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.
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.
We are your trusted partner through the complete business life cycle journey.
DISCOVERY
BOOTCAMP EVENT
STARGAZING
TRAILHEAD
RALLY POINT
THE SUMMIT
LEGACY
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
Ready for RESOURCES
Ready to GROW
Ready for a Legacy
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.
