Practice Management

The mission of the HD Vest Practice Management team is to arm you with tools and resources to help you reach new heights while running a more efficient practice. We do this by partnering with you individually and collectively to ensure that you have all the tools and knowledge necessary to do what you set out to do – grow your client base and bottom line through the successful application of financial services.


VestSuccess® Coaching Program

The VestSuccess Coaching Program is an interactive, multi-dimensional training program that provides coach-to-peer and peer-to-peer coaching support to help Advisors:

  • maximize your client relationships,
  • systematize your practice and ultimately,
  • grow your revenue.

Mentor Program

Our innovative Mentor Program can help you nearly triple your average rolling gross. For more than 20 years, this complimentary program has helped countless Advisors build their knowledge and take their practice to the next level by providing personalized training in goal setting, case analysis and sales presentation skills.

Your Mentor will provide insight on building a business strategy that fits your practice’s model, encourage you to pursue your goals, and provide the support and knowledge they acquired through building a successful business. Other benefits include a better understanding of how to use the resources provided by the home office, more exposure to product sponsors, and additional opportunities to network with other Advisors.



Business continuation planning — which includes contingency planning and succession planning — is critical to the short- and long-term success of your practice. HD Vest provides insight and coaching in the areas of career enhancements, preparing key employees for leadership roles, identifying and growing your successor, and preparing your business for unexpected or emergency situations.


Business Acquisition and Sale

Your practice represents more than just sweat equity — it’s a significant portion of your personal net worth. If you’re looking to grow your practice through acquiring another practice, book of business, or add advisors seeking to affiliate with your successful practice, our experienced Practice Management specialists can help you pursue each of these goals. We’ll help you discover ways to protect and build business equity and help you find a buyer when you’re ready to retire or exit the business.

Protecting You and Your Business

HD Vest offers one of the most competitive errors and omissions (E&O) insurance packages in the industry through Columbia Casualty Company (a CNA company), and brokered by Aon Risk Services. Rated A (Excellent) by A.M. Best, Columbia Casualty is one of the leading providers of E&O insurance to Registered Representatives. And through your HD Vest affiliation, you can obtain coverage for both your tax and financial services practices.