THERE FOR THE NEXT STEPS
THERE FOR THE JOURNEY

We are your trusted partner through the complete business cycle.

Whether you are looking to grow your business, break away or prepare for your legacy — we are here for you.

The Journey

Discovery logo

Discovery

We’re seeking advisors with a growth mindset who value outsourcing and whose core values align with ours.

Bootcamp logo

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 logo

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 logo

Trailhead

We'll meet you at the trailhead and start our journey on one of three paths: Breakaway, Growth or Legacy.

Rally Point logo

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 logo

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 logo

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.

We meet you where you are and take you where you want to go.
We are your trusted partner through the complete business life cycle journey.
THE JOURNEY
Discovery logo

DISCOVERY

We’re seeking advisors with a growth mindset who value outsourcing and whose core values align with ours.
Bootcamp logo

BOOTCAMP EVENT

We’re seeking advisors with a growth mindset who value outsourcing and whose core values align with ours.
Stargazing logo

STARGAZING

Together we discover the possibilities of our partnership and determine which services and products will promote the growth we look forward to achieving.
Trailhead logo

TRAILHEAD

We’ll start our journey on one of three paths: Breakaway, Growth or Legacy.
Rally Point logo

RALLY POINT

After you become a Sowell advisor partner, we rally to handle all the background tasks including compliance, technology, and operations management.
The Summit logo

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 logo

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.

Ready to BREAK AWAY?

We are there for when it’s time to be in business for yourself – not by yourself. We provide the freedom and flexibility you seek.

Ready for RESOURCES?

Our technology stack eliminates back-office burdens so you can focus on your clients. Our integrated solutions are customized for you — no one-size-fits-all bundles.

Ready to GROW?

We empower you to achieve your goals for growth. We have the experience, resources, capital,and connections to guide you to the next level.

Ready for a LEGACY?

Whether it’s time to retire now or 10 years from now, we help you develop a customized succession plan to realize your unique vision for the future.

Ready to BREAK AWAY

We are there for when it’s time to be in business for yourself – not by yourself. We provide the freedom and flexibility that advisors crave.

Ready for RESOURCES

Our technology stack eliminates back-office burdens so advisors can focus on clients. Our integrated solutions are built for every advisor to customize – no one size fits all bundles.

Ready to GROW

We empower advisers to achieve their goals for growth. We have the experience and resources to guide advisors to the next level.

Ready for a Legacy

Whether it’s time to retire now or 10 years from now, we help advisors develop a customized succession plan to discover and realize a unique vision of the future.
Step 1: plan

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.

Step 2: prepare
independence
Step 3: transition

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.

Step 4: ongoing support
Step 1: plan

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.

Step 2: prepare

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.

independence
Step 3: transition

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. 

Step 4: ongoing support

After your transition to independence is complete and your business is operational, we handle all the background tasks including compliance, technology, and operations management.

Contact us

Download the Journey Roadmap

Download the Journey Roadmap