In the Community
Highpoint Advisors is happy to sponsor and participate in many community events throughout East Syracuse, NY and the surrounding areas. Look through some of our recent events below. We hope to see you at our next local event!
PAG On-Site Training
Earlier this month, we sent Administrative Coordinator Chelsea to Private Advisor Group’s On-Site Training at the Vanguard Campus in Malvern, PA. The purpose of the day is to enlighten operational and administrative personnel on ways to process common office tasks more efficiently and improve on personal skills. She came back with boatload of updates and information that we’re excited to start implementing.Some of the takeaways included: • Info on a brand-new Account View, to be released later this year • Changes to client grouping, which will help us build better account reports • Compliance updates, to help organize our office to the highest ethical standards • A comprehensive look at LPL’s advisor and staff resourcesWe’re always looking for ways to improve our office and better serve our clients. HighPoint sent Sarah to last year’s training, and looks forward to sending any future staff members as we grow. ...
7th Annual Cinco de Mayo Shred Event
Earth Day 2019
On April 26th, the HighPoint Advisors, LLC team took a day off to help clean up our community as part of Earth Day 2019. This year, we cleaned up a few mile stretch of Butternut Drive in East Syracuse. The rain managed to stay away long enough for us to clean up our chosen stretch of road, and it was really nice to be outside and get some fresh air! AJ was the winner of "most interesting trash find" with a practically brand new hubcap he found at the bottom of a watery ditch. A special thanks to OCRRA for taking care of the garbage that we took off the road.After our cleanup was complete, we grabbed some pizza, wings, and beer at Trappers II. It was great to get out of the office, help the community, and bond as a team. We look forward to cleaning up another stretch of road next year (although in a perfect world, people would just stop littering). If you have any recommendations for a good spot, please feel free to reach out to our office manager!OCRRA, the Onondaga County Resource Recovery Agency, helps organize Earth Day Cleanups like ours every year. “No one likes the sight of litter. Regardless of how the litter ended up wherever it is, its presence sends a subtle unintended message about the inhabitants of the land it rests on. But we have the ability to counteract that. Seeing regular citizens out there picking up litter sends a contagious message that we are not just invested in the beauty of our community, but also its environmental wellbeing.” We're happy to be a part of their community day!
PAG Conference 2019
The advisors spent the first half of last week at Private Advisor Group's Annual Conference. The multi-day conference is part of PAG's mission to assist successful advisors in delivering exceptional financial services to their clients. This year's conference covered a myriad of things including new technology to streamline processes, insights into how legislation will affect investors, and brainstorming sessions to improve client services.Standout sessions from this year's conference included:
- A presentation by LPL’s Chief Investment Officer, John Lynch
- Plan for Their Financial Future: Help Clients Prepare for Long-Term Care Expenses
- Disruption: A Blessing or a Curse?
- Municipal Market Outlook and Tax Reform Update
- Help Clients Build Wealth at Their Workplace
Go Red! | Heart Walk 2019
On Saturday, March 23rd, 2019, the team at HighPoint Advisors, LLC supported the American Heart Association by participating in the Syracuse Heart Walk. We gathered inside OCC's SRC Arena with almost 3,000 supporters and survivors to celebrate a healthy lifestyle and raise money to help scientists discovery lifesaving breakthroughs. Even though it was a freezing, windy morning, the HighPoint team was proud to join Pat in supporting the Heart Association's important work.The American Heart Association is the nation’s oldest and largest voluntary organization dedicated to fighting heart disease and stroke. A shared focus on cardiovascular health unites its more than 33 million volunteers and supporters as well as more than 3,400 employees. Heart disease is still the No. 1 killer worldwide, and stroke ranks second globally. Even when those conditions don’t result in death, they cause disability and diminish quality of life. As of the date of the walk the total amount raised by all teams was over $600,000 – and fundraising is still open for another couple weeks. If you would like to support the American Heart Association and read Pat's story, click here. We would like to thank our clients, friends, families, corporate partners, and our team in their effort toward reaching this fundraising amount. We look forward to participating in this event again next year!
Winter Food Drive
HighPoint Advisors, LLC was proud to once again support the Food Bank of Central New York by hosting a Winter Food Drive. From December 3rd to January 24th, we placed donation bins in our office and the lower lobby of our building to collect non-perishable food items for those in need. Staff, clients, and neighbors all contributed. We collected over 89 lbs of food - breaking our donation record for the 3rd year in a row!This donation will help make a difference in the lives of the hungry through Central and Northern New York. If you couldn't make it to our office but would still like to support the Food Bank, please visit their website for ways to support their mission. We thank all those who have donated and look forward to helping out again next year. ...
HighPoint Advisors is growing!
October 29th, 2018We are happy to announce that Chelsea Schepp has joined the team as our new Administrative Coordinator. In this role, she will be the first point of contact in the office. She'll be helping to process paperwork, make reminder calls, and generally keep the office running smoothly. She brings a positive, professional presence to the office. Chelsea's hiring means that more Get to know Chelsea! Read her full bio.Chelsea's joining the team not as a replacement, but in a newly created position! Sarah, who has been at the desk as our Office Manager for the past year and a half, will be working in an expanded role in one of the HighPoint offices. So if you miss her at the desk, be sure to pop in and say hi! ...
Introducing: Joe Viviano
September 15, 2018We are happy to announce that the HighPoint Advisors family is growing! Joseph Viviano has joined the HighPoint team as a financial advisor. He brings 8 years of experience in the financial services industry, a commitment to the Syracuse community, and a great new energy to the office. We expect great things from him.Over the next few months, Joe, AJ, and Sarah will be working hard to move over his book of business and get him integrated with everything HighPoint and LPL has to offer. Be sure to say hi when you're in for your account reviews!Click here to read his full bio. ...
This year, all three of our advisors attended the “LPL Financial Focus” Conference in Boston. Many of you may think, “Ahh, you’re calling your vacation a conference now. I get it!” While that may be true for many advisors, I assure you it is not true of our firm. We speak with other advisors, LPL Financial home office staff and executives, technology partners, and market researchers with the goal of analyzing how we run our business to provide better service to you. We are excited about these enhancements and excited about our partnership with LPL Financial. A few highlights of what we learned:1. Mobile App – LPL is working on a Mobile app that will allow to quickly and easily access your accounts, documents, and goals from the palm of your hand. While this is available via AccountView now, it is more cumbersome than it should be and LPL is making progress to change that. We did a demo of the application, and it looks fantastic. It is currently in a pilot testing phase, and we expect it to be available in the first half of 2019!2. AccountView – While we don’t dislike it as much as many others do, it could use a refresh, and a refresh is what it is getting. The new Accountview online web portal will be more intuitive and modern, using the same playbook that is being used to create the mobile app. Accountview should also be rolled out in the first half of 2019.3. Move Money – LPL is enhancing the system for moving money. Currently, we need a voided check to set up distributions from your LPL account back to your bank. However, there is one problem with that…many of you do not use checks anymore. Over the coming weeks, we will no longer require a voided check to set up the ACH electronic funds transfer to your bank!4. Experience – LPL Financial’s commitment this year has been “Making it easier to do business with us.” They have rolled out hundreds of updates this year designed to make it easier for our clients to do business with us. Some small and some large, but all of them (like the ones mentioned above) are designed to improve your experience and “Easier to do business with us!”There were many other conversations we had, and we will use those to evaluate our practice with the goal of delivering an excellent client service experience. Thank you for the trust and confidence you place in us.