SENIOR WEALTH ADVISOR AND OWNER KYLE JOHNSON, RICP® AND OPERATIONS MANAGER CASEY FRISBY ATTEND CONNECT2019TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS
Conference Brings Together Advisors, Industry Experts and Financial Service Providers to Share Best Practices and Latest Concepts in Client Wealth Management Solutions
Our independent broker-dealer hosted more than 1,000 Advisors, exhibitors, and other partners for the June conference in Seattle, where HD Vest’s unique focus on integrating other services into wealth management was the highlight.
CONNECT2019 gave each of us a one-of-a-kind opportunity to network with industry thought leaders, participate in educational workshops, and attend breakout sessions to discuss how to elevate our clients’ experience.
It was an honor to attend CONNECT2019. The conference was an invaluable resource for networking with peers and interacting directly with HD Vest executives and industry experts. We shared best practices about investment advice and discussed different ways to improve our work with current and future clients.
Enrique Vasquez, President of HD Vest, commented, “our industry is constantly changing, and the ways in which our Advisors grow their businesses are just as dynamic. We are excited to support our Advisors with the tools and services needed to provide their clients with the best advice as they expand and grow their business.”
About HD Vest Financial Services®
Since its inception in 1983, HD Vest Financial Services® has supported an independent network of tax and non-tax professionals who provide comprehensive financial services including securities, insurance, money management services, and banking solutions. Ranked as one of the top 15 independent broker-dealer firms,1 we have over 3,500 independent contractors, who manage over $45 billion in assets for individuals, families and small businesses in all 50 states.2
1Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue.
2As of June 5, 2019