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Learn more about our Due Diligence events

Success with Due Diligence

Due Diligence events provide experienced advisors who are considering Wells Fargo Advisors the opportunity to learn more about the firm – topics cover everything from technology solutions to marketing to details about transitioning your practice once you decide to join the firm.

Our engaging interactive formats will give you the ability to truly get a sense of what it would be like to run your practice with Wells Fargo Advisors. Want to know how we can help you successfully transition your clients? Or how we can help you plot out a course for personal and practice growth across our platform? Or what your earnings might look like at Wells Fargo Advisors? We tailor our events to cover your concerns and leave you feeling confident about joining our firm.

Upcoming events

View upcoming events below and click the Register button to secure your spot at the sessions of your choice:

  • 6/11/2024 Bank Branch Virtual Meeting
  • 7/9/2024 National Multi-Channel In-Person Meeting - San Francisco, CA
  • 7/16/2024 National Multi-Channel In-Person Meeting Chicago, IL
  • 7/17/2024 Diverse Advisor Virtual Meeting
  • 7/18/2024 National Multi-Channel Virtual Meeting
  • 7/24/2024 National Multi-Channel In-Person Meeting Charlotte, NC
  • 8/13/2024 Bank Branch Virtual Meeting
  • 8/20/2024 Diverse Advisor Virtual Meeting
  • 9/19/2024 National Multi-Channel Virtual Meeting
  • 10/8/2024 Bank Branch Virtual Meeting
  • 11/7/2024 National Multi-Channel Virtual Meeting

Build a relationship with our leaders

Due Diligence presents a great opportunity to start building long-term relationships with the leaders within the firm who will become your advocates and partners in growing your practice.

Leaders from across the firm will present on dozens of topics of interest for advisors considering a move to Wells Fargo Advisors.

You will have the ability to engage directly with senior leadership on areas such as:

  • Teaming and Succession Planning
  • Client Experience & Growth
  • Portfolio Management & Implementation
  • Professional Development & Coaching
  • Investment Planning
  • Products & Solutions
  • Transition Support
  • Marketing and Branding
  • High Net Worth Client Solutions
  • Compensation
  • Wells Fargo Advisors' Business Models

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.