We wanted to remind everyone of important things to look into, and to look out for, as you do your client reviews of 2018 and look forward to 2019. A transcript is on our blog, AdvantageVoice®.

503: Benefits of having a holistic client review

Join Wells Fargo Asset Management industry experts as they discuss topics that are essential to the success of a financial advisory practice. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo&amp;Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo&amp;Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo&amp;Company provide subadvisory and other services for the funds. The funds are distributed by WELLS FARGO FUNDS DISTRIBUTOR, LLC, Member FINRA, an affiliate of Wells Fargo&amp;Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind&mdash;including a recommendation for any specific investment, strategy, or plan. &#xA9;2019 Wells Fargo Funds Management, LLC. All rights reserved. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
©2020. Wells Fargo Funds Management, LLC.

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Join Wells Fargo Asset Management industry experts as they discuss topics that are essential to the success of a financial advisory practice. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo&Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo&Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo&Company provide subadvisory and other services for the funds. The funds are distributed by WELLS FARGO FUNDS DISTRIBUTOR, LLC, Member FINRA, an affiliate of Wells Fargo&Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ©2019 Wells Fargo Funds Management, LLC. All rights reserved. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE ©2020. Wells Fargo Funds Management, LLC.

Join Wells Fargo Asset Management industry experts as they discuss topics that are essential to the success of a financial advisory practice. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo&amp;Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo&amp;Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo&amp;Company provide subadvisory and other services for the funds. The funds are distributed by WELLS FARGO FUNDS DISTRIBUTOR, LLC, Member FINRA, an affiliate of Wells Fargo&amp;Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. ©2019 Wells Fargo Funds Management, LLC. All rights reserved. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
©2020. Wells Fargo Funds Management, LLC.

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503: Benefits of having a holistic client review

503: Benefits of having a holistic client review