Mastering the CEO Mindset
Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry landscape. This transition is also spawning a rapid evolution in financial services from being a financial sales-driven activity into a diversified wealth management profession.
The Sowell Way— A Modern Turnkey Strategy for Independent Advisors
Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry landscape. This transition is also spawning a rapid evolution in financial services from being a financial sales-driven activity into a diversified wealth management profession.
Sowell Management Unveils Latest Strategic Move
“Our long-term roadmap has always included a comprehensive insurance platform,” said founder and CEO Bill Sowell. “This month that became a reality with the launch of Sowell Insurance Services, which includes access to life insurance, annuities, long-term care and disability insurance.”
Sowell Management Named Top Three Fee-Based RIA Firm in the Country
What is your secret to success?
It comes down to two key things: hiring the right people and creating a growth work culture.
Bill Sowell Named 2024 Influencer by AMP
What is your secret to success?
It comes down to two key things: hiring the right people and creating a growth work culture.
RIA Sowell Management’s Focus on Scalability Grows Financial Advisor Partners’ Firms the ‘Right Way’
Sowell Management understands that scaling the right way – by using resources efficiently without sacrificing performance – is the key to long-term growth.
Sowell Management Expands Planning Resources for Advisors
RIA Sowell Management’s End-to-end Tech Solution Innovating the Way Financial Advisors Do Business
Sowell Management Grows Organically, Ahead of RIA Curve
Executive Q&A: CEO Bill Sowell on Expanding into NWA
