What Makes the Independent Model Different? (Video)

Running an independent financial business means advisors are CEOs, HR directors, and customer service reps all rolled into one. Here’s what a typical day looks like for three independent advisors who recently spoke about their experiences. The panelists offer their insights into how the independent model differs from the more traditional employee model and what this means for owners and clients alike.

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.