Keeping the Focus on Clients (Video)

For advisors who have picked the independent path, one of the biggest benefits is spending more time and energy deciding how to optimize and personalize clients’ experiences with their teams. Independent financial advisors reflect on this part of the journey and why having the freedom to craft the client experience is one of the most rewarding parts of choosing independence.

Disclaimer: Financial Professional Use Only

The experiences discussed are specific to those associates listed and may not be representative of the experience of other associates. Investment products and services are offered through Wells Faro Advisors Financial Network, LLC (WFAFN), Member SIPC, registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.