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Bringing a Planning Mindset to High Net Worth Clients
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.
Topics Discussed
- Puya Lavian's tax and finance law background informs his work managing wealth for high net worth families.
- The firm's strategic shift successfully prioritized client-centric and advisor-enabling infrastructure.
- Advising ultra-high net worth clients requires personalized service emphasizing generational planning and clear communication.
- Lavian advises basing growth decisions on ecosystems that provide tools for clients' complex needs.
Learning Materials
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Level up your practice.
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Solutions for every career stage.
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Why asset allocation matters.
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.
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