Speakers
Ross Bauer
Founder, Executive Chairman; Merritt Point
Shannon Rosic
Director of WealthStack Content and Solutions; Wealth Management
Now Playing
Building a Modern Experience for Advisors
(Sponsored Content) How Merritt Point Wealth Advisors offers advisors highly supported independence.
Resources
Wells Fargo Advisors
With a variety of business model options including independence, and comprehensive practice support in the form of an advanced technology platform, a robust wealth management suite, teaming opportunities, succession programs, and more, Wells Fargo Advisors can offer a business structure no matter how your goals and needs evolve.