your kids starts a family on the other side of the country?,” the CEO of Trilogy Financial asks.
It’s deceptively simple, but an excellent method for getting at the heart of clients’ values and fears.
“These are critical questions,” Motske told me during a recent visit to Financial Planning offices in New York. “You want to ask them before things happen.”
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