BD Breakdown

Wells Fargo Advisors

Fall down 6 times, get up 7…that seems to be the mantra from Wells Fargo Advisors at this point. 

Our recent talk with Kimberly Ta, Head of FA Integration and Growth, was filled with good news.  Yes, bad stuff happened, but its in the rearview. They’ve cleaned up their house and are now a viable solution for many advisors looking for a supportive, and potentially lucrative place to land.

  • Nice midwest back office, hard-working, smart
  • Technology is pretty good, they understand the importance to advisors and clients
  • Multiple channels – Branch W-2, and FINET like Independent
  • Profit Formula Hybrid
  • Can switch channels
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Financial Advisors

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Typical transition package

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Assets Under Management (AUM)

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GDC Sweet Spot

Wells Fargo Advisors

3xEquity Insights

Opportunity Score

Thick skin is a must here but boy oh boy could the payoff be big.  Right now WFA is overpaying to help advisors over the hump of recent PR and customer confidence missteps (almost exclusively on the banking side of their house, but if you are going to leverage the Wells Fargo name you get the whole enchilada or nothing at all).

Solid management in place, tons of history, and enough capital to power through the biggest of messes, Wells Fargo will be around for a long time and may just be the right choice for you.

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