Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B
Release Date:
The “affiliation channel slide” has become a common path for many employee advisors seeking independence. Jason Andrews and Ross Bauer of Merritt Point Wealth Advisors share a story demonstrating how their transition from Wells Fargo PCG to FiNet resulted in tremendous growth opportunities.
Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B