Making the Move with Matt Wilson
I joined Cornerstone Wealth Management® in 2021 to build my practice independently without giving up the resources that help me grow. Making the move allowed me to take control of my business, elevate my clients’ experience and control my future. Watch the video below to learn why I made the leap and why I encourage other advisors to explore what’s possible. If you’re looking to increase your independence, expand your support and boost your payout, Cornerstone delivers the flexibility, resources and partnership to help you thrive.
Dare to Begin: Lessons in Entrepreneurship and Growth with Cornerstone Co-Founder Joe Keifer
In an episode of my podcast, Live Well, I sit down with Joe Keifer, managing partner and co-founder of Cornerstone Wealth Management, for an honest conversation about why he created Cornerstone.We explore what sets Cornerstone apart: a culture of collaboration, a client-first mindset, and a system of support that gives them more time at work and home.
The portion of the episode below shares how independence can be overwhelming on your own, but having the right partner can make the move and future growth straightforward. Watch the whole podcast to learn practical insights for advisors looking to build a thriving practice with a partner that puts them first.
If you want to learn more about what being independent looks like, let's talk.
You can reach me at matt.wilson1@lpl.com or at 574-307-6699.
What Does Being an Independent Advisor Mean to You and Your Clients?
Hear from Cornerstone advisors about how independence gives them the freedom to design their practice, serve clients on their terms and grow with confidence.
5 Signs You're Ready to Become an Independent advisor
Going independent might be closer than you think. These are the top signs you’re ready for private practice. With Cornerstone as your partner, it’s even easier to make the move.