shared clients, bigger impact
We are driven by the principle that we are better together. Hilltop’s Strategic Partner Program cultivates high-touch relationships and a coordinated service approach to help our client’s achieve lifelong wealth—in the deepest sense of the word.
Hilltop’s Strategic Partner Program is a structured process designed to strengthen coordination between Hilltop and the professionals who serve our clients. By reviewing key planning areas together, we aim to provide more thoughtful, coordinated advice.
Our Strategic Partner Schedule aligns with our Goal Tracking, Mid-Year Review, and Tax Planning seasons and involved multi touch points and coordinated recommendations for stronger working relationships and client outcomes.
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Hilltop schedules a one-hour meeting with each Strategic Partner. During this meeting we will:
▶ Review mutual clients who have authorized information sharing
▶ Provide a brief planning summary for each client
▶ Discuss any high-level observations or potential planning considerations
These reviews are intentionally high-level, typically averaging about five minutes per client.
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Hilltop meets individually with clients to:
▶ Share insights from the Pre-Season Meeting
▶ Discuss recommendations
▶ Identify any follow-up work that may involve their professional partners
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If helpful, we may schedule a brief follow-up conversation with partners to:
▶ Debrief from client meetings
▶ Coordinate any next steps
▶ Help facilitate introductions for client follow-up work
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An informal lunch for us to catch up with you, scheduled within 6-months of our Pre-Season Meeting. This time is intended for us to check in with eachother regarding clients and business, and simply stay connected.
MARKETING OPPORTUNITIES
Strategic Partners benefit from opportunities for additional visibility within the Hilltop community, such as:
▶ Featured recognition on the Hilltop website
▶ Joint events for clients and new referrals
▶ Exclusive opportunities and access to Hilltop client appreciation events
▶ Introductions to clients seeking your expertise
▶ Featured highlights in digital communications and marketing material
We Build wealth beyond money
From CPAs and estate attorneys to real estate agents and travel consultants, the majority of our partners naturally fall within the breadth of our planning seasons. We also share common values and believe in the importance of holistic wealth. Together, we help our clients build wealth beyond money.
Time, social, mental, physical, and financial wealth create a deep sense of value in our lives, shape our identity, and make it possible to impact the world.
PAThways to partnership
Time
Personal concierge services
Personal assistants or lifestyle management firms
Household and property management
Travel planning and luxury travel advisors
Financial
Do you help to support a pillar of wealth? Here’s a look at some of the professionals who may suit our network.
Physical
Tax strategists and CPAs
Estate planning attorneys
Insurance specialists
Business valuation experts
Private bankers and lending specialists
Concierge medicine practices
Longevity and preventative health clinics
Personal trainers and nutritionists
Sleep optimization specialists
Wellness retreat providers and spas
Social
Private clubs (city clubs, golf clubs, social clubs)
Luxury transportation providers
Private event and experience curators
Philanthropic foundations and charitable giving networks
Mental
Psychologists, Counselors, and Therapists
Behavioral Finance Specialists
Mindfulness & Meditation Experts
Family Governance & Communication Consultants
Career Strategy & Transition Advisors
JOIn THE NETWORK
Connect with us to see if our values and goals align, or explore our list of active Strategic Partners