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If the latest headlines in AdvisorHub are proof, Wells Fargo Advisors has punched their way back and are primed for a resurgence. In this episode 3xEquity's Founder & CEO Jeff Crosby interviews Kimberly Ta, Head of Financial Advisor Integration & Growth at Wells Fargo Advisors.
Over a wide range of topics, it becomes clear that Wells Fargo Advisors has cleaned house, put in the work, and stepped up to be there for advisors and clients in ways that address the challenges of the past and opportunities for the future.
For advisors curious about switching to a new broker-dealer, watching this episode will give a clear starting point for discussions with WFA.
If the latest headlines in AdvisorHub are proof, Wells Fargo Advisors has punched their way back and are primed for a resurgence. In this episode 3xEquity's Founder & CEO Jeff Crosby interviews Kimberly Ta, Head of Financial Advisor Integration & Growth at Wells Fargo Advisors.
Over a wide range of topics, it becomes clear that Wells Fargo Advisors has cleaned house, put in the work, and stepped up to be there for advisors and clients in ways that address the challenges of the past and opportunities for the future.
For advisors curious about switching to a new broker-dealer, watching this episode will give a clear starting point for discussions with WFA.
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