This Wells Fargo Team's Experience Going Independent – Firm Transitions Podcast
Jake McLean, Vice President and Financial Advisor of the Capitum Wealth Management team shares about their experience transitioning from Wells Fargo to independence.
• All things that went into our transition from Wells Fargo to LPL Financial
• The challenges and frustrations at we experienced at Wells Fargo
• Defining independence and responsibilityBenefits of independence for multi-generational teams
• Transition process and client communicationRefreshing aspects of our move
• Advice for advisors considering a transition
• Excitement about future growth and new opportunities
#FATransition #coreywalen #financialadvisor #independentadvisor #brokerdealer #wellsfargo #wellsfargoadvisors #wfa #bankadvisor #wirehouse
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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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Call or Text: (908) 902 4903
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