Client Centric Values
Advisors are increasingly frustrated with their institutional employers. They are voting with their feet and leaving to build their own firms with a client centric culture and values they consider essential:
Our mission is to work with individuals and teams who have the entrepreneurial spirit to own their firm and to build their own practice exactly the way they desire while serving their clients as a true fiduciary.
When you transition from being an employee to a business owner, you’ll have the power to build and control your practice the way you desire. This empowerment leads to personalized branding, innovative marketing, less restrictive compliance, and a highly customizable pro-client financial planning and investment platform.
As an independent advisor, you will be able to make your own decisions when it comes to hiring associates and admin staff, choosing the technology you need most, and selecting the resources and platform that delivers the very best experience to help you support your clients.
WMI is dedicated to providing critical editorial and training content to successful Big 4 financial advisors (Merrill Lynch, Morgan Stanley, UBS & Wells Fargo) who want to learn more about the independent channel.
learn moreWMI advises million dollar producers on the benefits of an independent firm versus a large wire-house.
learn moreThe independent channel is the fastest growing segment in wealth management today, and it's an empowering opportunity for veteran advisors and teams who seek the autonomy to build their own firms.
learn moreClient Associates are indispensable partners to successful wealth management practices. WMI also advises the industry's top client associates on the benefits of an independent firm versus a large wire-house.
learn moreWMI is dedicated to providing critical editorial and training content for Financial Advisors who work in the independent channel. As Head of Sourcing for Steward Partners, Paul Sullivan also recruits the industry's top Financial Advisors and guides them on the path to independence.
learn moreWe are actively recruiting the best financial advisors to join the Steward Partners network of independently owned partner firms.
learn moreThe independent channel is the fastest growing segment in wealth management today, and it's an empowering opportunity for many new and veteran advisors and teams who seek the autonomy to build their own firms.
learn moreClient Associates are indispensable partners to successful wealth management practices. If you’re a top Client Associate, we invite you to have a confidential conversation about your potential in the independent channel.
learn moreAdvisors are increasingly frustrated with their institutional employers. They are voting with their feet and leaving to build their own firms with a client centric culture and values they consider essential: