Josh Paddock and Clark Smith from the Provista Team to discuss their business changing experience from Wells Fargo to launching the independent financial advisory practice of their dreams.

Key Highlights:

• Transitioning from Wells Fargo with $600 million in assets
• Why they chose Supported Independence with Kestra
• Challenges and opportunities leaving the bank
• Wildly improved client service and financial planning capabilities
• Surprisingly significant increase in client referrals
• Authentic insights into building a successful independent practice
  
  

More:

• How they right-sized their client book
• Implemented advanced financial planning tools
• Created a more personalized client experience
• Increased their AUM
• Built a culture of comprehensive financial advice

I hope this conversation is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk. 

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