Podcasts about wells fargo company

In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is focused on delivering the highest- quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company. As a member of the Global Investment Strategy Committee, Mark formulates and leads strategy and asset allocation guidance for alternative investments, including hedge strategies, private equity, private debt, and private real estate and infrastructure. He produces alternative investment research and market updates that deliver advice to help investors meet their long-term financial goals. Mark has more than 25 years of experience in financial services, including over 15 years in alternative investments. He earned a Bachelor of Science from St. Cloud State University. Mark has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Mark Steffen, CFA, CAIA | LinkedInSee what's next for the economy in our 2025 Outlook | Wells FargoFranklin Templeton Institute's 2025 Private Market OutlookAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Xtrackers Hosts Brad Wright and Chris Boyd are joined by John O'Connor and C. Allen Parker of JH Whitney Investment management who together with Xtrackers have created the “Geostrategic Risk Rating” system. John is CEO of JH Whitney and was previously Chairman of JP Morgan Alternative Asset Management. He's a Senior Fellow at USMA West Point, has served as a member of the US Department of Defense Business Board, a Civilian Aide to the Secretary of the Army for New York, and has received awards from the Secretary of Defense, the Air Force, and the Navy. Allen is President of JH Whitney and previously served as Interim CEO as well as General Counsel for Wells Fargo & Company. They discuss: -What a Global Geostrategic Risk Rating system means for companies -How this may affect our investments in these companies -How the US government is responding to these risks -Possible paths the US-China relationship could take Learn more about our current geopolitical landscape and the Xtrackers US Critical Technologies ETF (CRTC) that could potentially provide a solution for investors looking to mitigate these risks in their portfolios at www.Xtrackers.com For more information on JH Whitney, DWS the Geostrategic Risk Rating or CRTC  please contact Paul Berard, Xtrackers New England ETF Specialist @ paul.berard@dws.com , 203- 364-9426 or visit their website at Xtrackers US National Critical Technologies ETF| Xtrackers by DWS  

Today on The Neil Haley Show, Neil "The Media Giant" Haley and Kim Sorrelle will interview Kelley Cornish of TD Jakes Foundation.   Strong Corporate Support: Corporate America, including financial giants like Wells Fargo and Goldman Sachs, has invested multiyear, multimillion-dollar alliances in support of the impactful mission.Significant Growth in 2023: The T.D. Jakes Foundation has experienced substantial growth, quadrupling its team size in 2023 to position itself for further expansion.Global STEAM Impact: Hosted a groundbreaking STEAM Academy Hackathon with 386 student participants from 24 states and 10 countries, garnering global attention.STEAM Initiatives for Women and Girls: Chairman T.D. Jakes actively addresses gender inequalities, promoting STEAM opportunities for women and girls. The foundation encourages women to pursue STEAM fields, challenging prevailing statistics and promoting inclusivity.Ongoing Efforts: The T.D. Jakes Foundation continues to champion various initiatives for positive impact and societal betterment. Kelley Cornish is the President and CEO of the TD Jakes Foundation, a workforce development and community building foundation committed to building bridges to opportunity in the United States and around the world through corporate partnerships, workforce readiness, STEAM programming for our youth, and community and housing engagement. Prior to this role, she served as a senior executive and the Executive Vice President, Chief Administrative Officer for Diverse Segments, Representation, and Inclusion (DSRI) at Wells Fargo & Company where she was the primary liaison between DSRI and its various business lines and support partners.   

Wells Fargo & Company, Q3 2023 Earnings Call, Oct 13, 2023

Wells Fargo & Company, Q2 2023 Earnings Call, Jul 14, 2023

Wells Fargo & Company, Q4 2022 Earnings Call, Jan 13, 2023

Wells Fargo & Company, Q3 2022 Earnings Call, Oct 14, 2022

Wells Fargo & Company, Q2 2022 Earnings Call, Jul 15, 2022

Rod Brown is a serial entrepreneur who has co-founded three companies, over the past decade, that were all bootstrapped and all grew from zero to 7 figures.  The software company OnceLogix, landed on the Inc. 5000 list in 2016, 2017, 2018, 2019, 2020 and The Forbes Small Giants list in 2017.   Born in the small coastal city of Wilmington, N.C., Brown worked in the financial services industry. Upon graduating with a B.A. in Information Systems from Winston-Salem State University, he began working at Wachovia Bank, which is now a part of the Wells Fargo Company. He began at Wachovia, working in the bank's Operations Division, in which he led several Cash Management Services groups. He left Wachovia as a Vice President in its Wealth Management Division, as a Financial Advisor to co-found his own company.   Brown co-founded the software company OnceLogix, LLC in 2005 with Trinity Manning and Ty McLaughlin. As a result, they developed Sharenote.com (www.sharenote.com), a fast-growing, web based tool used by behavioral healthcare companies in the Southeast. What started out as a tool to help Behavioral Healthcare Clinicians manage notes about their patients is becoming a sought-after Practice Management tool for behavioral healthcare firms. After seeing the success of ShareNote.com, Brown and his partners are aiming to expand the business to help offer a more streamlined management system for a host of business professions and their respective industries.   Brown has recently ventured into the logistics and transportation business by Greenwood Logistic Solutions, LLC. This company has plans to disrupt transportation and logistics, while building this driver centric brand.    Brown travels the country training and coaching in the areas of entrepreneurship and Leadership. He most recently co-founded ‘The Small Business Cookout', a company dedicated to the advancement of minority and women owned businesses through education, skills development, cross pollination, relationship development.   He enjoys learning, his family, golf, and cycling. LINKS:https://www.instagram.com/rodericklbrown/ https://twitter.com/rodericklbrown

