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Culture

A collaborative culture is crucial in a business as it fosters innovation by combining diverse perspectives and skills, leading to more creative solutions. At HPCG, we believe this culture enhances the overall quality of financial advice and experience provided to clients. By working together, team members can better address complex challenges, ensuring client satisfaction and promoting a sense of professional fulfillment within the firm.

NXT Conference – May, 2024

NXT Conference – May, 2024

New Orleans, LA - HPCG's Ryan Hitchcock was asked to speak at this year's NXT Conference in New Orleans. He spoke on a new version of our Advisor Portal that has been rolling out within Osaic. Ryan is part of the NextGen Council within Osiac that seeks to drive thoughtful changes within the next generation of the industry. There were other great speakers including co-founder and the first CEO of Netflix, Marc Randolph. The Big Easy didn't disappoint!


Osaic’s NXT Conference serves to unite Financial Professionals from diverse generations, fostering a community dedicated to sustained success in Wealth Management.

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Kellog School of Management/CPWA – March, 2024

Kellog School of Management/CPWA – March, 2024

Evanston, IL - As part of the CPWA (Certified Private Wealth Advisor) Certification Program, HPCG's Wealth Management Director, Chris Reed, attended a workshop by the Kellogg School of Management at Northwestern University. During the meeting, Chris heard from industry leaders in consumer psychology, marketing, and business planning.


Chris' attendance was part of Osiac's focus on advising high-net-worth families. By participating in such programs, Osiac and HPCG aims to enhance its expertise and provide superior service to its clients.

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2024 Kickoff Meeting – March, 2024

2024 Kickoff Meeting – March, 2024

Milwaukee, WI - High Point Capital Group had an outstanding Kickoff meeting, bringing together our talented advisors and staff members! It was great to have Dru Ashcraft and Eric Baumgardner join us from Osaic, sharing their expertise on becoming more efficient through the use of technology.

After a day of collaboration and learning, we enjoyed some well-deserved fun with dinner & a Bucks game, strengthening team bonds.

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Succession Planning Webinar – March, 2024

Succession Planning Webinar – March, 2024

HPCG hosted the webinar for industry leaders, "Succession Planning & Acquisitions: Deal Structures that Work". Only around a quarter of today’s financial professionals have a succession plan in place. Considering that the average age of a financial professional is 50 years old and continues to increase, succession strategies are integral to the industry’s overall health. 


Derick was joined by John Turner from Live Oak Bank  who shared his wealth of knowledge.

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Pickleball Client Event – January, 2024

Pickleball Client Event – January, 2024

Brookfield, WI - Matt Loverine and Taylor Hoskins hosted several clients at Lifetime Fitness to play Pickleball and learn some ways to improve thier game with the help of Lifetime's Pickleball instructor. Thanks for those who attended!

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Economic Update Dinner – November, 2023

Economic Update Dinner – November, 2023

Waukesha, WI - High Point Capital Group invited Senior Economist, Andrew Opdyke, CFA to share his predictions and insights, looking to 2024.

We welcomed an educational evening with our clients, learning about current and future economic trends. Thought-provoking questions and engaging discussions made it truly valuable. 


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ConnectED – October, 2023

ConnectED – October, 2023

Pheonix, AZ - This year’s Osaic ConnectED took place in sunny Pheonix, Arizona. The HPCG Team enjoyed networking with our colleagues from all over the country and learning from some of the brightest minds in the industry. The 3-day conference was concluded with a great performance by The Steve Miller Band.

 

ConnectED is Osaic’s annual flagship national conference that brings together financial professionals, office/support staff, home office resources, and industry partners.

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HPCG Annual Summit – September, 2023

HPCG Annual Summit – September, 2023

Green Bay, WI - For this year's Annual Summit, we had the privilege of gathering at historic Lambeau Field. Informational speakers provided valuable insight to industry trends and ideas on how to better serve our clients. We ended the day with a private Stadium Tour and dinner at Taverne in the Sky, witin Lodge Kohler.

