Roger Ochs is the President and CEO of H.D. Vest Financial Services (www.HDVest.com), which was founded in 1983 by a CPA seeking to serve more of his clients’ financial needs. Today, the company supports nearly 5,000 tax and accounting professionals, helping them to integrate comprehensive financial planning solutions and investment services into their practices, including securities, insurance, money management services and banking solutions.
January 3, 2012
As a tax and accounting professional, your clients already trust you to provide professional tax advice that is in their best interest, so why do you keep referring your clients to another financial professional for investment services?
