"We understand the complexities of starting a new practice. The turnkey solution in our new San Jose office equips financial professionals with ongoing administrative, operational and technical support while offering the higher payout percentages that are available at independent firms," said Don Bizub, president of WIS.
"Starting a new practice can be a huge undertaking. We understand the many complexities involved and are fully equipped to provide a seamless transition experience and ongoing administrative, operational and technical support to the individuals who partner with us," said Don Bizub, President of WIS. "We exist to delight financial professionals. Every day, our focus is to deliver full-service support so they can focus on delivering customized, non-proprietary solutions to their clients."