This episode features an interview with Ellie Bertani, SVP of HR Transformation & Services at Wells Fargo. With twenty years of cross-sector professional experience in philanthropy, health care, retail, and financial services, Ellie has helped to improve Wells Fargo's HR operating model and implement new ways of working.On today's episode, Ellie discusses HR operational effectiveness , meeting the needs of different generations of employees, and a passion for skills-based programs.--About EllieEllie Bertani is SVP of HR Transformation at Wells Fargo. She is responsible for architecting and implementing HR's target operating model while establishing new ways of working to improve the employee experience. In addition, she leads the Culture COE, charged with driving cultural change across Wells Fargo. With a background in the nonprofit, public, and private sectors, she brings a shared value approach to drive sustainable impact. Ellie joined Wells Fargo in December 2020, after spending eight years at Walmart in a variety of roles in HR, Corporate Affairs, and Finance. In 2020 she was awarded Walmart's highest recognition, the Sam Walton Entrepreneurship Award, for the development of LiveBetterU, the largest educational benefits program in the US, and Walmart's most successful diversity & inclusion program. Ellie received her Master of Public Administration from Harvard's Kennedy School of Government and her MBA from MIT Sloan School of Management. Her professional career has included fifteen years of experience in the nonprofit, public, and private sectors, including positions with the Bill and Melinda Gates Foundation, the U.S. State Department, Third Sector Capital Partners, and Rotary International. She loves comedy, karaoke, and being kept on her toes by her husband and three crazy boys.About Wells FargoWells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo's vision is to satisfy their customers' financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune's 2018 rankings of America's largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. --“You really touched on an area of passion when you started talking about skills and how that can be the building block of how we think about talent going forward and the unit of currency as I like to think about it.” -Ellie Bertani--Show NotesThe Blueprint(1:20) Ellie's role at Wells Fargo(2:32) What opportunities she saw in joining the company(4:00) Most rewarding part of the roleThe Journey(5:09) Measuring success through OKRs and a new talent mobility program(7:23) Navigating change management through strong sponsorship (8:46) Forcing prioritization and trade-off conversations in a complex business (11:11) Building out Wells Fargo's operations function(12:21) Ellie's talent strategy(14:29) Guild Education and Ellie's passion for skills-based programs The Future of Talent(17:51) Meeting the needs of different generations of employees(20:17) Prioritizing data and creating a culture of two-way dialogue (23:02) Engaging with qualitative and quantitative data(24:58) Creating skill-based programs around the business strategy(27:26) The future of hybrid work and skills-based programs(30:21) Parting words: pay attention to culture and leadership--SponsorThe Talent Blueprint is brought to you by Beamery. Beamery's Talent Lifecycle Management Platform makes it possible for companies to deliver more human talent experiences and unlock the skills and potential of their global workforce using industry leading AI. Learn more at beamery.com.--LinksConnect with Ellie on LinkedInConnect with Sultan on LinkedIn

Wells Fargo & Company, Q1 2022 Earnings Call, Apr 14, 2022

Tracie McMillion, CFA, is Head of Global Asset Allocation Strategy at Wells Fargo Investment Institute, a subsidiary of Wells Fargo & Company.  We talk with Tracie about global asset allocation and historical lessons, how portfolios are impacted by inflation, geopolitical risks and exogenous shocks, and her latest findings on women and investing.   Tracie McMillion is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves Wealth and Investment Management, a division of Wells Fargo & Company, and is comprised of Wells Fargo Private Bank and Wells Fargo Advisors businesses. In her current role, Ms. McMillion leads a team that develops capital market assumptions and asset allocation recommendations. She also writes market commentary and analysis. She is frequently quoted in the national media, including The Wall Street Journal, Reuters, Bloomberg Television, and CNBC. Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms. Earlier in her career, she managed assets for high-net-worth clients and philanthropic organizations. Tracie earned a Bachelor of Arts in Economics and a Master of Business Administration from the College of William and Mary in Virginia. She is a CFA® charterholder and member of the CFA Society North Carolina. Ms. McMillion is located in Winston-Salem, North Carolina. VIEW ADDITIONAL RESOURCES

Wells Fargo & Company, Q3 2021 Earnings Call, Oct 14, 2021

Wells Fargo & Company Q2 2021 Earnings Call --- Send in a voice message: https://anchor.fm/earningspodcast/message Support this podcast: https://anchor.fm/earningspodcast/support

Wells Fargo & Company, Q1 2021 Earnings Call, Apr 14, 2021

This week's episode of Nonsense is full of Gentlemen and Monsters. You'll hear the tale of Black Bart the Gentleman Bandit and his lifelong grudge against the Wells Fargo Company, Colonel John Singleton Mosby's guerrilla raiders and his lost confederate treasure, and one of the greatest movies ever made, a Mel Brooks classic, Young Frankenstein. Wild West tales, Confederate gold, and a movie the formed the foundation of my comedic style. It's a cant miss episode of Nonsense the Show! Tune in and tell a friend! Suggestions, commentary, and compliments always welcome! E-mail: BeardNBones@gmail.com IG: BeardNBones Patreon.com/NonsenseTheShow

Common stock is a security that represents ownership in a corporation. Holders of common stock elect the board of directors and vote on corporate policies. This form of equity ownership typically yields higher rates of return long term. However, in the event of liquidation, common shareholders have rights to a company's assets only after bondholders, preferred shareholders, and other debt holders are paid in full. Common stock is reported in the stockholder's equity section of a company's balance sheet.With common stock, if a company goes bankrupt, the common stockholders do not receive their money until the creditors, bondholders, and preferred shareholders have received their respective share. This makes common stock riskier than debt or preferred shares. The upside to common shares is they usually outperform bonds and preferred shares in the long run. Many companies issue all three types of securities. For example, Wells Fargo & Company has several bonds available on the secondary market. The first-ever common stock was established in 1602 by the Dutch East India Company and introduced on the Amsterdam Stock Exchange. Larger US-based stocks are traded on a public exchange, such as the New York Stock Exchange (NYSE) or NASDAQ. As of 2019, the former has 2800 stocks listed on its bourses, while the latter has 3300 stocks listed. NYSE had a market capitalization of $28.5 trillion in June 2018, making it the biggest stock exchange in the world by market cap.

