In the competitive world of wealth management, finding the right partner can make all the difference. For Todd Hankins of Corinthian Wealth Partners in Silverdale, Washington, the decision to join Nations Financial Group four years ago was pivotal. With 18 years of experience in the industry, Hankins understands what it takes to serve clients effectively—and how crucial a strong broker/dealer relationship is for long-term success.
A Record-Setting Transition
When Corinthian Wealth transitioned to Nations, the scale and speed of the move were extraordinary. “We opened over 700 accounts within about 10 days,” Hankins recalls. “We moved over $180 million within a two-week period.” Such a significant transition could have been daunting, but Nations’ dedication to detail and efficiency ensured a smooth process.
“They made it as easy as possible,” Hankins says. “We were able to map out accounts and all the data from an Excel sheet to prepopulate everything. It wasn’t seamless, but it was as close to seamless as possible given the complexity.”
A Technology-Forward Approach
In an industry often slow to adopt modern technology, Nations sets itself apart with a commitment to innovation. This was a key factor in Corinthian Wealth’s decision to join. “We interviewed multiple firms, and what stood out most was their dedication to technology and improving workflows,” Hankins says.
He points to simple but impactful advancements like e-signatures for client documents. “We no longer have to mail something, wait a week, get it back, scan it, and send it in. It’s done in 30 seconds.” For Hankins and his team, this level of efficiency means more time spent focusing on clients and growing the business.
A Culture That Cares
After working at major firms like Merrill Lynch, Chase Investments, and Wells Fargo Advisors, Hankins found something different at Nations: a genuine commitment to the success of financial advisors. “They care about you and your business,” he emphasizes. “Your clients are your clients, and you are their client. It’s completely different from the big firms where the financial advisor often feels like just another number.”
This culture of care is what Hankins believes sets Nations apart and makes it an ideal partner for those considering independence. “If you have the courage to leave what’s comfortable and go independent, you couldn’t find a better home than Nations,” he says.
Always Improving
As Nations Financial Group continues to evolve, its focus on staying ahead of the curve remains evident. Hankins notes that the ongoing enhancements to their technology stack, highlighted at recent conferences, are a testament to their dedication. “They’re not just happy with the way things are; they’re always trying to improve.”
A Partnership Built for Success
Todd Hankins’ experience with Nations Financial Group underscores the importance of choosing a broker/dealer that values relationships, embraces innovation, and prioritizes the success of its advisors. From a record-breaking transition to ongoing support and cutting-edge technology, Nations has provided Corinthian Wealth Partners with the tools and trust needed to thrive.
For those seeking a partner that combines personal care with professional excellence, Hankins offers this advice: “Nations is the place where you can take your business to the next level—and do it with people who truly care about you and your success.”
