When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

Episode notes

With Brian Pultman - Founder and CEO, Correct Capital Wealth Management Overview Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… There are plenty of stories about advisors going independent, but few are as honest, candid, or humble as this one. After more than 25 years at Wells Fargo, Brian Pultman made the leap to independence - not because he was chasing a big check or a headline deal, but because he knew his values no longer aligned with the firm. What followed was anything but easy. Like many founders, Brian faced a rocky transition, long hours, tough decisions, and moments of real uncertainty.

• Build, Grow & Transact: Americana’s $12B Path from Breakaway to Enterprise56 / 100
• From “Overservicing” Clients to Building a $1B RIA: A Merrill Breakaway Story46 / 100
• Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen54 / 100
• True Alignment: Advising Business Owners on Wealth, Significance, and Value
• The Advisor Transition Playbook: Inside Baseball on Due Diligence, the Move, and Everything In Between - Best of Replay