EVENT
|
DATE
|
LOCATION
|
ATTENDEES
|
TAKE AWAYS
|
| Barron’s Teams Summit |
May 27–29, 2022 |
Nashville, TN |
Tay Jacoby-Fries, Financial Advisor |
An invitation-only event focused on improving interpersonal dynamics and sharing innovations in wealth management. Key topics included: practiced management consulting; maximizing team performance to better serve our clients; the future of retirement planning; and digital assets. |
| Study Group |
December 5-8, 2019 |
Phoenix, AZ |
Andrew Anderson |
Best practices; next phase of life planning. |
| Wells Fargo Advisors Premier Advisor Higher Education Conference |
August 11-15, 2019 |
Bachelor Gulch, CO |
Andrew Anderson |
Invitation only event for select advisors at Wells Fargo Advisors. Small group presentations by top management as well as one-on-one discussions with various department heads within Wells Fargo Advisors. |
| Wells Fargo Advisors Pinnacle Conference |
June 3-5, 2019 |
Scottsdale, AZ |
Andrew Anderson |
Wells Fargo Advisors invitation only event for the top 250 advisors nationwide. Conference was focused around themes of "Acquire. Advise. Serve." Discussions with key Wells Fargo and other industry leading experts in the financial services industry. Key topics included: strengthening relationship with women clients; maximizing productivity; and championing person connections. |
| Study Group |
May 14 -17, 2019 |
Billings, MT |
Andrew Anderson |
Best practices; team building within groups; developing and adding new advisors to teams. |
| Barron’s Teams Summit |
Feb 4-6, 2019 |
Las Vegas, NV |
Andrew Anderson |
An invitation-only event focused on improving interpersonal dynamics and sharing innovations in wealth management. Key topics included: practiced management consulting; maximizing team performance to better serve our clients; how to better serve an aging population; and serving the next generation of investors. |
| Study Group |
Nov 29-Dec 2, 2018 |
Minneapolis, MN |
Andrew Anderson |
Best practices; helping the next generation of our clients. |
| Wells Fargo Client Experience Symposium |
Mar 19-22, 2018 |
St. Louis, MO |
Andrew Anderson |
Highly interactive conference focused practice management through peer to peer interaction. Key topics discussed were focused on the elevation of client experiences using new tools and technology. |
| Wells Fargo Advisors Pinnacle Conference |
May 31-Jun 2, 2017 |
Salt Lake City, UT |
Andrew Anderson |
Discussions with Wells Fargo corporate leaders; current economic thinking from Darrell Cronk, President, Wells Fargo Investment Institute; Chief Investment Officer, Wealth and Investment Management, information from Massachusetts Institute of Technology (MIT) Age Labs; helping clients navigate death. |
| Wells Fargo DELTA Graduates Conference |
Apr 23-24, 2017 |
St. Louis, MO |
Andrew Anderson |
Business marketing; visiting key home office contacts to build internal relationships |
| Study Group |
Apr 5-7, 2017 |
Denver, CO |
Andrew Anderson |
Best practices; developing next phase of life planning for our clients. |
| Long-Term Care Insurance |
Nov 17, 2016 |
Portland, OR |
Andrew Anderson |
Oregon and reciprocal states training for long-term care insurance. |
| Study Group |
Nov 9-11, 2016 |
Columbia, SC |
Andrew Anderson |
2016 in review; 2017 planning in marking and practice management; and Department of Labor impacts on the financial services industry. |
| Wells Fargo DELTA Program |
Feb-Jul 2016 |
|
Andrew Anderson |
Intensive coaching and consulting process to strengthen best client practices. |
| Wells Fargo Continuing Education |
Ongoing annually |
|
Andrew Anderson |
Risk management, ethics, anti-bribery and corruption |