Welcome to our newsletter & video archive.

If you strive to be the best, then Wells Fargo Advisors Financial Network (WFAFN) may be the destination you’re seeking. After all, WFAFN is the choice for premier financial advisors seeking independence. Imagine an opportunity where you can build your own client-service model, control day-to-day operations, and design a legacy fit for your business, your family, and yourself. Because that is what WFAFN offers. But don’t take our word for it. Read on and see what current WFAFN business owners have to say about their affiliation with WFAFN.

Newsletters

Independence, Simplified - Winter 2018 (PDF)

Learn about different topics such as how WFAFN brings a Midwest culture to the East coast ensuring a smooth transition, gain insight on how this Oklahoma team serves their clients through four generations, and how a father son team learned that improving your golf game can help you grow your business.

Independence, Simplified - Spring 2018 (PDF)

In this newsletter you will be given the opportunity to learn about three separate practices experiences within WFAFN, such as succession planning, how WFAFN helps made mergers & growth possible for a Texas foursome, and how WFAFN advisors have become a Family Resource for their clients.

Independence, Simplified - Spring 2017 (PDF)

In this article you will learn about how WFAFN made a vision come true for a couple who dreamed of running their own business and how in time WFAFN will help them to pass it down to their children to create a family legacy to continue through the next generations.

Independence, Simplified - Fall 2017 (PDF)

In this newsletter you will learn about why a multi-generational team chose independence with FiNet to help them create a culture unique to their practice.

Independence, Simplified - Winter 2016 (PDF)

Read about how FiNet helped ensure the ease of transition for a couple who came from an independent wire house to open their own FiNet practice. WFAFN allowed them to be able to focus on their clients without worrying about the stress of transitioning their practice.

Videos

Transitioning to Independence

Remember when being an FA was fun?

Succession Planning: Veesart Financial

I wish I would have done it sooner

Independent Spotlight

FiNet Support: Succession Planning

Monarch Transition

Sign up for our Quarterly Newsletter