Discovery
We’re seeking advisors with a growth mindset who value outsourcing and whose core values align with ours.
Bootcamp
This virtual or in-person event is a high-level overview of all of Sowell's products and services. Advisors meet team members from each department to begin building relationships focused on advisor success.
Stargazing
Together we discover the possibilities of our partnership and determine which services and products will promote the growth we look forward to achieving together.
Trailhead
We'll meet you at the trailhead and start our journey on one of three paths: Breakaway, Growth or Legacy.
Rally Point
After you become a Sowell advisor partner, we rally to handle all the background tasks including billing, operations management, technology and compliance.
The Summit
The summit means something different for each individual advisor with unique peaks along the way. When one goal is accomplished, we help guide you to the next summit point.
Legacy
We draw a blueprint for a legacy on your terms. We have a process that engages all legacy options: continuity, contingency, succession, and mergers and acquisitions.
While you retain control over the decision-making process, our team planning approach ensures that you make the right moves at the right time. Important details like compliance, legal documentation, custodial engagement and re-papering accounts are handled by our team of experts.
Once we’ve outlined a clear plan for your new business, Sowell assumes the role of executing it. We prepare and process all of the transition-related paperwork.
Our advisor support team walks you through the transition process step-by-step. From team introductions to onboarding, training and account processing, we assist with all administrative tasks so you can focus on servicing your clients.
After your transition to independence is complete and your business is operational, we handle all the background tasks including billing, operations management, technology and compliance.
While you retain control over the decision-making process, our team planning approach ensures that you make the right moves at the right time. Important details like compliance, legal documentation, custodial engagement and re-papering accounts are handled by our team of experts.
Once we’ve outlined a clear plan for your new business, Sowell assumes the role of executing it. We prepare and process all the transition-related paperwork.
Our advisor support team walks you through the transition process step-by-step. From team introductions to onboarding training and account processing, we assist with all administrative tasks so you can focus on servicing your clients.
After your transition to independence is complete and your business is operational, we handle all the background tasks including compliance, technology, and operations management.