HD Vest Connect 2018
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.
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.
July 11, 2018 | Runtime: 3:52
Charlene Wehring from Texas talks with Matt about finding your niche.
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.
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.
July 03, 2018 | Runtime: 4:01
The immense difference a formal mentor can have a new adviser is explained by Deanna Larue.
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.
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.
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.