Wealth Management SUPPORT

As an HD Vest Advisor – you’re assigned a team of dedicated Wealth Management Support consultants on day one. Your dedicated Wealth Management Support consultant team is your primary contact for financial advisor support within HD Vest and an experienced guide to assist you in getting up to speed with all that you need to know in order to holistically serve your clients and grow your business.

 

  • No strings attached – Unlike other firms, you don’t have to “earn your way” up to this support. We recognize that providing you with superior service enables you to do the same for your clients. That’s why we don’t condition your ability to get home office support to your production. When we say we’re here to support you, we mean it – no strings attached.
  • Specialized support when you need it – You have direct access to consultants in retirement, estate planning, insurance, advisory and practice management.
  • Answers at your fingertips - The answers you need to any client scenario are always only a phone call away. Whatever your concern, be it business development or product placement – we’ve got your back.

 

Each Wealth Management Support consultant is insurance licensed and a general securities representative. In addition, most consultants have completed or are pursuing the Certified Financial Planner™ (CFP®) certification. As your business partner and coach, your consultant will support you with answers to questions pertaining to these and other aspects of your practice:

  • Client situations
  • Portfolio reviews
  • Product support
  • Technical support
  • Compliance support
  • Case analysis
  • Insurance analysis
  • Retirement reviews
  • Legacy concerns
  • Financial planning
  • Business planning