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3 Tips for a Successful Outsourcing Relationship

There are several obvious benefits to outsourcing. Whether you need technology solutions or support, investment management or financial planning solutions, compliance or marketing, outsourcing can help free up your time so you can focus on helping your clients’ meet their needs and achieve their goals. Understanding and managing the outsourcing relationship is critical. Here are […]

5 Myths About Becoming an Independent Financial Advisor

Myths vs. Facts

There are a lot of misconceptions about becoming an Independent Financial Advisor. For those financial advisors considering independence, we know change can be scary and uncertain. You may be asking these questions: Will my clients follow me? Will my income be as good as it is now? How will I handle all the paperwork and […]

RIA Sowell Management’s End-to-end Tech Solution Innovating the Way Financial Advisors Do Business

Teamwork

One of the primary objectives of Sowell Management, a privately held Registered Investment Advisor that serves financial advisors nationwide, is to lead the charge in delivering innovative solutions that foster growth and scale faster. The company is doing just that with the recent launch of FLEX Connect, its end-to-end technology solution that empowers financial advisors through every stage of the wealth management life cycle.

Sowell Management, an RIA based in Arkansas, recently launched FLEX Connect, an end-to-end technology solution for its financial advisor partners. The project has been in the works for almost two years and is being well received by its clients

Sowell Management Grows Organically, Ahead of RIA Curve

Teamwork

The writing is on the wall for Registered Investment Advisors (RIAs) that aim to sustain the growth they have experienced in recent years. For most RIAs the majority of recent growth has come from market appreciation and accelerating merger and acquisition (M&A) activities, not the true organic growth from new client acquisition. But the recent slowdown in M&A growth has firms turning back to the basics and focusing on organic growth, according to David DeVoe, an RIA growth consultant.

Sowell Management Shares How RIAs Can Grow Organically

Earlier this year, I had the privilege to attend David DeVoe’s “Elevate” conference in Nashville. As the chief revenue officer for a nationwide RIA focused on growth, I consider David a dynamic thought leader in our space. Barron’s has called him “the M&A guru,” so when he gave the keynote address, I was listening.  His […]

College Bound & Covered: Essential Estate Planning Docs for Students

As a financial advisor, you play a vital role in guiding your clients toward a secure and prosperous financial future. While you’re likely already offering a comprehensive range of financial services, have you considered the significant advantages of including estate planning in your offerings? Estate planning is a crucial component that complements your financial strategies […]

5 Myths About Becoming an Independent Financial Advisor

There are a lot of misconceptions about becoming an Independent Financial Advisor. For those financial advisors considering independence, we know change can be scary and uncertain. You may be asking these questions: Will my clients follow me? Will my income be as good as it is now? How will I handle all the paperwork and back-office operations? What about all those complex compliance rules and regulations?

Executive Q&A: CEO Bill Sowell on Expanding into NWA

Bill Sowell

With 50-plus branch offices all across the country and being based in Arkansas, it only made sense that we would expand our efforts into northwest Arkansas with a physical presence. We would not have opened an office in northwest Arkansas without an anchor. Fortunately, that opportunity came through acquiring Sector Grid Advisors, who were affiliated with Raymond James in Rogers. The advisers, Bob Taylor and Tonya McKaughan, were a perfect fit for us in every way — their size, which was around $120 million, and focus on client service, along with being a great cultural fit and just basically being really good people. … Our projections have us topping $200 million in four years, and I wouldn’t be surprised if we hit that much quicker.

Sign up for the Sowell Sponsored Golf Event at TPC Four Seasons Golf & Sports Club

Limited space is available. Tee time is Friday, April 22 at 2 pm. Remember to book your hotel and air travel accordingly. Sowell will cover the cost to rent resort clubs, if needed.

Download the Journey Roadmap

Download the Journey Roadmap

Sign up for the
Sowell Summit Event

(Please be sure to click the link on the web page to book your room)

Thank you for registering!

You should receive a confirmation email shortly. Don’t forget to reserve your room through the unique Sowell hotel reservation page. You can extend your stay at the Sowell Summit reduced room rate.