Speakers
Pouya Lavian
Managing Director - Investments, Wells Fargo Advisors
Shannon Rosic
Director of WealthStack Content and Solutions, Informa Connect
Now Playing
Bringing a Planning Mindset to High Net Worth Clients
(Sponsored Content) Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.
Resources
Wells Fargo Advisors
With a variety of business model options including independence, and comprehensive practice support in the form of an advanced technology platform, a robust wealth management suite, teaming opportunities, succession programs, and more, Wells Fargo Advisors can offer a business structure no matter how your goals and needs evolve.
Now Playing
Bringing a Planning Mindset to High Net Worth Clients