From remote work to social isolation, COVID-19 has had a major impact on our well-being. In this episode, Anita Shaughnessy - Wells Fargo Vice President and Well-Being Benefits Manager - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how the well-being of the families that advisors serve extends far beyond their finances. In this episode, you'll hear: Ways we can enhance our social, emotional and physical health during the pandemic The benefits that can be derived from a clear focus on well-being Why well-being can be an “asset” on clients' personal balance sheets Anita Shaughnessy is Vice President and Manager of the well-being program at Wells Fargo where she oversees the planning, development, and evaluation of well-being initiatives offered to more than 250,000 team members across 7,400 locations. Before joining Wells Fargo, Anita held leadership roles at American Express and Citibank. While at Citibank, the wellness, work-life balance and health program she ran received multiple accolades, including two C. Everett Koop awards and published results in the American Journal of Health Promotion and the Journal of Occupational and Environmental Medicine. Earlier in her career, Anita consulted on the staffing and development of corporate fitness centers for General Foods, G.H. Bass, Titleist, and Footjoy. Ways to Connect LinkedIn: https://www.linkedin.com/in/anita-j-shaughnessy-76147a65 Disclosure:  This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1020-03422

Society has a negative view on aging, but in reality the wisdom, insight and knowledge acquired from a lifelong career can be one of our greatest assets. In this episode, Chip Conley - best-selling author, entrepreneur and strategic advisor - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore ways to repurpose a lifetime of experience and gain a new sense of relevance. In this episode, you'll hear: What it means to be a “modern elder” Why age diversity matters Four mindsets that can help us navigate our bonus years Chip Conley is a best-selling author, entrepreneur, and strategic advisor. At age 26 he founded Joie de Vivre Hospitality and turned it into the second largest boutique hotel brand in the world. After selling his company in 2010, he accepted an invitation from the young founders of Airbnb to help transform their promising home-sharing start-up into the world's largest hospitality brand. His newest book, Wisdom@Work: The Making of a Modern Elder, was inspired by his post 50-year-old experience as both a mentor and unexpected intern there. In 2018, Chip founded the Modern Elder Academy, a midlife wisdom school dedicated to career and life transitions that help attendees repurpose a lifetime of experience and gain a new sense of relevance. Chip holds BA and MBA degrees from Stanford University and serves on the board of encore.org and the advisory board for the Stanford Center for Longevity.  Ways to Learn More Book: Wisdom@Work: The Making of a Modern Elder The Modern Elder Academy: https://modernelderacademy.com/ This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1020-00898

Wells Fargo & Company, Q3 2020 Earnings Call, Oct 14, 2020

The need for a meaningful and purposeful life transcends age. In fact, you might say it's even more important as we grow older. In this episode, Marc Freedman - President, CEO, and Founder of Encore.org, - joins host Bill Coppel -Managing Director and Chief Client Growth Officer at First Clearing - to explore ways advisors can help clients prepare for what could be the most exciting stage of their lives. In this episode, you'll hear: How connecting across generations can give older people a sense of purpose The value of transitional periods in preparing for the future – and how advisors can provide support Why overcoming age segregation in society can make us happier Marc is President, CEO, and Founder of Encore.org and one of the nation's leading experts on the longevity revolution. He's a member of the Wall Street Journal's “experts” panel, a frequent commentator in the media, and author of five books. His newest book, How to Live Forever: The Enduring Power of Connecting the Generations, was featured in the New York Times and named by the Wall Street Journal as one of the year's best books on aging. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0920-00841

Starting the year with a plan is a time-honored tradition, but in the blink of an eye, our 2020 plans were upended by a global pandemic. Recorded in late July, Sam Fiorello, President & CEO of the Cortex Innovation Community, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new ways to think about planning in a world of perpetual uncertainty and accelerating change. In this episode, you'll hear: How to re-assess priorities and course-correct as needed Why having a compelling value proposition still matters Ways to remain productive – and even innovate - in unfamiliar territory  Sam is president and CEO of the Cortex Innovation Community, a 200-acre urban hub of innovation and entrepreneurship that sits at the center of fintech, biotech, healthcare, and academia. With more than 400 companies in its ecosystem, St. Louis-based Cortex is nationally and internationally recognized for accelerating high-growth startups and advancing innovation within established businesses. Ways to Connect Website: https://www.cortexstl.com/ LinkedIn: https://www.linkedin.com/in/sam-fiorello-8b34b8/ This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0820-02147

Buying a house is one of the most important investments we'll ever make. Yet we often forget to consider whether this home will serve us well during the later years of our lives. In this episode, founder and CEO of Caregiving Club, Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss ways advisors can help clients navigate through options for living as they age. In this episode, you'll hear: Why advisors should research the phenomenon of optimal aging Suggestions for long-term care planning that you can start now Which questions to ask when evaluating a potential home The technological trends available to enhance senior living The ideal time to start planning living options Why the effective forecasting formula can be a valuable tool How advisors can start the conversation around aging   Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0820-00723

Wells Fargo & Company - Q2 2020 Earnings Call - Jul 14 2020

If comparison is the thief of joy, then what are some tools and strategies that can actually increase our happiness? In part 2 of this conversation, psychologist and author Dr. Tim Bono joins host Bill Coppel  Managing Director and Chief Client Growth Officer at First Clearing  to dive deeper into practical solutions that can improve our everyday lives. In this episode, you'll hear: • How the simple practice of gratitude can increase our well-being • The important link between physical health and psychological health • Why social connection is such a strong predictor of happiness Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D. in psychology from Washington University in St. Louis. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0620-01732

The answer to the age-old question, “Can money buy happiness?” may surprise you. Psychologist and author Dr. Tim Bono has been studying the science of happiness for years. In part 1 of this conversation, he joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore the key drivers of happiness along with specific behaviors and mindsets that can help set us on a path to well-being. In this episode, you'll hear: Simple, yet creative tips for increasing happiness The value of experiences vs. material purchases How inflated expectations can squelch our happiness Dr. Tim Bono is a psychologist and lecturer at Washington University in St. Louis. When he created a course on positive psychology, it quickly became one of the university's most in-demand classes with a lengthy wait list. Tim has won several teaching awards and has distilled the life-changing lessons from his seminars into the book Happiness 101: Simple Secrets to Smart Living and Well-Being. An expert consultant on psychological health and happiness, Tim has been featured in media outlets including CNN, Fast Company, The Associated Press, and several public radio stations. He holds a Ph.D. in psychology from Washington University in St. Louis. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 0620-00644

Positioning your business for growth is an ongoing challenge — especially for advice professionals who seemingly all provide “the same” service. So, how do you present your firm in a way that helps you stand out? Susan Quinn, President and CEO of circle S studio, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of creating truly differentiated experiences for clients. In this episode, you'll hear: • The three experiences firms should improve to be strategically positioned for growth • Why having a mission matters • The value of a compelling brand in today's landscape Susan is the founder, president, and CEO of circle S studio, a consulting, branding, and digital agency that serves growth-minded companies across the U.S., helping them cut through the clutter in today's challenging business landscape. With an impressive 30-year track record that includes running a successful agency and numerous board memberships, she has become a trusted ally to C-level executives from firms of all sizes by guiding them through a process that results in a powerful brand that distinguishes them in the marketplace. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.  0520-02413

