For more than 30 years, we’ve remained steadfast in our mission to give every American the opportunity to have access to a skilled financial professional to help plan for their retirement.

We believe that tax professionals offer one of the most appropriate business models to naturally extend their services to offer financial products. Your knowledge of your clients’ finances, coupled with your trusted relationships, places you in a unique position to not only do what’s right for your clients, but also grow the revenue your firm generates. We execute our mission on a daily basis by assigning a dedicated staff liaison to support, train and guide highly ethical tax professionals to become HD Vest Advisors.

Are you still listening to conventional wisdom?

Don’t wait any longer to cross-sell financial services to your tax clients

Conventional wisdom says to roll out financial
services slowly. Instead, resist the urge to spend more time strengthening client relationships before pitching them financial services. Accounting firms with the largest percentage of financial services clients do not delay in cross-selling to them.

Bob Scott, executive editor of the Progressive Accountant, sits down with Michael Havey of Easy Checklist ABC to discuss the company’s new task management tool designed to assist accountants, bookkeepers and CPAs with workflow and client management. Havey explains that the product, which was developed with direct feedback from accountants, is particularly beneficial to firms with 10 or fewer employees.

Bob Scott, executive editor of The Progressive Accountant speaks with Max Krotman, executive vice president of Global Force International. With a focus on business integration, Global Force International matches firms that synchronize on various levels ranging from economics, to work personalities and billing rights. Krotman also explains how Global Force International guides accountants through all aspects of a firm’s lifespan, from mergers and acquisitions to selling their businesses.