We’ve helped thousands of financial advisors successfully retire on their terms. Whether that move is one year or five years away, it’s not too soon to discuss the transition and value of your business.
Let us help connect you
Whether they are across town at another branch or sitting in the office next to you, we can help connect you with the person that feels right for you and your clients.
A transition with personal support
Throughout the Succession journey, you’ll be guided by an experienced consultant who respects the business you’ve built and will work closely with you to ensure a seamless transition for you and your clients.
You can expect:
- Customized valuations between retiree & acquiring FA
- Flexibility in payment options
- Firm incentives for both the retiring FA & the acquiring FA
- Practice management opportunities for effective client communication and transitioning your business
When you’re ready, let’s talk.
This is a big decision. Reach out to your Branch Manager or Teaming & Succession Consultant to explore your options early, ask questions, and get a feel for our industry leading program.
Contact us today to learn more.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.