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Steadfast support helps ensure success for our community
We are committed to championing our advisors and growing our community. Whether it's organizing chapter meetings and training events; providing back-office support and practice management resources; or helping you market your business – HD Vest has your back.
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Chapter meetings
Join one of our nationwide chapters and become part of the family.
Community
Cultivating a thriving group of advisors and tax experts
Life-long professional relationships are forged through HD Vest conferences and chapter meetings. The strength of this intellectual community is unmatched and invaluable to the success of our advisors.
Network
Building a winning team of top-tier financial professionals
We are dedicated to cultivating an elite network of industry leading professionals. We pride ourselves on the quality of our advisors and their continued impact on the industry through thought leadership.
Family
Establishing a sense of family between our advisors
At HD Vest, our advisor base is family. Our conferences and chapter meetings provide quality face time and foster an unbelievably close-knit, supportive community.
This is the most tight-knit professional community I've ever been a part of. Period.
Robert - HOUSTON, TX
Training and Events
Chapter meetings, training events, and conferences
More than 30 years of experience has taught us that the best way to grow your practice is by learning from your peers. We offer roughly 750 different training events for our Advisors each year where you can learn from some of our most successful members. Through our tailored programs, you are able to sharpen your skills and become part of one of the top networking programs in the industry.
Wealth management Support
A dedicated team of consultants
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. Each consultant is insurance licensed and a general securities representative. In addition, most consultants have completed or are pursuing the Certified Financial Planner™ (CFP®) certification.
Client Situations
Portfolio Reviews
Retirement Reviews
Product Support
Technical Support
Compliance Support
Financial Planning
Business PLanning
Case Analysis
INSURANCE ANALYSIS
Back-office Support
Specialized support when you need it
We recognize that providing you with superior service enables you to do the same for your clients. Our Advisors have access to knowledgeable consultants with a wide range of expertise. When we say we’re here to support you, we mean it – no strings attached.
Retirement Planning
Estate planning
Insurance
Advisory Services
Operational Support
Practice management
Helping you grow and manage your business
Coaching
VestSuccess
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 client relationships, systemize their practice, and increase revenue.
Mentorship
Mentor program
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.
Planning
Continuation and succession
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.
Aquisitions
Acquisitions and sale
Our experienced Practice Management specialist can assist you in acquiring another practice, adding affiliate advisors, and more. We also 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.
Protection
Operational support and insurance
Through your HD Vest affiliation, you can obtain coverage for both your tax and financial services practices. We provide some of the most competitive errors & omissions in the industry through Columbia Casualty Company, one of the leading providers of E&O insurance to Registered Representatives.
Marketing
Retain clients, attract business
HD Vest offers the ability to create a marketing experience you can easily engage with and manage on an ongoing basis, including:
- Social Media Platforms
- Websites
- Online Marketing Materials
We also provide access to our Strategic Partnerships Program which allows you to team-up with other professionals of various expertise to provide holistic financial services while staying focused on what you do best.