Tim Harrison, owner/founder of Harrison Financial Services, has always had a knack for planning and a passion for helping others, which prompted him to pursue a career in finance early on. In fact, he began his profession as an intern with Northwestern Mutual while working toward his accounting degree. Upon graduating, he founded his business, now serving business owners and senior decision makers across Omaha.
“We have a stacked team of advanced expertise with over 30 advanced degrees and designations including CFA, CFP, CPWA, and CIMA,” Harrison said.
According to Harrison, it’s the team’s closeness to clients and their families that has led the business to success. While HFS has a boutique-firm feel, it is also part of an exclusive group of Northwestern Mutual’s national Private Client Group member firms. Harrison said this combination has served the business well for almost 30 years.
“We are now serving over 30% of our families multi-generationally and doing multi-family office level planning with over 100 HNW families,” Harrison said.
Harrison, who joined EO over 20 years ago and was in the second forum as one of the founding members of EO Nebraska, said the organization has been transformational in his growth.
“EO has helped make me a better business owner because every month I spend time with other successful owners sharing our experiences on hiring, operations, marketing, finances and anything under the sun,” Harrison said. “I have learned so much from others’ experiences and their guidance and perspectives, and we can then turn around and deploy these experiences by helping our business owner clients.”
Recently, HFS was recognized as the #2 team nationally within Northwestern Mutual when combining its overall business out of more than 7,400 advisors and teams. The business was also recognized by both Barron’s and Forbes as a top team in the industry. Harrison looks forward to where the future will take the business.
“I am most proud that our clients have ranked us each year as World Class in our Net Promoter Score and our overall client retention has remained at 99%,” Harrison said. “I feel so grateful we get to serve families who have built this community and while doing so we get to do what we love to do.”
Address: 9300 Underwood Ave., Ste 500, Omaha, NE 68114
Phone: 402-891-2302
Website: www.hfs.nm.com
Social Media: Facebook, LinkedIn, Twitter
Scaling Up: Workshop with Verne Harnish
EO Nebraska is excited to host Verne Harnish, the founder of the world-renowned Entrepreneurs’ Organization (EO). He is the founder and CEO of Scaling Up, a global executive education and coaching company with over 200 partners on six continents, Verne has spent the past four decades helping companies scale up.
Verne has authored multiple bestsellers including: “Mastering the Rockefeller Habits,” “The Greatest Business Decisions of All Times,” “Scaling Up (Rockefeller Habits 2.0)” and “Scaling Up Compensation.”
This is just one of the many great events EO Nebraska hosts every month, helping Nebraska entrepreneurs succeed in life, business and supporting our communities. If you want to see exceptional speakers like Verne Harnish in person, join EO Nebraska. Contact our membership chair, Julie Hockney,
julie@jhdesignomaha.com, to learn more about EO Nebraska.
Email: PO BOX 540815 Omaha NE 68154
Website: hub.eonetwork.org
Social Media: Instagram, Facebook, LinkedIn
