Does your current firm give you the freedom to build your business your way?
As a successful financial professional or advisor, you undoubtedly have a vision of where you want your business to go. The only question is does your current firm offer you the flexibility to realize that vision? At Magellan Financial, Inc., we provide options to enable you to unleash your entrepreneurial spirit.
Independence with Magellan Financial, Inc. and Wells Fargo Advisors Financial Network
Independence isn’t for everyone, but when you’re ready for it, it may bring you the rewarding life you’ve been longing for.
When you decide to become an independent financial advisor with Magellan Financial Inc., you get the best of both worlds: all the benefits of being independent with the backing of a full-service wirehouse.
Through Wells Fargo Advisors Financial Network, we’re there when you need us to help you navigate the business world in a way that aligns with your specific goals, to help you in a stiff regulatory environment, and to give you the ability to offer the products and services that fit within your business plan. Above all, we help make sure you have all the freedom, flexibility and control you desire.
When you become an independent financial advisor with Wells Fargo Advisors Financial Network, you have the flexibility to develop a business strategy that reflects the plans you have for your practice, including:
- Which products and services are appropriate for your clients
- The level of service you want to provide
- How big or small you want your book to be
- The prices you set for your services
- The size of staff you want to have
- How closely you want to align your brand with ours
Our goal is to help you build a business that mirrors your vision of it. Determining potential profitability
Magellan Financial Inc. offers the technology platform, financial & marketing advice, and will show you how to thrive as an independent advisor. We will help you develop a pro forma analysis, which will provide you information that can help you make the economic decision of going independent. It will show you your potential cash flow and profitability based on your revenue, business mix, assets under management, the cost of expenses in your geographical area, the staff you plan to hire and other financial considerations.
To learn more, call or email Rob Cahill at 610-437-5650.
Wells Fargo & Company is an Affirmative Action and Equal Employment Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.