As independent financial advisors seek growth, panelists explain why they are using M&A as a key strategy for expansion. Building their books of business is essential for these owners, and for many, M&A forms the cornerstone of how they plan to expand their business’s reach, establish business continuity, or achieve that next level of success.
Disclaimer: Financial Professional Use Only
The experiences discussed are specific to those associates listed and may not be representative of the experience of other associates. Investment products and services are offered through Wells Faro Advisors Financial Network, LLC (WFAFN), Member SIPC, registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.
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