call out
Hear from our leaders about how we’ve evolved our transition approach – learn more here
end call out
Transition is a critical topic for advisors changing firms. Whether you’re going independent for the first time or are an existing independent looking for more resources, we have the experience and support processes to make your transition a successful one.
Our transition team offers comprehensive support, before, during, and just as importantly, after you join Wells Fargo Advisors Financial Network (FiNet). We’re not only focused on a smooth initial transition, but with supporting the ongoing support needed to sustain long term practice growth.
Areas of Focus
- Forming or moving your business entity
- Creating your tech infrastructure
- Upfront and ongoing financial support
- Establishing your office space, utilities, and branding
- Developing a client communication strategy
- Creating, reviewing, and filing necessary documents