Episode notes
In this episode of the Think Small Podcast, Bill Sowell, founder and Chief Strategy Officer of Sowell Management, shares how a career-defining decision to convert his personal financial practice to a fee-only model in 1995 set him decades ahead of an industry-wide shift that is still accelerating today. Based in Little Rock, Arkansas, Sowell Management has grown into a nearly $7 billion registered investment advisory firm built entirely on organic growth, serving fiercely independent financial advisors with a full suite of back-office, compliance, portfolio management, and business development support. Bill discusses how the firm's deeply consultative approach, treating every advisor relationship as unique as a fingerprint, has allowed Sowell to differentiate itself from competitors who force advisors into a rigid box, and how a landmark partners ...