KwdCPA wrote:sorry for joining this thread so late. Only recently discovered this site after huge time gap from participating on predecessor site several years ago.
If you are serious about offering financial planning services, this is a superb opportunity for your clients and you. And in my opinion, HD Vest is the best B-D for tax pros. The combination of tax + financial planning + implementation is a most natural combination, and gives you a clear and obvious positioning advantage over Merrill Lynch et al. Clients recognize this and love it. I evolved from tax practice > tax practice that also did financial planning/implementation > financial planning firm that also does tax prep/tax planning. I cannot recommend this more strongly. I have (and continue to) mentor dozens who added this to an established tax practice.
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