Society tells us our lives should follow a set path, yet we often need to pivot to move forward. Luckily, there are specific tools and mind-sets that can help us build meaningful futures. Bill Burnett, Executive Director of Stanford's Product Design Program, joins host Bill Coppel, Managing Director & Chief Client Growth Officer at First Clearing, to discuss how the principles of design thinking can help us figure out what's next. In this episode, you'll hear: • What it means to live a well-designed life • How to pivot from money to meaning • Five mindsets that can help you move your life forward Bill Burnett is an award-winning Silicon Valley designer and Executive Director of the Product Design Program at Stanford, where he also teaches. A graduate of the program, Bill has designed a wide range of products, including the Apple PowerBook and the original Hasbro Star Wars action figures. He holds a number of mechanical and design patents and has received design awards for a variety of products including the first slate computer. With Dave Evans, he co-authored the #1 New York Times bestseller Designing Your Life, an empowering book that shows people at any age how to build a life in which they can thrive. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore, give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-03892  

Research from the American Association of Retired Persons shows that social isolation and loneliness have emerged as public health issues. As advisors, how can we better understand this topic to deliver holistic life guidance? Join Hope Reiner, an expert on the essential human need for interaction, and host Bill Coppel -- Managing Director & Chief Client Growth Officer at First Clearing -- as they explore this important question. In this episode, you'll hear: • What advisors should know about companionship and human connection • Tips for interacting with aging loved ones at home • How friendships can enhance overall health and well being Hope Reiner is founder of the New York City-based firm Hope & I, an organization that provides authentic friendship for older adults who are lonely, suffering from dementia, or otherwise isolated due to health conditions. With more than 30 years of experience in the fields of geriatrics and dementia as a certified practitioner, Hope creates one-on-one relationships that are stimulating and engaging, involving her clients in purposeful activities that maintain and restore their sense of self and self-confidence. Disclosures This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2020. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-01753

In the midst of unusual and uncertain times, now can be a good time to pause and refocus on those things that are important to us. Speaker, entertainer and author Jason Hewlett joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share how to identify the strengths that make you unique, ground yourself to them and magnify them to differentiate yourself and unleash your potential. In this episode, you'll hear: How to distinguish yourself by discovering your signature move The importance of empathy and leadership How a promise is different than a goal Authenticity and human connection Having delivered thousands of presentations over two decades, Jason Hewlett is teaching leadership in a performance of uncanny musical and comedy impressions, utilizing the legends of stage. Jason is the author of the Facebook post entitled, “I Saw My Wife at Target Today,” which has been seen by more than 100 million people. He is also the author of a new book called “The Promise to the One.” A recent, and one of the youngest inductees in the prestigious Speaker Hall of Fame, his talks inspire leadership from the perspective of a Promise, while giving attendees an engaging, entertaining, and educational experience all in one. Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2020. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0420-02004

We've heard the stories and methods for building good relationships but they don't always make us better at it. Maybe we need a different viewpoint? Dr. Paul Zak, Professor and Founding Director of the Center of Neuroeconomics Studies at Claremont Graduate University joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how biology impacts the way we trust and build relationships. In this episode, you'll hear: The meaning of neuroeconomics and how it varies from economics. Key reasons and factors why companies with high trust are more productive. How building trust is impacted by video conferencing and the virtual environment. Two important factors for building relationships one-on-one. Which traits are highly valued among team leaders. The keyword advisors should consider when putting customer needs first. Dr. Paul Zak is Founding Director of the Center of Neuroeconomics Studies and Professor of Economics, Psychology, and Management at Claremont Graduate University. He also serves as Professor of Neurology at Loma Linda University Medical Center. Dr. Zak is a scientist, prolific author, entrepreneur, and public speaker and has degrees in Mathematics and Economics from San Diego State University, a PhD in Economics from the University of Pennsylvania, and post-doctoral training in neuroimaging from Harvard. He is credited with the first public use of the term of neuroeconomics and is a leader in the vanguard of this new discipline.   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0320-04649

Business Day TV — Drikus Combrinck from Capicraft chose Wells Fargo & Company as his stock pick of the day and Greg Katzenellenbogen from Sanlam Private Wealth chose Richemont. Combrinck said: "Wells Fargo is my stock pick and is actually a blessing in disguise and that is in the fact that they've had regulatory limits so they haven't expanded the lending books really of the last year so. They've been buying back stock at higher levels albeit, but they're continuing to buy back stock and if you count the dividend at the rate that they're buying back stock at the moment it is at 18% f the share price, and that is a shareholder yield. Katzenellenbogen said: "I would be watching Richmond, the share price has come back significantly because of the problems they were having in Hong Kong and now of course with coronavirus and people have been staying at home. But I do believe that this is a quality stock and with the stimulus measures that coming in Hong Kong they've been giving every resident something like ten thousand dollars each as a handout and I do believe that it looks like things are peaking in China and the rate of infection is coming down. China's starting to send people back to work so it doesn't mean go out tomorrow and buy Richemont but I would think that it's looking very attractive and if I was to pick a stock it would be that."

YESTERDAY’S NEWS -- Tales of classic scandals, scoundrels and scourges told from historic newspapers in the golden age of yellow journalism... True Tales From The Old West Remastered from the True Crime Historian Vault Episode 63 tells the story of the scoundrel Charley Bowles who took the moniker Black Bart from a villain in a dime novel, but I think he used it ironically because it didn’t really fit his gentlemanly style. He only robbed coaches carrying treasure belonging to the Wells Fargo Company, apparently in revenge for a mining dispute in Nevada. When he left his doggerel poetry at the scene of the crime, he would sign it “Black Bart PO8” spelling poet with a numeral, text-message style long before the internet, way ahead of his time.  Culled from the historic pages of the Washington Evening Star, the San Francisco Chronicle, and other newspapers of the era. *** Sign up for The Great Courses Plus and receive your first month free at the special True Crime Historian landing page: http://thegreatcoursesplus.com/TCH Expand your mind with knowledge at The Great Courses Plus, where you can start with a course in he American West: History, Myth, and Legacy or wherever your brain takes you at www.thegreatcoursesplus.com/tch, and get a full month of unlimited access free! Download Best Fiends for your device and join me in a fanciful quest in this challenging and cheerful puzzle game.  *** A creation Of Pulpular Media Also from Pulpular Media: Portals to Possibility, an improvised comedy about an alternate reality, where monsters are real--and hilarious!!! Visit pulpular.com/portals for a brand-new episode. Catastrophic Calmaties, Exploring the famous and forgotten disasters of the 19th and 20th centuries. What could go wrong? Everything! Want to get a jump on the next episode of True Crime Historian? Why then, download the new podcast app Himalaya and get all new episodes a day early, then drop a buck in the tip jar for True Crime Historian. Or sign up for Himalaya Plus and for premium content and other special features. Or you can support your favorite podcaster at www.patreon.com/truecrimehistorian. Just a dollar an episode reserves your bunk at the safe house and access to exclusive content and whatever personal services you require. *** Opening theme by Nico Vitesse. Incidental music by Nico Vitesse, Chuck Wiggins, and Dave Sams. Some music and sound effects licensed from podcastmusic.com. Closing theme by Dave Sams and Rachel Schott, engineered by David Hisch at Third Street Music. Media management by Sean Miller-Jones Richard O Jones, Executive Producer

