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Resources
From transition logistics to industry trends, this is where we share what we've learned from helping advisors build practices that are truly their own — including the questions most advisors wish they'd asked sooner.
Inside CWA: A Multi-Generation OSJ
Anthony Conte, MSFS, CEPA®, CFP®, shares how Conte Wealth Advisors grew from his grandfather's practice in the 1950s into a firm focused on developing the next generation of advisors, and walks through the flexible affiliation options available to advisors considering a move.
Kelsea Oravic
Sep 231 min read
You Shouldn't Have to Do It All: What Real Client Service Support Looks Like
Advisors shouldn't have to chase paperwork alone. See how Conte Wealth Advisors' Client Service Team handles the back-office work so advisors can focus on clients.
Melanie Morales
Aug 214 min read
What Is an Affiliate Advisor? How to Get Independence Without Losing Your Identity
Curious what an affiliate advisor is? Learn how tuck-in advisors keep their brand and book while gaining OSJ support. Talk to Conte Wealth Advisors today.
Anthony Conte, MSFS, CEPA®, CFP®
Aug 115 min read
What Is an Independent Financial Advisor? (And Is It Right for You?)
Explore what it means to be an independent financial advisor — the benefits, trade-offs, and how Conte Wealth Advisors supports a seamless transition.
Anthony Conte, MSFS, CEPA®, CFP®
Aug 104 min read
Your Tech Stack Is Either Growing Your Practice or Quietly Holding It Back
A practical, no-jargon guide to the six technology categories every financial advisory practice needs — and how to choose the right tools.
Melanie Morales
Aug 104 min read
What Is an Ensemble Advisor? A Guide to This Affiliation Model
What is an ensemble advisor? A clear guide to this W-2 affiliation model—the independence of your own practice, backed by real support.
Anthony Conte, MSFS, CEPA®, CFP®
Aug 65 min read
How to Talk to Clients About a Firm Transition (Without Losing Their Trust)
Thinking about a firm transition? Learn how financial advisors can talk to clients about switching firms without losing their trust.
Conte Wealth Advisors
Aug 55 min read
Stop Doing Your Own Marketing: Why the Best Financial Advisors Have a Team Behind Them
Financial advisors: struggling to keep up with marketing on your own? See how real marketing support — from social media to compliance-ready campaigns — helps you grow faster.
Kelsea Oravic
Aug 54 min read
Thinking About Leaving Your Wirehouse? Here's the Financial Advisor Transition Guide Nobody Handed You
Thinking about leaving your wirehouse? This financial advisor transition guide breaks down the W2, independent, and affiliate paths — and how to move without losing clients.
Conte Wealth Advisors
Aug 56 min read
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