Learn more about our Due Diligence events

Learn more about how we can help you level up your practice at an in-person Due Diligence meeting. Our upcoming in-person events on June 5th and October 15th at Hudson Yards includes the opportunity to hear directly from our leaders on topics including:

• our executive leadership transformation
  our focus on providing financial advisors with access to experts & leaders across our platforms
• how we meet your practice and client needs through access to robust banking, lending, and trust offerings through Wells Fargo affiliates
• your ability to leverage our advice and planning services for your clients
• our highly competitive compensation model
• opportunities for independence for your practice, whether you want to take advantage of it now or in the future

And more. If you're interested in attending this event, use the register buttons on this page to submit your contact information for a follow-up.

Due Diligence events provide experienced advisors who are considering Wells Fargo Advisors the opportunity to learn more about the firm – topics cover everything from technology solutions to marketing to details about transitioning your practice once you decide to join the firm.

Our engaging interactive formats will give you the ability to truly get a sense of what it would be like to run your practice with Wells Fargo Advisors. Want to know how we can help you successfully transition your clients? Or how we can help you plot out a course for personal and practice growth across our platform? Or what your earnings might look like at Wells Fargo Advisors? We tailor our events to cover your concerns and leave you feeling confident about joining our firm.

View upcoming events below and click the Register button to secure your spot at the sessions of your choice:

• 4/9/2025     In-Person National at Hudson Yards
• 5/1/2025     In-Person Southeast Division Meeting in Miami
• 5/13/2025   In-Person Central Division Meeting in Chicago
• 5/6/2025     In-Person Western Division Meeting in Newport Beach
• 6/5/2025     Virtual CEO Barry Sommers Fireside
• 6/10/2025   Virtual National Multi-Channel
• 6/17/2025    In-Person Northeast Division Meeting in DC
• 6/24/2025    Virtual National Independent
• 6/26/2025    Virtual National Bank Branch
• 8/14/2025    Virtual National Multi-Channel
• 8/19/2025    Virtual National Independent
• 8/21/2025    Virtual National Bank Branch
• 9/18/2025    In-Person Southeast Division Meeting in Atlanta
• 9/25/2025    In-Person Central Division Meeting in Dallas
• 10/16/2025  In-Person National at Hudson Yards

Due Diligence presents a great opportunity to start building long-term relationships with the leaders within the firm who will become your advocates and partners in growing your practice.

Leaders from across the firm will present on dozens of topics of interest for advisors considering a move to Wells Fargo Advisors.

You will have the ability to engage directly with senior leadership on areas such as:

• Teaming and Succession Planning
• Client Experience & Growth
• Portfolio Management & Implementation
• Professional Development & Coaching
• Investment Planning
• Products & Solutions
• Transition Support
• Marketing and Branding
• High Net Worth Client Solutions
• Compensation
• Wells Fargo Advisors' Business Models

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.