As every industry plans for an aging society, advisors have the opportunity to play an important role in the lives of a growing client base of caregivers. In part two of this conversation, gerontologist Sherri Snelling shares with Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, the emotional aspects of caregiving that advisors need to understand in order to authentically engage with clients. In this episode, you'll hear: • When to start talking about the “third half” of your life • The differences between men and women in caregiving roles • How we can better support caregivers and promote caregiver wellness • What the advisor's approach should look like for Gen C (Generation Caregiver) Sherri Snelling, a corporate gerontologist and author, is the founder and CEO of Caregiving Club, a strategic consulting and content creation firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. As a gerontologist and national caregiving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. She has participated in caregiving advisory groups for the Alzheimer's Association, the Centers for Medicare & Medicaid Services, the Centers for Disease Control and the White House Middle Class Task Force. She is a nationally sought speaker at events and conferences represented by the prestigious American Program Bureau. Website: https://www.caregivingclub.com Whitepaper: Meet Gen C – Generation Caregiver Whitepaper: Helping Clients Navigate Longevity The Next Frontier Podcast appearances: Episode 5, Episode 40, Episode 45 Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0220-02082

While traditional advisor training is centered around money and finances, today's guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers. In this episode, you'll hear: How the complexities around the idea of freedom have evolved The connection between money management, freedom, and financial advisors' role in guiding families Key questions to ask during the initial meetings with clients The meaning of Golden Civilization Conversations Ways advisors can add value in their clients' lives by helping them think differently Why the practice of mindfulness matters and what its benefits are   George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he's revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts.   More about George Website: kinderinstitute.com Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You Episode 23: George Kinder: Lighting the Torch, Recognizing Freedom in Your Life Vision   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

People are living longer than ever before. In fact, most of us are going to have an extra 20 years of life that we didn't necessarily plan for.  Founder and CEO of Caregiving Club Sherri Snelling, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how financial advisors can help clients not only prepare for retirement but better understand the impact of these bonus years. In this episode, you'll hear: What advisors are doing to help clients prepare for retirement and longevity The meaning of the term financial gerontologist and why it's important for advisors Ways to reframe life after retirement Which stage exists beyond “self-actualization” in the hierarchy of needs. The two elements advisors should consider when helping guide clients on their wealthspan of life What it takes to achieve optimal wellness The three questions to ask to a client transitioning into retirement   Sherri Snelling is the founder and CEO of Caregiving Club, a strategic consulting firm focused on the $20 billion caregiver health and wellness industry and the $7 trillion longevity economy. She is also the chief strategy and gerontology advisor for the VR immersive training platforms, Embodied Labs and author of A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care. As a gerontologist and national care-giving expert, Sherri has been featured on many news networks and is a contributing columnist in a variety of publications. Sherri holds a master's degree in gerontology from the University of Southern California, the number one gerontology school in the nation, and a BA in journalism and political science from USC.   Ways to Connect with Sherri: Personal Website: https://www.caregivingclub.com Whitepaper: Helping Clients Navigate Longevity Episode 5: Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves Related Information: Episode 1: Dr. Bryan Vartabedian: A View on Disruption, What Advisors Might Learn from Health Care Episode 11: Dr. Ellen Langer: Maybe It's Mindfulness     Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.    

Hugh E. Rowden is Senior Vice President and Head of Engagement Initiatives & Outreach, Community Relations at Wells Fargo & Company.  As member of the Community Relations Executive Leadership Team, Hugh leads national teams which include an “Innovation initiatives team, a management collaboration team, and a housing outreach team” focusing on critical enterprise-wide community engagement initiatives for housing issues, as well as a host of other responsibilities. He often say’s “we’re problem solvers” that connect Wells Fargo to some of the communities’ most pressing needs. Hugh’s responsible for leading initiatives and collaboration with national nonprofit organizations, local housing counseling agencies and legal aid agencies in support of home ownership education, home preservation and special community programs. His team focuses on helping customers and community stakeholders in challenging times. Rowden’s previous roles with Wells Fargo include interim - community relations leader managing local foundation giving and community development activities, local government relations regional director, mortgage servicing outreach director and retail mortgage sales manager for the Southeast Region. He attended the University of Northern Colorado for his undergraduate degree, the University of Arkansas Sam M. Walton School of Business for Middle Management Leadership Development, and earned his Executive MBA from Mercer University at The Eugene W. Stetson School of Business and Economics. www.nbmbaa.org     Peeling Back the Layers of Your Life® Podcast Creator, Host, and Producer:  Loronda C. Giddens www.lorondacgiddens.com

Disruption is all around us as technology impacts every aspect of our lives. But despite all of the great things that technology can do, it's created an empathy void. Join host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing – in season two, we'll go deeper with experts and thought leaders from broad and rich professional, social and cultural arenas to identify those things that make us human.    For more information: Website: http://www.firstclearing.com/the-next-frontier/ Podcast: http://www.firstclearing.com/the-next-frontier/the-next-frontier-podcast/ Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer, and non-bank affiliate of Wells Fargo & Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR-1019-03773

Business Day TV — Drikus Combrinck from Capicraft chose Wells Fargo & Company as his stock pick of the day and Gerbrand Smit from N-e-FG Fund Management chose Zambezi Plat Combrink said: "I choose Wells Fargo, they had some regulatory issues quite recently, the Federal Reserve is limiting the amount that they can lend out at the moment or at the speed at which they can grow and that forces them to be very efficient capital allocators. They recently changed their incentive structures which has led to the regulatory problems. They are sitting at a 6% dividend yield and they are buying back stocks. Because they are prohibited in increasing their lend-book, the buying back of stocks brings a lot of wealth back to the share holders in a different form. Smit said: "I have picked Zambezi plat on a previous episode and it is still at the right price, you are getting 13,25% on a platter in a difficult market. You have another optionality here, the only risk is that Northam must survive with the current palladium basket price and Northam is making more than enough to bolster their new projects. The optionality is that Northam will most probably buy back these share over time."

