HD Vest Connect 2017

Tools of the trade: How to take your practice to the next level

June 29, 2017 | Runtime: 4:06

Advisers have a lot of technology options at their disposal right now. But finding the right tools can be difficult. HD Vest's Andy Watts explains what you need (and what you can afford to ignore.)

Reaching next gen clients with next gen advisers

June 29, 2017 | Runtime: 5:30

Advisers are looking to their next generation for inspiration on how to retain millennials clients. Shannon Rosic chats with a pair of multi-generational practices to keep and attain assets.

Adviser stories: Our dream house

June 30, 2017 | Runtime: 5:19

This isn't HGTV dream house, but it's close. Ed and Shelly Terzolo are the picture of a perfect partnership in every sense of the word. Find out how HD Vest helped this couple get into their dream home ... literally.

Putting clients first: More than a slogan

June 30, 2017 | Runtime: 3:19

A lot of advisers talk about putting clients first, but putting these words into action can be more difficult. Carla Campbell explains how her firm puts this slogan first.

HD Vest's Rawlins: Bringing fiduciary into focus

June 30, 2017 | Runtime: 4:14

With so much noise about "fiduciary" right now, advisers are having a difficult time understanding what they need to know. HD Vest's Scott Rawlins explains the essentials.

Dispelling 3 succession planning misconceptions

June 30, 2017 | Runtime: 3:48

Many advisers avoid succession planning because they are convinced it will value. Brian Harris explains how his Oregon firm succeeded with succession (and is ready to acquire again.)

What's next for financial advisers?

June 30, 2017 | Runtime: 3:21

With so much changing in the wealth management industry, where do financial advisers stand? Kyle Brownlee of Wymer Brownlee offers some thoughts on what lies ahead.

Second-generation advisers: 'She's mom to a lot of clients'

July 01, 2017 | Runtime: 3:17

There are advantages and disadvantages to being a multi-generational firm. Christopher and AnneMarie Milinazzo, a mother-son team from Denver, share some of the challenges and opportunities of working as a team.

4 ways coaches are giving great advisers an edge

July 01, 2017 | Runtime: 3:22

Great coaches are the unsung heroes in the wealth management industry. Dawn Drewitz of HD Vest discusses how coaches are helping to make good advisers into great advisers.

David Devoe: 3 M&A trends reshaping the industry

July 01, 2017 | Runtime: 4:31

Inquiring minds want to know: is it time to acquire? Industry expert Dave Devoe offers his perspective.

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