{"id":544573,"date":"2026-07-26T09:04:44","date_gmt":"2026-07-26T09:04:44","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/544573\/"},"modified":"2026-07-26T09:04:44","modified_gmt":"2026-07-26T09:04:44","slug":"when-values-no-longer-align-an-ex-wells-fargo-advisors-leap-to-independence","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/544573\/","title":{"rendered":"When Values No Longer Align: An Ex-Wells Fargo Advisor\u2019s Leap to Independence"},"content":{"rendered":"

There are plenty of stories about advisors going independent, but few are as honest, candid, or humble as this one.<\/p>\n

After more than 25 years at Wells Fargo, Brian Pultman<\/a> made the leap to independence\u2014not 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.<\/p>\n

However, in the process, Brian discovered something even more valuable: clarity. Clarity about the kind of business he wanted to build, the kind of leader he wanted to be, and what really mattered most to him as an advisor.<\/p>\n

In this episode, Brian shares his journey with Jason Diamond, including:<\/p>\n

The transition from wirehouse to independence\u2014and what it really takes to get from here to there.<\/p>\n

The process of starting over\u2014and why, after decades in the business, Brian was open to doing so.<\/p>\n

The things that really matter most\u2014and how that realization shaped his decision process.<\/p>\n

The power of leaning into education\u2014and what he found to be the most powerful resources.<\/p>\n

Building a billion-dollar firm\u2014and how his leap to independence fueled that growth.<\/p>\n

Related:The Diamond Podcast for Financial Advisors: A ‘How-To’ From Dan Sullivan and John Bowen<\/a><\/p>\n

It\u2019s a conversation about building in-house vs. outsourcing, about making intentional decisions, and about how every day in this business is a chance to get better\u2014both for your clients and yourself. And above all, it\u2019s a reminder that growth isn\u2019t just about numbers: it\u2019s about aligning your business with your values and creating something that reflects who you are.<\/p>\n

Want to learn more about where, why, and how advisors like you are moving? Click to contact<\/a> us or call 908-879-1002.<\/p>\n

Related Resources<\/p>\n

The Power of the Midyear Gut Check: A Playbook for Clarity and Momentum<\/a>
It\u2019s the perfect time for advisors to set up the second half of the year for success.<\/p>\n

Limitless Growth: Building the Business You Want and the Life to Match<\/a>
Stephanie Bogan, founder of Limitless Advisor, offers a glimpse into the advice and perspective she shares with advisors and business leaders in the wealth management world, focusing on mindset and methods, and their relationship to achieving one\u2019s best business life.<\/p>\n

Wealth Management Landscape At-A-Glance<\/a>
The wealth management industry offers more options than ever, making it challenging to identify and compare the various models. We created this \u201cat-a-glance\u201d continuum infographic\u2014to help you navigate the different models and understand how their features stack up.<\/p>\n

Related:The Diamond Podcast for Financial Advisors: Building Trust and Credibility in a $7B Multi-Family Office<\/a><\/p>\n

Brian I. Pultman
Founder & CEO<\/p>\n

As the founder of Correct Capital Wealth Management<\/a>, Brian has had the honor and privilege of being a trusted advisor to families, institutions, and corporations for over 30 years. Brian not only brings decades of experience and knowledge in wealth management but provides access to his vast network of relationships and resources to connect and help individuals succeed.<\/p>\n

\u201cI never take for granted the trust and friendship our valued clients extend to us \u2013 it\u2019s a privilege.\u201d<\/p>\n

Starting in 1993, Brian worked at A.G. Edwards, which later became Wells Fargo Advisors. He is a National \u201cTop 1200 Advisor\u201d (received in 2024) as ranked by Barron\u2019s Magazine, and is ranked as a Small Business Monthly \u201cBest Wealth Managers in St. Louis\u201d (received in 2024). When working with clients, Brian strives to serve as his clients\u2019 advocate by focusing on their individual goals and objectives and making recommendations accordingly.<\/p>\n

Outside of Correct Capital, Brian is called upon for leadership and is passionate about giving back in the St. Louis community. He is an Executive Board member of the St. Louis Men\u2019s Group Against Cancer and Executive Board Member of the Jewish Community Center. He is consistently recognized as a supporter of Pedal the Cause, Multiple Sclerosis Society, and is a member of the Eagle Scout Association.<\/p>\n

Related:The Diamond Podcast for Financial Advisors: Leadership Lessons from the Battlefield to the Firm<\/a><\/p>\n

Around St. Louis, you might find Brian running or biking in Forest Park, or taking morning swims at the J. He enjoys competing in triathlons and traveling \u2013 his favorite memory is climbing Machu Picchu with his family in Peru.<\/p>\n

Brian is a lifetime resident of St. Louis and lives with his wife Mindy, in Clayton. Their daughter, Sydney, and son, Sam, are professionals in Chicago.<\/p>\n

Brian earned his B.S. in Business Administration from University of Missouri-Columbia. As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER\u2122 certification. To earn the CFP\u00ae designation, Brian had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Brian also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.<\/p>\n

Download a transcript of this episode<\/a><\/p>\n

Listen to more episodes of The Diamond Podcast for Financial Advisors: Insights on Transitions, Independence and Advisor Growth<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"There are plenty of stories about advisors going independent, but few are as honest, candid, or humble as…\n","protected":false},"author":2,"featured_media":544574,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[138,246,111,139,69,244,245],"class_list":["post-544573","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-new-zealand","tag-newzealand","tag-nz","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/544573","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=544573"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/544573\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/544574"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=544573"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=544573"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=544573"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}