Whether your firm is starting up, ramping up or winding down, you will have certain goals and face different challenges. Find out how your firm is measuring up compared to others in the industry and ways to help overcome some of the issues you may face so that you can work smarter, not harder.
No matter what your challenge, HD Vest Financial Services can help you find ways to help you overcome different situations and leverage your knowledge to your advantage.
To learn more, complete the form to download the infographic: “Your Accounting Firm During Each Life Cycle Phase”.
HD Vest cre...
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HD Vest: Common Myths About Offering Portfolio Management
You’ve built a successful tax practice, but are you leveraging your deep knowledge of your clients’ financial situations to support their growing need for the level of objective and holistic advice you can provide? Have you ever considered offering portfolio management?
In our experience, we have found that many investment planners (and tax professionals) are unaware of the tax implications associated with certain investment decisions. They also may not have as full of a view of the client’s financial statement. You see it every year when you complete your clients’ tax returns. That’s why y...
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HD Vest: Making a Financial Services Offering Work in Your Firm
CPAs and tax professionals have a unique advantage that the average financial advisor envies – that unique advantage is their tax knowledge and their network of clients. As a tax professional, your clients trust you to provide you with their most valuable information in order to complete their tax return. With this information at your fingertips, you have the distinct privilege to take your association with your clients and evolve it into deeper, more meaningful relationships that ultimately result in more holistic services for your clients’ financial well-being, client retention, referrals, a...
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HD Vest: Missing a Natural Opportunity: A Financial Services Offering
Financial services have become a natural add-on to many CPA/tax professional practices. Clients trust these professionals to provide insightful, practical and sound wealth management and planning advice at the same level of quality and reliability as their bookkeeping and tax guidance. Yet, many firms have yet to take advantage of this opportunity to better serve their clients, increase loyalty and broaden their revenue bases.
Download “Missing a Natural Opportunity” Whitepaper
HD Vest Financial Services® is the holding company for the group of companies providing financial services ...
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HD Vest: Discover 1040 Analyst – Your Unique Advantage This Tax Season
The 1040 Analyst® can provide that comfort – meticulously designed with our Advisors in mind. It is a unique data mining tool with automation that allows you to seamlessly integrate your clients’ tax data from the Form 1040 and provide a customized client report highlighting financial services opportunities that may help them chart a new course.
Watch the 1040 Analyst Webinar:
Explore 1040 Analyst® and try 1040 Analyst Lite
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Securities offered throug...
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HD Vest: Learning from Experience — Benefits Trump Concerns When Tax Professionals Offer Financial Services
In an August 2014 survey conducted by the research unit of SourceMedia, publisher of Accounting Today, accountants and tax professionals who have added a financial services offering to their business said that they not only increased profitability, but that a large majority of their tax service clients were also financial services clients. By offering these extended services, they’ve improved customer loyalty and satisfaction and increased the value of their business.
Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according t...
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HD Vest: Tax Alpha Video Playlist and Why HD Vest?
Our 30-year history of working with CPAs and tax professionals who decided to reinvent their practices by adding financial services to their client offering has resulted in a one-of-kind business model built around the services, training and support needed to be successful in your new endeavor. In support of HD Vest Advisors in 2014, we evolved a big idea into a firm strategy called “Reinventing Growth Strategies.” This plan and approach has been transformational in providing all our Advisors with the concept and proven value of bringing a repeatable client experience to life and allowing them...
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