Heritage Institute Strategic Resources & Strategic Alliances
Helping advisors focus on the client.
The Heritage Institute’s Strategic Resource providers and Strategic Alliance organizations stand ready to assist Heritage Members as they identify, reach and engage clients in The Heritage Process. All have been through our course Clients Forever, and many have earned the Certified Wealth Consultant designation. They can help you achieve your goals and objectives right out the gate because they don’t need to be brought up to speed on the details. They understand The Heritage Process, and they are familiar with THI and its operations. Their objective is to help our members spend their time where it is most productive: with their clients.
Strategic Alliances
Clark Capital Management Group
Independent investment firm, specializing in creating and providing innovative wealth management solutions for wealth consultants that advise affluent individuals, families, foundations and businesses.
Paul Binnion, Senior Vice President
C.O.R.E. Group USA
Providing systems, processes and tools designed to reduce client acquisition costs (time and money) needed to improve revenue stream and meet client expectations. The result: more client value and less time and effort needed to achieve advisor income goals.
Jack Beatty
Strategic Resources
AEF American Endowment Foundation
AEF provides uniquely independent Donor Advised Fund
capability designed for Professional Advisors:
John Tobin
Barley Psychological Services
Provides family coaching, instruction and exercises for families engaged in The Heritage Process, simplifying concepts and making them come alive through discovery.
Dean Barley, Ph. D.
Business Design
Business Design, Inc. is a corporate financial services company that functions as a resource center for small to medium sized businesses.
Cliff Duffield
Camelot Portfolios, LLC
Camelot is a tool for advisors to utilize for any and/or all of their client accounts. Camelot has custom strategies for high net-worth clients to which most independent advisors don’t have access, as well as strategies for accounts under $50,000 – to keep things easy for advisors. Camelot has stock & bond, mutual fund & ETF, growth & income strategies. Essentially, Camelot was designed to streamline an advisor’s practice and give them the tools they need to attract the type of clients they desire.
Darren Munn
Carter International Training & Development, Inc.
People call us when they’re ready to STOP TALKING about moving themselves to another level and actually MOVE to another level.
Doug Carter
Connecting Point
Provides Family Coaching, Performance Coaching and Training, moving clients to self-discovery as the most potent means of personal growth.
Rebecca Everett
Heritage Family & Life Coaching
Provides support to you as consultants in working with people on family issues that are outside the realm of your own expertise. This can be done through email, phone consultation, or in person.
Rebecca J. Thornton, M.S.
Excellence in Giving
Providing clients with valuable insight into the effective use of their philanthropic capital.
Al Mueller
Heritage Institute Press
Helping to launch your business with custom-developed products and services that will make you and your business truly stand out.
Brad Haga
InKnowVision
National consulting and marketing firm that develops management and preservation strategies for clients of exceptional wealth.
Randy Fox
NOTAVI
Notavi’s goal is not only to assist CWCs with their writing, but also to elevate their exposure, help them communicate more clearly with their individual constituencies—help them tell the story and raise the flag.
Mitchell Thornton
Rare Coins of New Hampshire
The premier numismatic and bullion firm serving the financial services industry, institutions and sophisticated individual investors.
Donald Dee
Reel World Productions
A boutique video production company helping family members learn where they came from and where that knowledge can take them.
Sharon Dennis
sharon@reelworldproductions.com
The Heritage Group of Companies, LLC
Specializing in asset protection techniques, concentrating on estate and international planning for high net worth individuals and closely held business owners.
Bill Cole
bill@heritagegroupofcompanies.net
Wealth Design Consultants, LLC
WDC offers advanced planning services as part of a collaborative team to complete Step 4 of The Heritage Process. Our clients include lawyers, financial advisers, family offices, and charities. We bring experienced leadership, creativity, rigorous analytics and premier client presentations. We offer several engagement arrangements including fee only. For more information see www.wdcplan.com.
David Holaday, Founder and Managing Director
Your Legacy Foundation
We help non-profit organizations become profitable, we help advisors build loyal and grateful clients, and we guide families so the heirs control the inheritance instead of the inheritance controlling the heirs.
Bill Eck
The Heritage Institute, LLC
7724 SE Aspen Summit Drive, Suite 202, Portland, OR 97266 - (503) 771-2257
© 2009 Heritage Intellectual Resources, LLC. All Rights Reserved.