Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B

Update: 2024-08-22

Description

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.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Succession and Liquidity: Key Considerations and Options for Founders and Next Gens

2024-07-1856:29

The Most Valuable Insights for Advisors: On Goals, Growth, and Building Something Great

2025-01-0931:50

The Good News on Marketing: An Industry Legend on How to Grow Bigger Faster

2024-12-2654:34

An Advisor’s Guide to 2025: The Impact of 2024 on the New Year

2024-12-1932:51

Building with Intentionality: Growing a $1B Business to a $4B Enterprise and Beyond

2024-12-1248:15

No Longer a Differentiator: $940B Hamilton Lane on the Changing Face of Private Markets

2024-12-0544:04

Rapid Reaction: UBS Comp Plan Changes and the Impact on Advisors

2024-11-2620:01

How to Set Up Your Business to Maximize Enterprise Value

2024-11-2138:12

Diversity as a Superpower: An Ex-Goldman Advisor on Building a Firm From Zero to $400mm and Beyond

2024-11-1454:35

FinTech Disruptors: The CEO of eMoney on How to Elevate the Planning Experience

2024-11-0740:57

Wirehouse Connections: Why a Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

2024-10-3143:42

Getting Unstuck: How to Change “What If” to “What Could Be”

2024-10-2453:40

Monetization vs. Independence: What’s the Best Path? A Special Industry Update

2024-10-1736:49

How Simplicity Leads to Impactful Growth: Carl Richards’ Advice for Advisors

2024-10-1048:29

The Real Value of Due Diligence: How a Former Merrill Advisor Used Logic and Emotion to Assess His Firm and Business Life

2024-10-0355:18

The Evolution of an Elite Advisor: From Breakaway to M&A to Increasing Annual Revenue by $10mm in Just 3 Years

2024-09-2651:22

Merrill Breakaway Advisor Roundtable: How to Recreate the Community, Culture, Camaraderie, and Competitive Spirit of the Wirehouses

2024-09-1956:20

Should I Stay or Should I Go? An Advisor’s Guide to Thinking Through Their Biggest Decision

2024-09-1231:10

What You Need to Know About Marketing Your Wealth Management Business: Tips from a CMO

2024-08-2945:27

Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B

2024-08-2250:40

00:00

Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B

#box-pro-ellipsis-173651199491984{-webkit-line-clamp:2;}Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B

Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B

Changing Channels: How a Wirehouse Team Went Independent Without Leaving the Firm—and Grew from $280mm to $1.7B