A conversation with Jennifer Garcia: I never cold-call

In this episode, Jennifer Garcia (Private Wealth Advisor and Managing Director of the Garcia Private Wealth Group at Wells Fargo) joins Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson to discuss her unique approach to multi-generational wealth management, what it means to lead one of the few all-women teams in financial services and how she prospects for clients.“So, I have never cold called ever. To me, the goal was to connect with bankers so that they saw my value and then they would bring clients to me. And how could I nurture that relationship? So, that's really how I built my whole practice and still to this day, all the clients I have are from referral sources.”–Jennifer Garcia Have a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights