Why I Left the Wirehouse After 40 Years
Recording from the Steward Symposium, host Ryan Nauman welcomes wealth manager Alicia Fuller to discuss choosing a business structure in wealth management and why she moved from a full-service wirehouse after 40 years to a W-2 role at Steward Partners. Fuller explains she wanted more freedom to serve clients and build her brand without the operational burdens of full independence, and describes how Steward’s culture, collaboration, and support expanded what her team could do in marketing, events, reporting, and client communication. She shares how the transition was smooth for clients…
The skinny
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