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Sustainable Growth for Independent Advisors

A new research study from Deloitte, in participation with Wells Fargo Advisors Financial Network (FiNet), unveils critical strategies for independent financial advisors to achieve growth while balancing shifting market conditions. The report, Harvesting Success: Cultivating Growth for Independent Financial Advisors, provides a roadmap for advisors seeking to thrive in a competitive market.

The report was developed in participation with Wells Fargo Advisors Financial Network (FiNet) and is available here: https://www.deloitte.com/us/en/services/consulting/articles/independent-financial-advisor-growth.html

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Key topics covered include:

  • -The importance of organic growth – A staggering 70% of financial advisors emphasize the importance of organic growth, yet many struggle to achieve it.
  • -Inorganic growth opportunities – 67% independent advisors are planning acquisitions within the next two years.
  • -Gaps in strategic planning – Only 58% of practices currently have a strategic plan, but this is crucial for growth.

And much more

FiNet offers financial advisors the opportunity to enjoy true independence while still retaining the support of Wells Fargo Advisors.

Independent advisors can leverage wealth management resources, access to advice and planning services, the support of local leaders, and capital to grow their practices their way.

To learn more about FiNet, visit here https://www.wellsfargoadvisors.com/joinwfadvisors/independent.htm