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Bill Hughes, ChFC®

Director of Recruiting and Training

Since 1977, Bill has been serving in the financial services industry, providing financial strategies and planning solutions to advisors and the clients they serve.

Since early 2003, Bill’s focus has been providing practice and client relationship development, collaborative team building, and executive coaching support to professional advisors. His approach employs a process of appreciative inquiry that focuses the advisor on getting meaningful results from their practice, their profession, and their life.

He holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations awarded by the American College in Bryn Mawr, PA. He is a “Fellow of The Institute” with the Heritage Institute of Portland, Oregon; a Certified Consultant with One Page Business Plan of Berkeley, California; and a Certified Provider of Q-Storming (an innovative process that resolves issues through the power of questions) in Lambertville, New Jersey.

Bill is also a member of the National Association of Insurance and Financial Advisors (NAIFA), Greater Philadelphia, Pennsylvania, and the 2008 Heritage Institute Pinnacle Award winner.