Press

We are pleased to announce that Hanson McClain co-CEO Patrick McClain has received New York-based Registered Rep. Magazine's Advisors with Heart Award for his oustanding community service:

http://registeredrep.com/institutions/finance_patrick_mcclain_not/

In its February issue, Barron’s¹ magazine named Scott Hanson and Pat McClain, co-founders of Sacramento-based Hanson McClain Advisors, to its list of the Top 1,000 Financial Advisors in the nation for 2012. Barron’s rankings are based on data provided by over 4,000 of the nation's most productive advisors. Numerous factors were considered when compiling these rankings, including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Pat McClain & Scott Hanson were ranked #40 & #41 in the state of California.

 Barron’s list of the Top 1,000 Financial Advisors is available online at:

http://online.barrons.com/report/top-financial-advisors/1000/california/2012

¹ Barron’s magazine is a trademark of Dow Jones L.P.

Scott Hanson, a senior partner and co-founder of Sacramento-based Hanson McClain Advisors, has been identified by Barron’s[1] magazine as one of the Top 100 Independent Financial Advisors nationwide.  Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

Barron’s Top 100 Independent Financial Advisors, published in Barron’s magazine on

August 29, 2011, is also available online at: http://online.barrons.com/report/top-financial-advisors/independent

[1] Barron’s© magazine is a trademark of Dow Jones L.P

Scott Hanson discusses the lack of trust people have with Wall Street and what is best for clients over the long haul regarding the fiduciary standard and the need for a uniform standard.

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Anthony York and Jack Dolan with the Los Angeles Times interviewed Scott Hanson for their article on California state employee retirement benefits.

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Featured on Yahoo! Finance, Hanson McClain offers Top 5 Tips to Get Your Financial Portfolio Back on Track in 2011.

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Finance reporter with The Times, Tara Siegel Bernard interviewed Scott Hanson for her article, With Retirement Savings, It's a Sprint to the Finish.

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Mark Anderson with Sacramento Business Journal interviewed Scott Hanson on the launch of Hanson McClain's 401(k) retirement plan services division.

In 3 Questions to Ask a Financial Advisor, Scott Hanson is quoted on the importance of transparency with financial advisors. Who your adviser works for and how he’s paid can make all the difference in the advice you get. If someone ducks questions about such issues, “that’s a red flag,” says Scott Hanson, cofounder of one of the largest independent advisory firms.

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Scott Hanson’s article, The Retirement Paycheck, appeared in this publication for financial advisors. Hanson describes the essential discussions and actions that should occur with recent retirees and 60-something clients to determine an actual paycheck plan to cover expenses and lifestyle goals.  In addition, Hanson covers other big picture financial discussions that should occur with this age group, such as addressing potential medical expenses, funding grandchildren’s 529 plans, giving to charity and retirement age.

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The Hanson McClain Retirement Network was profiled in Help From Your Friends, an article about time-tested processes that successful advisors are willing to share with their fellow advisors. The Hanson McClain Retirement Network is a nationwide network of financial advisors specializing in retirement planning that provides marketing and practice management tools for advisors who want to work with retirees from the telecommunications and utilities industries.  Hanson McClain trains other advisors that are interested in this specialty and helps market through relationships with trade unions and other gatekeepers as well as assisting in other areas of their practice.

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In Time for a Transition (VIII): How to Grab a Niche Market, journalist Marie Swift profiles Scott Hanson and Pat McClain, describing how they built Hanson McClain by targeting employees of telecommunications and utilities companies. According to Pat McClain, “ The end of 2008 and first part of 2009 were down, but we’re back on track. We continue to do what we’ve always done, building relationships and being there when clients need us.”

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Scott Hanson and Pat McClain appeared on the cover and were profiled in the accompanying story, Reinvention Time by Robert Keane. He describes how they built a successful business by serving a niche market and developed the Hanson McClain Retirement Network to help other advisors do the same. Keane also looks at their new brand extension, Hanson McClain Financial Services, created to serve clients with less than $250,000 to invest.

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For her Encore column Can These Retirements Be Saved, reporter Kelly Green invited Scott Hanson to provide a “retirement makeover” for one of her readers. Scott analyzed the reader’s situation and offered recommendations for ways to improve his financial situation in retirement.

Scott Hanson, of Hanson McClain Advisors was interviewed for a recent article that appeared in Registered Rep, The Next Move Newsletter, Look Before You Leap: Top Things to Consider Before Switching Firms. After leaving an independent brokerage in 2008 to start his own investment firm and RIA, Hanson gained valuable insight into what it takes to help prepare clients for a shift. In this interview, Hanson provides valuable tips to consider before making a move to another firm, including not underestimating the time it will take to transfer accounts.

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Journalist Kristen McNamara profiled Scott Hanson and Pat McClain in her article, “Patience and Scale Key to Advisers’ Model, describing how they built their business by targeting a unique niche of telecommunications employees.

Reporter Tara Siegel Bernard interviewed Scott Hanson for her article, To Retire in This Weak Market, the Magic Word Is ‘Focus.’ She looked the question of where a retiree begins, when planning the next phase of life. “Many would rather live on less and have freedom than go to work each day and have a fatter wallet,” said Hanson.