At the 21st H.D. Vest National Conference, Satya Mitra delivered the winning keynote address to an audience of 1,150 H.D. Vest Advisors as part of the first-ever Advisor Keynote Contest and received a one-year speaking contract with Financial Forum, Inc. and the opportunity to be published in a financial planning book.

"Our knowledge as financial advisors has a much bigger purpose to serve,” stated Mitra. “I want to use this knowledge to educate and motivate young people in our community so that they can be financially independent at an early stage of their lives."

“We developed this unique contest because many of our Advisors are interested in motivating their peers and sharing their success stories,” said Roger Ochs, H.D. Vest president. “This distinctive program gave participating Advisors the personal and professional development opportunity of a lifetime.” 

Keynote contest entrants developed presentations to motivate their fellow Advisors to grow their financial planning practices. A panel of judges viewed the video entries and selected 10 semi-finalists to participate in the semi-final round in San Antonio, TX, and receive specialized training.  The semi-finalists participated in a public speaking workshop on November 6 led by a professional speaking coach and presented their keynote messages on November 7 to a panel of live judges who selected three finalists for the final round of the contest.  The three finalists presented their keynote address during the H.D. Vest National Conference General Session on Thursday, November 8, where an audience of H.D. Vest Advisors voted on the winner.
Mitra has been an Advisor with H.D. Vest since 1993.  He has owned The Guru Tax & Financial Services, Inc., in Worcester, MA since 1990.  Mitra graduated from Nagpur University in India with a Ph.D. in Biochemistry and received the Certified Financial PlannerTM designation in 1993. He is also an Enrolled Agent. 

Mitra serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing fee-based managed accounts, private money management, individual and business retirement plans, education planning,  mutual funds, life, disability and long-term-care insurance, variable and fixed annuities, multi-generational estate planning, comprehensive tax and financial planning, online account access and systematic investment plans.
More information about H.D. Vest can be obtained on their website: www.hdvest.com.  
 

About H.D. Vest, Inc.
Based in Irving, Texas, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,200 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.

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