HD Wealth Interviewed by Wall Street Firm
Charting a Course Through Volatile Times
S&P Dow Jones Indices, a global leader in data and market information, interviewed Allie and Steven about how they use the immense resources and data available to communicate with clients and create expectations and more predictable outcomes through the financial planning and investment process. It was certainly an honor to be recognized by a prestigious and globally recognized firm like S&P Dow Jones Indices.
When asked about why HD Wealth Strategies was chosen, S&P Dow Jones Managing Director of the Financial Advisor division, had this to say, “I really enjoyed hearing how HD Wealth Strategies has identified a niche which they can serve well. As Travis and I asked Allie and Steven questions about their approach to marketing to this niche and serving these professionals, it became very apparent that they have well matched a strategy and structure to their vision of how to serve effectively. Some financial advisors don’t take the time to think about what they believe in and how they can work with clients who believe what they believe. HD Wealth Strategies has done that and I think that is a critical enabler for success and growth.”
Allison and Steven of HD Wealth Strategies believes the desire to be better for their clients is what drives their client’s success and subsequently their own success. HD Wealth Strategies was excited to share thoughts and ideas with S&P Dow Jones Indices.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through HD Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
