Trilogy Financial Services Expands Its Executive Team with New VP of Business Development, Hayley Henningsen

Trilogy Financial Services Expands Its Executive Team

Trilogy Financial Services, known for its significant role in the financial advisory realm, has recently made waves with the appointment of Hayley Henningsen as its new Vice President of Business Development. This strategic move aims to bolster the company’s growth ambitions and enhance its operational capabilities. With a robust background in business development, Henningsen's addition symbolizes a commitment to strengthening partnerships and expanding the client base.

A New Chapter in Business Development

Henningsen will focus on identifying and engaging potential acquisition opportunities, particularly targeting mid-sized Registered Investment Advisors (RIAs) and financial advisory practices throughout the United States. Her extensive experience over the past eight years in nurturing relationships within the financial sector positions her as a key player in Trilogy's plans. As she reports directly to Jason Inglis, the firm’s Chief Development Officer, her role is pivotal in aligning prospective partner firms with Trilogy’s strategic, cultural, and financial aspirations.

Inglis expressed enthusiasm about Henningsen’s appointment, highlighting her industry knowledge and strong professional network. He stated, "We have ambitious expansion plans, and Hayley is the right person to help us achieve those goals." This sentiment underscores Trilogy's focus on thoughtful growth in an industry characterized by its competitive nature and consolidation trends.

Expertise in Relationship Building

Before joining Trilogy, Henningsen held the title of Associate Director of Business Development at Sowell Management, where she successfully assisted financial advisors in transitioning to the Independent RIA channel. Her adeptness at crafting sales and marketing strategies and her commitment to client success were instrumental in her previous team’s endeavors.

Henningsen's approach is relationship-centric, emphasizing the importance of partnerships that align with Trilogy’s vision. "My experience will help in bringing the right partners to the table as Trilogy pursues its selective expansion strategy," she noted. This insight reflects a deeper understanding of the challenges and opportunities in today’s evolving financial advisory landscape.

Understanding Client and Advisor Needs

Trilogy, founded in 1999, aims to empower financial advisors and help clients achieve financial independence. With over $4 billion in client assets, the company operates on a collaborative, client-first ethos, fostering multi-generational advisor teams. Henningsen's role is expected to further advance this mission by supporting the firm’s intended growth trajectory.

"Success in this industry is not solely measured by numbers, but by how well partnerships integrate and align with both advisors and clients' needs," emphasized Henningsen, reinforcing the firm’s commitment to maintaining an advisor-led, client-centric culture.

Conclusion

Henningsen's joining marks a significant step for Trilogy Financial Services as the firm aims for strategic growth, aligning well with industry transformations. Her extensive experience, coupled with Trilogy's robust framework, promises not only to enhance operational efficiencies but also to actively contribute to the firm’s ongoing legacy as a trusted partner in financial advisement. With her leadership, Trilogy is poised to expand its influence in the wealth management industry, aiming to attract the right advisors, firms, and practices.

About Trilogy Financial Services

Trilogy Financial Services is an advisor-founded, -owned, and -led hybrid RIA with ten regional offices and headquarters in Irvine, California. More information can be found on their website at www.trilogyfs.com.