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Collaboration & Interdependence

Aug 20, 2018

 

During this installment of The Confident Advisor Practice from the Horizon Advisor Network, hosts Bill Bush and Chris Sullivan interview Jesse Hurst, President of Impel Wealth Management. They discuss his history in financial management, and how Impel has grown and collaborates with partners like Horizon Financial Group.

 

Time Stamped Show Notes:

  • 01:40 – Jesse started in this business in 1987.
  • 02:25 – Has been hired before by Ohio Edison to teach retirement planning workshops for 55 and over for executives.
  • 03:10 – Formed Millennial Group with partners back in 1997 which led to Impel Wealth Management.
  • 06:21 – Jesse oversaw things like training and service, coordinating marketing and PR, writing content, and investment committee fund.
  • 09:10 – Impel works with six investment strategists and research groups.
  • 12:14 – They are managing four different risk profiles.
  • 16:33 – If you bring money management in house, you can answer questions about what you did for clients.
  • 19:41 – Jesse’s wife has a HR consulting and recruiting company and does all of his outsources HR, payroll and book-keeping.

 

3 Key Points:

  1. Impel Wealth Management manages between 160-170 client families and about $200 million in assets.
  1. Most Impel Management Clients are between 55-85 years old.
  2. Impel works with six investment strategists and research groups that they collaborate with.

 

Tweetable Quotes:

-    “We’re (Impel Wealth Management) somewhere between 160-170 key client families that we work with.” – Jesse Hurst.

-    “We have about six different investment strategists and research groups that we work with, and they have been specifically chosen for content and kind of worldview outlook.” – Jesse Hurst.

-    “If you were a solo adviser and you didn’t have the access to resources of the group that we have here within Impel with our collaboration with Horizon, I’m not sure it would be the highest and best use of your time.” – Jesse Hurst.

 

Resources Mentioned: