Transitioning to Independence
Going independent doesn’t mean you are going it alone. Wells Fargo Advisors Financial Network’s transition team helps with all aspects of your move to independence from helping you select space, move accounts to build your brand the way you want.
Remember when being an FA was fun?
Remember when you were excited to go into the office and work with your clients every day? When you’re an independent business owner with FiNet you are able to take control of your practice and build the type of business that is best for you and your clients.
Succession Planning: Kindred Stephens
One benefit of going independent is freedom to design a succession plan to continue the business after you retire. For Valli Kindred and Chad Stephens, going independent gave them the opportunity to develop a multigenerational business with a built-in continuity plan.