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The Power of Teaming
(Sponsored Content) Wells Fargo Advisors can offer unique benefits, well-defined team agreements, and a dedicated support structure for advisors who choose to work together as a team. If you like the idea of pooling resources and expertise as an approach to boosting client service and growth, or are preparing to transition out of the industry, our teaming program may be an option worth considering.
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Speakers
Jenny Anderson
Director of Advisor and Leader Development at Wells Fargo Advisors
Jenny leads a group dedicated to helping Financial Advisors (FAs) and Field Leaders through the full lifecycle of their career. Her responsibilities include programs that develop the next generation talent at the firm, support the professional development of teams, contribute to the growth of advisor’s business through practice management offerings and assist advisors with their retirement plan.
Robert Vingi
Partner at Roseate Group of Wells Fargo Advisors
Robert is a partner at Roseate Group of Wells Fargo Advisors in Charleston, SC. An experienced advisor, Robert has been with Wells Fargo Advisors and its predecessors for more than three decades. Serving high-net-worth families, retirees, and entrepreneurs, his 11-person team provides a detailed, holistic approach to investment planning.
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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