Bill specializes in providing practice management, client relationship development and teambuilding support to advisors and the clients they serve. He also helps advisors locate and facilitate relevant solutions for the benefit of their clients. His approach employs a coaching and mentoring process with the advisor that focuses on getting meaningful results from their practice, their profession and their life.
As a Heritage Coach Mr. Hughes provides practice integration and sustained profitability coaching to Certified Wealth Consultants and Certified Wealth Consultant Candidates with the Heritage Institute in Portland Oregon. As the 2008 Pinnacle Award recipient Bill is committed to this new profession that helps families create a culture of communication and trust, preparing heirs for the wealth to come, and ultimately family unity forever.
He also represents C.O.R.E. Group USA Inc. C.O.R.E. stands for Centered on Relationship Enhancement. They provide practice consulting, advanced case design, case management and insurance product solutions to financial advisors. C.O.R.E is home based in Scottsdale Arizona with branch offices throughout the US.
He holds the Chartered Financial Consultant and a Chartered Life Underwriter designation awarded by the American College in Bryn Mawr PA and is a Certified Wealth Consultant™ with the Heritage Institute of Portland Oregon.
• NAIFA Greater Philadelphia PA
• Heritage Institute Portland Oregon
Website Location: www.wlhughes.net