Partnership Expansion Hatton Consulting recently partnered with Creative Planning LLC, one of the largest RIAs in the country, indicating an openness to strategic alliances. This presents an opportunity to offer complementary services or technology solutions that can enhance their expanded advisory capabilities.

Niche Client Focus With a particular emphasis on divorcees, widows, and families experiencing loss, Hatton serves a sensitive, specialized market segment. Developing tailored financial products or support services for these client groups could create valuable sales opportunities.

Technology Adoption Utilizing modern web tools like Squarespace, Webpack, and reCAPTCHA indicates a digitally savvy approach. Offering innovative fintech solutions, client engagement platforms, or cybersecurity services could align well with their existing tech stack.

Growth Potential Although currently within a small team, Hatton's affiliation with a major RIA suggests potential for scaling. Solutions that facilitate growth management, operational efficiency, or client acquisition could be highly relevant.

Financial Profile Operating with a revenue range of up to $10 million and strong industry connections, they present an opportunity for premium service offerings, commission-based products, or high-value consulting engagements tailored to their financial advisory niche.