Podcast Episode Details

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.

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.

In this episode, Brian shares his journey with Jason Diamond, including:

• The transition from wirehouse to independence—and what it really takes to get from here to there.
• The process of starting over—and why, after decades in the business, Brian was open to doing so.
• The things that really matter most—and how that realization shaped his decision process.
• The power of leaning into education—and what he found to be the most powerful resources.
• Building a billion-dollar firm—and how his leap to independence fueled that growth.

It’s 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—both for your clients and yourself. And above all, it’s a reminder that growth isn’t just about numbers: it’s about aligning your business with your values and creating something that reflects who you are.

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