Wells Fargo Asset Management

Elevate your value proposition in 2018: How elite advisors plan for success

December 13, 2017 | 2:00pm ET / 11:00am PT

PRESENTER:
Ron Cohen
Defined Contribution Manager
Wells Fargo Funds

MODERATOR:
David Armstrong
Editor-in-Chief
WealthManagement.com

In today’s fee-focused market, how should you distinguish yourself from your competition?

In this live webinar, we will highlight key findings from our recent The Science of Superior Service study and show you how a few action steps may help you finish 2017 strong and raise the bar in 2018.

Discussion points include:

• Key findings that illustrate where elite advisors excel when it comes to plan sponsor satisfaction

• How to finish 2017 strong by highlighting your value and staging your practice for success in 2018

• Standardized tools and templates to boost your value in the eyes of plan sponsors

Don't wait, register now! Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program.

 

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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. This material is being prepared 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. 307192 11-17

 

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