Technology and social media are profoundly impacting our relationships. How we relate to one another has evolved as technology advances. Bestselling author, podcaster, and Partner and Research Director at Future Workplace Dan Schawbel joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss generational differences in the workplace, human connection and mental health, and how financial advisors can recognize and address human needs more effectively. In this episode, you'll hear: How to get in the habit of giving back and the impact it can have on your career Why financial advisors should consider becoming human advisors Key reasons why technology won't replace human connectivity Why empathy is a key skill for the financial advisor The importance of intent in social media The role of humans in a world constantly changed by technology How generational differences come into play in hiring The role technology plays in mental health Why creating positive experiences for job candidates matters A few of the top in-demand skills What introverts do to propel career growth How financial advisors can recognize and address human needs more effectively The value of branding in building trust Dan Schawbel is the New York Times bestselling author of three books – Back to Human, Promote Yourself, and Me 2.0 and also Partner and Research Director at Future Workplace. Dan is also the Founder of both MillennialBranding.com and WorkplaceTrends.com, through which he's published over a dozen research studies that have been covered in over 400 media outlets including the New York Times, CNN, and USA Today. Currently, Dan is host of the podcast 5 Questions with Dan Schawbel where he interviews a variety of guests such as Richard Branson, Condoleezza Rice, Rachel Ray, Gary Vaynerchuk, and Jay Shetty.   Ways to contact Dan— Books: Back to Human: How Great Leaders Create Connection in the Age of Isolation, Promote Yourself: The New Rules for Career Success, and Me 2.0: 4 Steps to Building Your Future  Website: https://danschawbel.com   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0719-02074  

What common trait do truly exceptional leaders share? Great leaders are exceptional at asking the questions that others don't ask. In this episode, author and speaker Hal Gregersen joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss the power of asking the right questions and how financial advisors can use that skill to bridge the gap between fintech and the people they serve. In this episode, you'll hear: The importance of asking the right questions Ways to combat isolation as a leader/executive What top leaders do to unlock disruptive ideas Examples of how advisors are redefining value creation for clients Techniques for getting ‘unstuck' How to see and do things differently   Hal Gregersen is the Executive Director of the MIT Leadership Center and a senior lecturer of Leadership and Innovation at the MIT Sloan School of Management. As an inspirational speaker, he has worked with such renowned organizations as Chanel, Disney, Patagonia, UNICEF, and the World Economic Forum, and has been recognized by Thinkers50 as one of the world's most innovative minds. Hal has both authored and coauthored a total of 10 books over the years, including the bestseller The Innovator's DNA: Mastering the Five Skills of Disruptive Innovators. In addition to being a bestselling author, Hal pursues his lifelong avocation of photography at his home in Boston's North Shore which he shares with his wife, Suzi Lee.   Ways to contact Hal— Website: https://halgregersen.com/ Book: Questions Are The Answer     Disclosures: If you like this content, share it or like us. If you want to join the conversation or connect with us, please visit us at www.firstclearing.com. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member of SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR 0619-04588  

Why hire a travel agent when you can DIY online? The answer: guidance, empathy & trust. These are the human elements that technology can never replace. In this episode, Pat Blassie, President of Altair Travel & Cruises, joins Bill Coppel – Managing Director & Chief Client Growth Officer at First Clearing – to discuss the power of relationships for her travel business's success, & how financial advisors can leverage this same power.   In this episode, you'll hear:   What it looks like to position your business as value-driven instead of price-driven How the role of the travel advisor is still relevant today How to start conversations that lead to relationships The role of trust in the travel industry The value of creating experiences How to meet fundamental human needs to feel known and connected   Pat Blassie is owner and president of Altair Travel and Cruises, which she has grown to 50 agents since the agency's beginning. Pat has built a business around her simple understanding of the power of relationships despite technology's disruption of the travel industry. She is a frequent guest on St. Louis Radio and contributes to a column in the St. Louis Post Dispatch.   Ways to contact Pat— Website: https://altairtravel.com   Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?” In this episode, she joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss how advisors can prepare for the next chapter and better serve their clients. In this episode, you'll hear:   Why advisors are not taking the time to think about what the transaction and transition of succession will look like Overlooked elements of planning for succession The emotional aspects of selling your firm Where advisors can find a sense of identity in the transition How to set a solid vision for the next phase of life How to understand your firm's valuation in context Why advisors need financial advisors Why a lack of preparedness is underserving clients   Financial Planning recently named Carolyn Armitage as one of 19 people who will change wealth management in 2019. Carolyn is a managing director of ECHELON Partners, a frequent keynote speaker and a leading authority in private wealth management who is quoted extensively in industry publications. She also founded and runs True Circle Organization, a public nonprofit that works to improve the lives of homeless people in Southern California.   Ways to contact Carolyn Website: www.echelon-partners.com Email: carmitage@echelon-partners.com   Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019. Wells Fargo Clearing Services, LLC. All

