Inside CWA: A Multi-Generation OSJ
Anthony Conte offers Securities and advisory services through LPL Financial, Member FINRA/SIPC. The host of this video is not affiliated with LPL Financial or Conte Wealth Advisors.
Anthony Conte, MSFS, CEPA®, CFP® discusses CWAs multi-generational roots, from his grandfather starting in the 1950s to him joining the industry in 2004 after working as a writer and producer for CNN. He explains how his insurance foundation shapes holistic planning and helps him mentor other advisors, emphasizing clear communication without jargon. Tony outlines CWA's long-term focus on developing the next generation of advisors by building branch resources that reduce paperwork and increase time with clients. He details flexible affiliation options, including keeping an existing brand with in-house marketing support, joining the CWA brand for greater organizational depth, and choosing between 1099 independence or a W2 salaried track with bonuses and provided opportunities.
00:00 Welcome and Setup
00:50 Conte Wealth Origins
02:09 Insurance Edge
02:35 Next Generation Vision
04:04 Affiliation Options
05:20 Brand and Support
06:24 1099 and W2 Tracks
07:10 Contact and Wrap Up
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