Common Fears of Going Independent (Video)

A common refrain from independent financial advisors after they transitioned to independence is: “Why didn’t I do this sooner?” For those that have made the jump, overcoming some common fears and uncertainties – such as, who from my client list will come with me? – helped pave the path to start their businesses. With the support of their transition teams and a clearly defined timeline, financial advisors persevered through the challenges and now say: “This is the best decision I ever made.”

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.