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These are just a few clues, gathered from a quick glance at a tax return, that reveal your clients' needs. Each tax client represents a potential source of additional revenue.
See the table below for an illustration:
| Activity | Hours spent | Revenue generated |
|---|---|---|
| For a client with dependents, set up a Section 529 plan | Two hours to meet with the client and complete paperwork | $12,000 average investment, assuming 5% commission and 50% payout = $300 = $150/hour |
It sounds simple – and it can be – but choosing appropriate solutions for these 1040 revelations requires training in financial services. By aligning with H.D. Vest, you will receive the comprehensive training, tools and support you need to confidently approach your clients with smart solutions.
H.D. Vest Financial Services® is the holding company for the group of companies providing financial services under the H.D. Vest name.
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Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC
Advisory services offered through H.D. Vest Advisory ServicesSM
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Brokerage accounts carried by First Clearing, LLC, Member FINRA/SIPC and a separate non-bank affiliate of Wells Fargo & Company.