BROKER-DEALER RECRUITING SPECIAL SECTION
Aaron M. Hager
President
Harbour Investments, Inc.
Committed To Our Advisors
Harbour was excited to publicly announce a formal corporate succession plan in 2020, strengthening our commitment to advisors to remain privately held for generations. A core piece of our plan includes our first change of president plus the addition of two 20-year veterans to the executive team. Although I’m young for a financial service executive, I was chosen for my leadership skills, technology insight and most importantly my vision which aligns with our founder.
Harbour thrives by treating our financial entrepreneurs like partners and we do our best to be the last firm our advisors join. One of the factors that differentiates us from other firms is the relationships we build with our advisors. Not many firms have both direct dial and personal cell number access for everyone on the executive team. I encourage advisors to call or text nights and weekends if they have an issue. It is our goal to see each advisor four times per year to stay connected and support their business needs. Knowing our advisors well helps us excel at pairing younger advisors with advisors nearing retirement. Approximately 6% of our advisors retire each year and 95% of those advisors sell their book to another Harbour advisor. We work with both parties to make the process as seamless as possible.
Harbour realized our mission of planned growth over the last four years. Like many firms we have fair payouts, low expenses and give advisors the freedom to operate as they see fit, but our open architecture RIA featuring no platform fees separates us from other firms. When potential blockbuster regulation changes like DOL or Reg-BI pivoted the industry toward advisory services, we found a lot of great partners. Harbour continues to build on this success and looks forward to new relationships.
Harbour Investments is an independent registered investment advisor and broker-dealer partnering with over 220 financial professionals. Our firm values strong working relationships, loyalty, personal connections, honesty, and integrity. We partner with advisors through all stages of their career. We believe an advisor’s culture should guide their journey, not the RIA or broker-dealer. We offer fair payouts and keep expenses low, and a no platform fee RIA helps keep client expenses lower.
Harbour is known nationally as a winner of Investment Advisor magazine’s prestigious Broker Dealer of the Year Award.
For more information please visit our website www.harbourinv.com.