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Finding the Right Partner for an Evolving Practice
(Sponsored Content) For advisors looking to evolve their practices, it’s important to partner with a firm that has the right resources available to support their client needs. Wells Fargo Advisors offers full career lifecycle support for top performing advisors looking to accelerate their growth.
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Speakers
Victor Sobers, SE-AWMA™
Senior Vice President – Investments at Wells Fargo Advisors
Victor helps busy entrepreneurs, business owners, and wealthy families make informed financial decisions so they can spend more time focusing on what’s most important to them. He uses a comprehensive process to help clients make smart decisions about their money, care for their heirs and assets, and magnify charitable gifts.
Shannon Rosic
Director of Wealthstack Content and Solutions, Informa Connect
Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.
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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