From Bank to Independence: It Transformed Our Business — with Provista Wealth Advisors
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.
#FATransition #coreywalen #financialadvisor #independentadvisor #edwardjones #raymondjames #merrilllynch #morganstanley #ubs #wellsfargo #lpl #kestra
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Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-wal…
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
