Engage with our team of senior leaders within Wealth & Investment Management whose mission is to increase diverse representation throughout the organization in general, and in the ranks of leadership in particular.
Come together with your African American peers for these half-day events focused on specific markets where you can swap business development concepts, share best practices, and build out your regional community.
Stay up to date on what’s happening in the organization. Specifically addressing the experiences of African American advisors, these calls focus on business development, marketing opportunities, and practice management.
Find like-minded advisors interested in teaming on joint-business opportunities. A dedicated team to support the process is available for one-on-one or group consultations that can help accelerate career growth, expand your field of knowledge, and provide a better experience for your clients.
For retiring advisors who wish to transition their practice to a new advisor, our Summit Succession program offers options to do so, including the opportunity for financing for younger advisors to acquire the books of colleagues, while retiring advisors can receive bonuses for entering the Summit program.
Provide in-depth guidance and deepen your relationship with your clients by accessing expertise across critical areas, including advice and planning, investment solutions, banking, lending, and trust services.
Choose to serve your clients in the way that may maximize both your potential and theirs. From a traditional advisor model or team approach to working out of a branch or having a more independent practice, you do what’s right for you. It’s your career, so it’s your choice.
With access to lines of business across the Wells Fargo Bank, N.A., advisors can identify opportunities to serve clients with more complex needs and leverage the available resources to provide those clients with comprehensive solutions.
Created for advisors looking to expand their credentials to a highly specialized service area, our Sports & Entertainment certification — only one of two offered by a large financial institution — qualifies you to provide a premier experience few others can and enhances your ability to acquire new clients in this hyper-focused field.