In a world that places so much value on productivity and success, we often lose sight of what truly matters. What if our measure of success was something beyond the amount of wealth we accumulated? In this episode, Seth Streeter and host Bill Coppel– Managing Director and Chief Client Growth Officer at First Clearing– pose this question and explore what it means to redefine success and the ways it could change how we manage wealth. Hard work and productivity are important, but if we base our self-worth on conditional things, it will never be sustainable. What has to complement that hard work and success is an inner journey of fulfillment and connection with something beyond traditional achievement. Through more than 25 years in the financial services industry, Seth Streeter has found that helping clients optimize their finances for retirement doesn't necessarily equal happiness. Along with his own personal experiences, this has led him to question and then reshape the definition of success, as well as lead others to redefine it for themselves. He believes that advisors are in a privileged seat with the opportunity to help clients identify sparks in their lives and empower them to reach the fullest expression of themselves. The conversation starts with money, but through vulnerability, it can rekindle a sense of wonder and identify the possibilities along an individual's life journey towards finding their purpose.  In this episode, you'll hear: The important difference between conditional and unconditional self-worth 10 categories by which to define wealth What a uniquely human experience looks like in an age of AI and robo-technologies How to start conversations with people that lead them to discover the fullest expression of themselves Pivotal points in life that can spark finding your inner calling How advisors can move the conversation past managing money to personal fulfillment How advisors can leverage vulnerability to redefine their relationships with clients and distinguish their value Growing up in a family whose farming mindset placed high value on productivity and hard work, Seth Streeter's degree of success became his sense of self-worth. After co-founding Mission Wealth, a leading wealth management firm serving the Western U.S., Seth faced several hardships in his personal life that forced him to reconsider his own definition of success. As CEO of the firm, he helps people to reframe their perspective of wealth beyond the financial aspect and to discover what he calls an Inspired Life Purpose. Seth is a thought leader in the area of conscious financial planning and his TED Talk from 2016 entitled “The Untethered Life: Wealth Redefined” has thousands of views.   Ways to contact Seth Website: https://sethstreeter.com/ Mission Wealth: https://missionwealth.com/ TED Talk: https://www.youtube.com/watch?v=qHNhNjNwGVY    Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. CAR# 0219-01635

In a world of constant change we must be alert to succeed, and being alert requires listening. Julian Treasure has more than 30 years of experience in sound and business, and understands both the complexities and power of listening. In this episode, he and host Bill Coppel -- Managing Director and Chief Client Growth Officer at First Clearing -- explore how being conscious about listening can transform our most important relationships. Although we're often oblivious to it, we're constantly surrounded by - and affected by - sound. Julian says that if we can become conscious about sound and listening, it will lead to dramatic changes in our effectiveness, happiness and productivity. In this episode, you'll hear: How sound affects our overall well-being Why the process of listening is more complex than we realize The four steps to practicing good listening With more than 30 years of experience in sound, marketing and business, Julian Treasure founded The Sound Agency, a global consulting firm, to help clients such as Google, Honda and Walmart with audio branding. His TED Talks have more than 70 million views, and one is the sixth-most viewed TED Talk of all time. Julian is also the author of Sound Business and How to Be Heard. For more about Julian: Websites: thesoundagency.com, juliantreasure.com, howtobeheardbook.com Books: Sound Business, How to Be Heard   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1018-05053

No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, whose headquarters has a 4,000-square-foot fitness institute, he has witnessed its transformative effects on his advisors' lives and relationships with their clients. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss this holistic approach to financial advising. As the financial services industry changes, the value of the financial advisor is no longer to give access to a product or to look the part. Instead, Conor Delaney explains that advisors must be relatable, approachable, and disciplined, making way for a more intimate relationship and meaningful conversations with clients. He highlights four components needed to balance out the employee experience: financial fitness, physical fitness, nutrition, and spiritual and emotional health. When advisors have access and the knowledge base to make good, informed decisions on how to run through each day, they holistically learn a better lifestyle, which they can pass on to their clients. Conor believes that this approach of helping people manage their life, not just their financial affairs, is the future of the industry. In this episode, you'll hear: The importance of health for financial advisors The shift in desired advisor characteristics, from successful to relatable How a multipurpose wellness center can transform individual lives and communities How to approach the subject of health and lifestyle in conversation How to create an ecosystem around the client experience that brings life fulfillment Why advisors are the gateway to make changes in communities around the U.S. Conor Delaney began working in the financial services industry as a sophomore in college and NCAA athlete. After losing his dad at a young age and personally experiencing the correlation between poverty and poor health, he learned the great importance of health and wellness. He is the founder and CEO of The Good Life Companies, where he is directly involved with his clients and the advisors that work for him. Conor has also led the construction of The Good Life Fitness Institute, which is a resource for employees, clients, and the general public in hopes to give them the access and knowledge base to lead healthy and successful lifestyles. Ways to contact Conor: Website: goodlifefa.com     Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02332

Amidst digital disruption in the financial services industry, Bob Chapman knows there will always be a need for caring. Bob has embraced an approach that he calls “truly human leadership” as CEO of Barry-Wehmiller, a $2.5 billion global manufacturing business. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how caring for people and making them feel valued is the real differentiator in this industry and can profoundly affect the world. Looking at the financial services industry, Bob Chapman asks, “How do you shape the future for the people you have the privilege of leading?" Bob defines leadership as the stewardship of the lives entrusted to you, and he believes that making people feel valued and cared for affects how they treat others. When you feel cared for as a financial advisor, you bring that caring to your clients, which is the foundation of all relationships. Caring is not something that can be digitized or replaced by a computer, so in our industry today, being known for having the most caring organization could differentiate you from everyone else. In this episode, you'll hear: How to measure success The difference between a manager and a leader Why leadership and parenting are identical How leadership affects others' self-worth and home life The steps necessary to transition from a classic business manager to someone caring for the lives of their team members What it would look like to be a caring institution in the financial services industry How financial advisors can impact their clients' lives and differentiate themselves in the industry through caring As the CEO of a global manufacturing company with more than 11,000 team members, Bob Chapman certainly has leadership experience. He became the company's senior executive at age 30, after the untimely death of his father, and after an early focus on financial success, transformed his thinking about what it means to be a leader. Bob is the author of Everybody Matters: The Extraordinary Power of Caring, where he narrates this transformation and explains the profound impact of what he calls “truly human leadership." Ways to contact Bob: Book: Everybody Matters: The Extraordinary Power of Caring     Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02325

Today, we have five generations participating simultaneously in the workforce and with that comes conflicting beliefs and values; technology playing an important factor. Author, speaker and coach Tim Dean has built his career around understanding generational differences, and in this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – examine these differences and consider how we can leverage generational diversity in the workplace. A generation is generally defined as a birth cohort of individuals who share social, political and economic events, and Tim Dean explains how technology has been added as another defining event for the millennial generation. It's pretty evident that these events create differences between generations, and that's especially visible in the workplace. Tim describes how millennials not only desire to be coached versus managed, they also want others to care about them as a whole person, and place a greater importance on a company's values and social impacts than previous generations. Each generation comes with its own stereotypes and they will always exist; however, Tim advises that we first acknowledge them but then quickly set them aside and find ways to harness the unique strengths of that generation. This will lead to more cohesiveness and trust in the workplace, and creates an environment open to better collaboration and shared learnings. In this episode, you'll hear: What defines each generation The different ways generations think about work What drives millennials and how technology has shaped their generation What it means to be living in a post-truth era Why millennials are the least trusting generation The most productive way to approach generational stereotypes The difference between management and coaching   Tim Dean has built his career around understanding generational differences, speaking nationally on the topic and teaching how to leverage generational diversity at the Richard A. Chaifetz School of Business at Saint Louis University in St. Louis, Mo. Coaching is an integral skillset and approach to this. Tim founded his company, The Coaching Dean, to provide an individualized and holistic coaching approach, which has helped clients across the globe achieve their professional and personal goals.  Ways to contact Tim: Website: thecoachingdean.com LinkedIn: Tim J. Dean Twitter: @timdeanstl   Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-04935

Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five, creating an even greater need now to  prepare for the future. Author and CEO Sherri Snelling joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to share her insights and discuss the opportunities financial advisors have to help clients prepare to be caregivers, and to plan for their own health and wellness. After personally watching her mother step into a caregiving role and later stepping into a caregiving role herself, Sherri Snelling's career in healthcare led her to run wellness programs that support caregivers in the workplace. The combination of these personal and professional experiences has made Sherri an expert on the topic of caregiving. Sherri explains the emotional and physical tolls caretaking has on the caregiver. She has found that preparation is extremely important – through conversations well in advance of someone's need for care and through intentional plans for the caregiver's personal health. Financial advisors can join this critical team dynamic by making it a part of their conversations and guiding their clients to emotionally and mentally prepare to be caregivers. In this episode, we'll explore: How the changing demographics in the U.S. are shifting towards an eldercare-focused society The need for employers to support caregiving employees The conversations that are necessary to prepare for caregiving The role financial advisors can play in preparing and supporting their clients as caregivers Self-care practices for caregivers  Sherri Snelling is the founder/CEO of Caregiving Club, a strategic consulting, impactful communications, partnership connections and creative content company focused on supporting the nation's 65 million family caregivers. She is the author of A Cast of Caregivers – Celebrity Stories to Help You Prepare to Care and is a contributing columnist on caregiving for PBS Next Avenue, Forbes.com, Huffington Post and USA Today. Sherri was the chairman of the National Alliance for Caregiving in Washington, D.C. and is currently a board member of the National Alzheimer's Association in her local area. She also serves as ambassador for the Caregiver Monday campaign with her ‘Me Time Monday' initiative.   Ways to contact Sherri: Website: www.caregivingclub.com Twitter, Facebook, and LinkedIn Book: A Cast of Caregivers: Celebrity Stories to Help You Prepare to Care Disclosure: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-04022

Joyce welcomes Regina Heyward, senior vice president and head of Supplier Diversity at Wells Fargo & Company and board member of U.S. Business Leadership Network (USBLN) This financial institution is a diversified, community-based financial services company that was founded in in 1852 and is headquartered in San Francisco. Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,600 locations. Ms. Heyward will discuss this company's commitment to a diversified workforce, including hiring individual with disabilities.

Kathy Martinez, Senior Vice President, Disability Segment Market Brand & Strategy for Wells Fargo & Company, joins the program to share her unique diversity story and how she came to be aware of and involved with efforts to create a more just and equal society. Kathy reveals why creating more accessible products and services ultimately benefits all consumers and why it makes good business sense. She also discusses misconceptions that leaders often have when it comes to workplace accommodations and the return on investment that comes with accommodating the needs of all employees.

In this show Jennifer Smith, Executive Vice President and Chief Technology Officer of Zions Bancorporation, joins us to discuss four important topics:   Developing yourself as a leader. Understanding how diversity and inclusion improves business outcomes. Effective leadership for the modern age. What you will need to succeed in the future.   Jennifer Smith is Executive Vice President and Chief Information Officer of Zions Bancorporation. Smith previously served as director of Enterprise Operations and her responsibilities include executive leadership for the Customer Care Centers, as well as all Deposit, Treasury, and Lending Operations for Zions Bancorporation. Before joining the Enterprise Operations team, Jennifer was Zions Bancorporation’s Director of Internal Audit reporting directly to the audit committee of the board of directors.     Prior to joining Zions in 2006, she held various positions at Wells Fargo & Company from 1995-2006, including Senior Vice President Operations Risk Management and Senior Vice President and Director of Technology and Operations Audit.  She holds an honors B.A. degree and M.S. degree in economics from the University of Utah.  Jennifer has received several business honors, including being named one of the top “40 Business Leaders under 40” by Utah Business magazine in 2010.  In 2011, she was named as a member of 1 of 4 top U.S. banking teams, in American Banker’s “25 Most Powerful Women in Banking” edition and one of the top “30 Business Women to Watch” by Utah Business magazine in 2012.  In 2012, she was named an International Women’s Forum leadership fellow.    Jennifer has a commitment to community service.   She has been an active leader in United Way's collective impact initiatives creating improved community outcomes in education, health, and income.   She is a member of the YWCA of Utah’s Board of Directors and has previously held positions on the United Way's board of directors and as a chair of their Women's Leadership Council. She is an active Big Brothers/Big Sisters of Utah mentor.  In 2011 she received the Women’s Philanthropic Network’s Member of the Year award, and United Way’s Heart and Hands award.  Jennifer, her husband, 17 year old daughter, and 14 year old son live in the mountains of Salt Lake City, Utah.   We welcome Jennifer Smith to Leaders247.

PROGRAMGetting Down to Business® with David Weatherholt Broadcast Saturday’s 9-10 am (AKDT) Fox News Talk 95.50 FM & AM 1020 KOAN Anchorage - Stream: www.1020koan.com/or www.waconsult.com.  Join Getting Down to Business® on Facebook or join Dave’s LinkedIn group and follow Dave on Twitter at WAConsult. IN THE NEWSsmall it market attracts big companiesBest Buy Company and Apple, Incorporated are just two examples of large companies trying to capitalize on the huge market; providing IT services to small businesses.  Read the complete article @ www.WaConsult.com. PROGRAM TOPICAlaska and Global Emerging Markets (GEM) have much in common especially competing for business with resource users.  Listen as Aryam Vazquez, Vice President, Economist – Global Emerging Markets with Wells Fargo & Company provides insights into what countries are hot and how they impact Alaska.  Do you have any questions?  Contact Aryam.vazquez@wellsfargo.com. Tech TalkDoes your network computer seem slow or sluggish?  Maybe it simply has a “common network cold.”  Listen as Tim White, IT Expert, discusses symptoms and solutions.  More answers visit www.akcb.com     .