Wells Fargo Advisors

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Broker/Dealers: 1,000 Advisors or more (Practice Management, Social Media)”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”13030″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]With $1.6 trillion in client assets as of March 31, 2017, Wells Fargo Advisors provides investment advice and guidance to clients through 14,657 full-service financial advisors and 4,093 licensed bankers. This vast network of advisors, one of the nation ’ s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services LLC and Wells F argo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non -bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services , LLC, (including its predecessor firms) and Wells Fargo Advisors Financial Network, LLC, as of March 31, 2017. www.wellsfargoadvisors.com [/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_tta_tour controls_size=”md” active_section=”1″][vc_tta_section title=”Broker/Dealers: 1,000 Advisors or more (Practice Management)” tab_id=”1506968850996-209d58ba-ec3f”][vc_cta h2=””]

Digital Strategy Best Practice Course

From Amazon to Instacart, brands are reshaping client service expectations. Digital Darwinism has spread to financial services, and those who don’t keep up chance getting left behind. W hat makes the modern advisor succeed is the ability to evolve her practice in this new space, from the way she prepares for a client meeting to the channels she uses to share thought leadership. Advisors can no longer get by with just having a website and a LinkedIn profile; they need to know how to leverage these platforms for content publishing and distribution, as well as how to effectively communicate 1-on-1.

Seeing this need and recognizing the appetite for more guidance, Wells Fargo Advisors developed a five-module practice management program on Social Media in partnership with Delta/Gateway, an existing W FA coaching platform. The program was designed as a combination of pre-reads, homework assignments and 50-minute coaching sessions, and was delivered initially as a pilot over the first quarter of 2017, and is now being rolled out as a program. It begins with an in-depth diagnosis of the advisor’s current strategy, which led to the identification of key marketing priorities. Any activity in the following weeks then connected directly to those priorities, in the interest of showing advisors the value of targeted efforts for maximum efficiency. It wasn’t as simple as preaching the gospel of social media and expecting fireworks; we had to empower advisors to leverage the marketing tools and programs they already knew to take offline practice management strategies online in order to create a true social selling program. 92% of advisors going through the program rated it as extremely valuable (67%) or valuable (25%).[/vc_cta][/vc_tta_section][vc_tta_section title=”Broker Dealers – 1000+ – Wells Fargo Advisors – Technology – “Client Dashboard”” tab_id=”1509119575695-31cf6836-2c8f”][vc_cta h2=””]When clients call, financial advisors have multiple avenue s for obtaining the information they need to answer questions. But getting that information quickly and easily, while engaged with a client, can be a daunting task. In June 2016, Wells Fargo Advisors deployed an integrated desktop and mobile Client Relationship Management system to all of its financial advisors, providing a convenient way to view and share information with clients as they manage their long-term goals and investment plans. The result of months of research and pilot feedback, Client Dashboard was developed with a ”best of ” approach, asking “ When the phone rings, what info do I need to answer my client ’ s most pressing questions in an efficient manner.”

Leveraging advanced technology to help advisors serve clients, Client Dashboard integrates information from 37 different sources into one intuitive screen, providing a complete view of a client ’ s household with detailed account information, investment plan performance, and opportunities to help advisors enhance their relation ship. Equipped with advanced search and filtering functions, notes and documentation features and secure email capabilities, Client Dashboard serves as a starting point for advisors looking to save time, identify information, opportunities and take action while managing risk.

Employing an advanced data architecture and infrastructure strategy, the platform is also compatible with applications from across Wells Fargo ’ s multiple business lines, promoting collaboration and data integration with partners. Th is new data infrastructure reduces dependence on outside vendors and enables the development of new applications and infrastructure going forward.[/vc_cta][/vc_tta_section][vc_tta_section title=”Wells Fargo Advisors won for BD 1000+ Social Media, with the initiative of Next Generation Advisor Social Media” tab_id=”1509119634450-fd42ffe2-9aa3″][vc_cta h2=””]Wells Fargo Advisors has been focused on evolving the digital and social media platforms and programs that help our advisors better serve and communicate with their clients and prospects. As part of that effort, we have been looking for new and different tools that will help the next generation of advisors meet the evolving digital and social needs of their clients. One such tool is LinkedIn Sales Navigator, a premium product in the LinkedIn arsenal of platforms. In 2016, we launched a program aimed at incorporating Sales Navigator as well as social media training and coaching into our next generation advisor program. By providing next-gen advisors access to Sales Navigator and training them on best practices, we gave them a better way to prospect, listen for opportunities, share the right content at the right time, and understand more about their clients and potential clients through social media. We initially rolled this out to 60 advisors for 6 months and as a result we saw a reported 205 conversations with potential clients, 123 conversations with potential referral sources and 19 new clients acquired as a result. When we surveyed the advisors, 49% said they found a new opportunity, 57% had a conversation with a potential client, 53% said they discovered client insights not found elsewhere and 74% reconnected with an existing client through the tool. Based on the success of the initial launch, we have received approval to include social media and Sales Navigator as an ongoing part of next generation advisor onboarding. By providing tools like this to our next generation of advisors, we are preparing them to serve the next generation of clients.[/vc_cta][/vc_tta_section][/vc_tta_tour][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Broker/Dealers: 1,000 Advisors or more (Practice Management)

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Chris Diskin
VP, Digital Marketing and Social Media[/vc_column_text][vc_raw_html]JTNDYSUyMGNsYXNzJTNEJTIyYnRuJTIwYnRuLWJsb2NrJTIwYnRuLXNtJTIwYnRuLXByaW1hcnklMjIlMjBzdHlsZSUzRCUyMm1hcmdpbi1ib3R0b20lM0ElMjAxNXB4JTNCJTIyJTIwaHJlZiUzRCUyMmh0dHBzJTNBJTJGJTJGd3d3LndlbGxzZmFyZ29hZHZpc29ycy5jb20lMkYlMjIlMjB0YXJnZXQlM0QlMjJfYmxhbmslMjIlM0VWaXNpdCUyMFdlYnNpdGUlM0MlMkZhJTNF[/vc_raw_html][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”17125″ img_size=”full” style=”vc_box_shadow_border”][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Browse All Finalists” title_align=”separator_align_left”][vc_tta_tour style=”modern” shape=”square” alignment=”center” active_section=”1″][vc_tta_section title=”A-C” tab_id=”1501529467684-1f0261dd-0bb8″][vc_column_text]

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