Should We Talk?Business Development Consultants are available to answer any questions you may have about adding financial services alongside your tax practice or transitioning your existing business to HD Vest Financial Services.
Phone: (800) 742-7950
Growing Your Tax Business
Let’s suppose you’ve passed your securities licensing exam, celebrated with family and friends and are heading into your office for your first day as an official HD Vest Advisor. What comes next? That’s when the real work begins. But don’t worry: we’ll be here to support you every step of the way.
As an Independent Advisor, you have an opportunity to build your own independent business and retain full ownership of your practice. We believe how an advisor chooses to manage their practice and their growth should be up to them. Best of all, you’re far from alone.
60 Seconds Smarter Video Series
There are a few “milestone birthdays” where it’s particularly important that investors and their financial advisors should be in contact.
When the stock market is hitting high points, it can be hard to remember that it sometimes hit low points, too.
Tax Alpha is the value that is added to a client's financial plan by optimizing sound tax strategies.
Million Dollar Questions
A few smart questions can turn a routine tax interview into the start of a deeper, more valuable relationship built around wealth management.
It's Time to
Talk About Risk
There are a few cycles that are currently converging that make this a particularly good moment to talk to your clients about risk.