Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Rare access to one of the top-of-the-food-chain leaders who discusses the direction of Wells, how it compares to its peers, the value to HNW and UHNW clients, a perspective on recruiting and the ideal advisor type, the future of the industry, and much more.

Episode metadata supplied by the publisher feed · Published Sep 14, 2023

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Wells Fargo’s Barry Sommers on Transforming the Wealth Management Experience

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