We believe everything you need is provided; even support staff and a comprehensive transition team to successfully complete your clients’ ACATs. Wells Fargo Advisors Financial Network is currently offering an attractive deal for qualified advisors who want to become Independent business owners. Contact us to learn more.
Provide dedicated furnished offices and workspaces including securing new office space
Coordinate with approved, third-party providers for all your technology needs both on-site and remote
Manage all licensing and regulatory requirements
Business Continuity Planning
Maintain an orderly transition plan in accordance with best practices in the event of business disruption
Provide practice branded collateral and welcome package to notify clients and the public
Help build the value and monetize your practice for an exit on your terms