HD Vest Connect 2018

Investment Management alone no longer suffices

July 18, 2018 | Runtime: 1:50

Jacob Hart suggests that in order for an adviser to thrive, they must look beyond investment management to grow their practice.

Women in Wealth Management: What's Next?

July 11, 2018 | Runtime: 6:09

Matt has a conversation with Shelly Terzolo and Crystal Clifford regarding the improvements made for women in the advice business, and the outlook moving forward.

Don't be a Turkey: Carve Our Your Niche!

July 11, 2018 | Runtime: 3:52

Charlene Wehring from Texas talks with Matt about finding your niche.

Running a prosperous solo practice

July 10, 2018 | Runtime: 5:33

Your first name doesn't have to be 'Han' to be successful going solo. Todd Ihrig is a top 75 adviser with HD Vest, and does it out of his living room.

From Pastor to Planner

July 03, 2018 | Runtime: 4:23

Kyle Johnson's journey from a pastor to financial adviser; the lesson's he learned along the way and what you can take away from his story.

The Power of Mentorship

July 03, 2018 | Runtime: 4:01

The immense difference a formal mentor can have a new adviser is explained by Deanna Larue.

'HD' isn't just for TV

July 03, 2018 | Runtime: 5:10

HD Vest's President, Scott Rawlins, discusses the big picture of the industry with Matt.


July 03, 2018 | Runtime: 3:03

James Hickey helps Matt answer audience provided questions on a range of topics.

Pilates, Spin Instructor, Financial Adviser?

July 03, 2018 | Runtime: 3:07

A few pearls of wisdom from adviser Mandy Neal, who looks beyond the advice industry for insights on running her firm and helping her clients.

'Efficiency' may not be sexy, but it can vastly improve the fortunes of your firm. Here's how.

July 03, 2018 | Runtime: 3:53

Matt and Gene Bell discuss tools and way in which you can improve your efficiency, and improve your business.

Videos 1-10 of 13

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