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Hard to build a competitive model that is focused on you from the moment you join our family and throughout each of your momentous accomplishments. We ve developed this guide with you in mind. Our main goal during the beginning stages of your transition is to help you transfer your business to HD Vest as smoothly as possible. In this guide, you will find detailed policies and procedures that will come in handy throughout your transition period. We ll cover everything from transferring your l.

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