To inspire and equip our advisors to maximize client outcomes, balance their workflow and increase their profitability and financial well-being.
To put core values and beliefs into practice through programs, platforms, and coaching models that help advisory teams grow. We enable client advisors to enjoy, thrive and flourish in a culture of freedom, choice, and independence. We foster an environment that encourages professional and personal meaning and fulfillment.
We are a proactive partner in helping our advisory teams grow and enjoy a healthy professional career.
BHC Culture = a deep sense of flourishing, peace of mind, independence, control, freedom and choice.
We allow advisors to use third-party software (subject to compliance and security approval) that fits their practice and client preferences.
We thoughtfully designed our platform to remove workflows from advisor teams. This enables the allocation of more time with clients.
We set the industry standard with our advisor and staff coaching model that teaches best practices based on research, client metrics and benchmarking studies.
We make advisor marketing a priority and a vital platform investment.
We strive to identify, attract and hire happy employees. We treat clients, staff, and advisors as family, guests, and partners.
Compensation programs are simple, transparent, stable, and consistent. We are privately owned and do not have to meet quarterly earnings estimates and compete with internal businesses for capital.
We have no product incentives that create conflicts of interest.
Our advice is independent, unbiased, and objective.
We believe the advisor owns their clients and client data.
Every client has different needs. Our service and investment team takes the time to develop a personal relationship with each of our clients in order to provide customized solutions.