From Bank to Independence: It Transformed Our Business — with Provista Wealth Advisors (076)
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From Bank to Independence: It Transformed Our Business — with Provista Wealth Advisors (076)
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Narrado por:
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De:
Josh Paddock and Clark Smith from the Provista Team to discuss their business changing experience from Wells Fargo to launching the independent financial advisory practice of their dreams.
Key Highlights:
- Transitioning from Wells Fargo with $600 million in assets
- Why they chose Supported Independence with Kestra
- Challenges and opportunities leaving the bank
- Wildly improved client service and financial planning capabilities
- Surprisingly significant increase in client referrals
- Authentic insights into building a successful independent practice
More:
- How they right-sized their client book
- Implemented advanced financial planning tools
- Created a more personalized client experience
- Increased their AUM
- Built a culture of comprehensive financial advice
I hope this conversation is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...