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Establish yourself as the advisor of choice for a niche client type.
Women and Wealth
Learn what women want from advisors and how to attract and retain women as clients.
Generational Wealth Transfer
Understand how to engage each generation to attract assets with lifetime value to your practice.
Get timely economic and market analysis, manager commentaries, research papers, and more.
Find fund research, quarterly commentaries, and performance attribution—plus client resources.
Understand how to engage each generation to retain assets with lifetime value to your practice.
Get charts to help clients embrace risk as an investment opportunity.
Call your regional director to explore how Essentials of Excellence can help grow your practice: 1-888-877-9275.
Call your regional director to explore how Essentials of Excellence can help you evaluate investments: 1-888-877-9275.
Call your regional director to explore how Essentials of Excellence can help you manage risk: 1-888-877-9275.
© 2018 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.