 

We were also fortunate to have some of our partners at Osaic Wealth, Inc. join us, including Stacy O'Keeffe, Amanda Spicola, Dru Ashcraft, and Angie Dunivent.

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Succession Planning Lunch – September, 2023

Succession Planning Lunch – September, 2023

Appleton, WI - Derick hosted a lunch event for financial industry professionals in the Fox Valley that aimed to help bring clarity to how what drives the value of their practice.


Thanks to our other speakers who were able to provide real-life examples and case studies of current succession & acquisition plans being executed. HPCG believes that all advisors should understand the different levers that controls their own business' value. 
 

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Summer Networking – June, 2023

Summer Networking – June, 2023

Milwaukee, WI - High Point Capital Group goes to Summerfest! We welcomed Steven Kallus from Osaic’s home office to discuss the exciting changes on the horizon with Advisor Group's rebranding to Osaic Wealth Inc.


We're grateful to have strong back office support, and are excited for the changes that uniting together under as a rebranded company will bring.

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NXT Conference – May, 2023

NXT Conference – May, 2023

Louisville, KY - High Point Capital Group's very own Ryan Hitchcock presented at Osaic’s NXT Conference on the main stage this year! Ryan discussed innovative practices he has adopted in his own business, including Zoom Open Office Hours, working with professionals in their 30s, and adopting new communication technologies.


Osaic’s NXT (pronounced "Next") Conference serves to unite Financial Professionals from diverse generations, fostering a community dedicated to sustained success in Wealth Management.

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2023 Kickoff Meeting – April, 2023

2023 Kickoff Meeting – April, 2023

Franklin, WI - HPCG hosted our 2023 Kickoff Meeting at Luxe Golf Bays in Franklin, WI. It might have been April, but felt like January with the snowy conditions! We shared some amazing ideas and insights, and it was great to see the collaborative spirit in the room (and on Zoom)!

We took the opportunity to reflect on the past year and all that we have been able to achieve. Looking to the year ahead, we're excited to build on our momentum and continue to be trusted resources for our clients and collegues. 2023 will be a great year!

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ConnectED – October, 2022

ConnectED – October, 2022

San Antonio, TX - This year’s ConnectED Conference was hosted in San Antonio, Texas. HPCG enjoyed exploring the iconic landmarks of Downtown San Antionio, the River Walk, and even the Alamo Mission. We got some sneak-peaks into some advancements in our technology, enhancing business efficiency and streamlining processes.


ConnectED is Osiac’s annual flagship national conference that brings together financial professionals, office/support staff, home office resources, and industry partners.

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2022 Kickoff Meeting – April, 2022

2022 Kickoff Meeting – April, 2022

Wauwatosa, WI - HPCG hosted our business partners for a morning of learning, exploring the improvements on the horizon. We also welcomed our partners from Envestnet for an in-person training session focused on advanced features within their software.


We rounded out the day with friendly competition at Game Show Battle Rooms, where the team competed against each other in TV-style games.

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ConnectED – October, 2019

ConnectED – October, 2019

Nashville, TN - This year’s ConnectED Conference was hosted at the Gaylord Opryland Resort & Convention Center. It was great to connect with colleagues from around the country and hear from all the guest speakers, including quarterback Peyton Manning. Of course, we couldn't leave Nashville without listening to some country music and picking up a few pairs of boots.


ConnectED is Osiac’s annual flagship national conference that brings together financial professionals, office/support staff, home office resources, and industry partners.

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Wealth Management Symposium – August, 2019

Wealth Management Symposium – August, 2019

Chicago, IL - HPCG attended workshops and expert panels that provided insights into investment strategies, risk management, and emerging market trends. The symposium also highlighted the role of technology in enhancing client experiences and streamlining wealth preservation efforts, prompting conversations on digital innovations.

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