More than 1,300 Financial Advisors moved ... and counting

Wells Fargo Advisors Financial Network has helped more than 1,300 Financial Advisors, who manage more than $85 billion in assets, successfully make the move to independence.

Our experience has enabled us to develop a proven process that makes the transition seamless for you and your clients.

We’ll work with you step-by-step to develop a plan based on your business mix, assets under management, average cost of expenses in your geographic area and staffing plans.

In addition, your personal practice liaison works one-on-one with you throughout your transition and beyond.

STEPS

Step One

Decide to go independent

Welcome to independence. To help make your transition easier, you have access to a dedicated team of experienced individuals. They will support you throughout the process of opening your new practice.

Step Two

Transition

  • Individualized transition plan created
  • Introduction to your personal transition consultant
  • Office location and decor chosen
  • Conference calls with product, marketing, technology, legal, exit strategy and training partners
  • Computers and office equipment ordered
  • Practice name and branding chosen
Step Three

Your practice opens

Congratulations, you are now independent. But that doesn’t mean you have to go it alone. We’ll continue to provide support whenever you need it.

Step Four

Once your practice opens

  • Distribute new office announcements and client packages
  • Open accounts/process ACATS
  • Receive onsite training
  • Utilize daily transition consultation and trainer support
  • Professional development and product training opportunities

Go Independent

Request your free introductory guide to learn more about becoming an independent Financial Advisor with Wells Fargo Advisors Financial Network.

Get Your Free Guide
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