Wells Fargo helps advisors achieve sports activities and leisure designation
[ad_1]
In launching its new Sports activities & Leisure Program the agency is recognizing and supporting monetary advisors who serve purchasers inside the sports activities and leisure industries.
The designation was initially solely open to Merrill Lynch advisors because it was this firm that first approached the CFP desirous to formalize the experience of its advisors in a fast-growing and profitable area of interest.
The specialised advisors who achieve the designation are achieved at advising on issues resembling sudden wealth, uneven earnings flows, philanthropy, and wealth and legacy planning.
“There are distinct wants that purchasers in these industries have, and supporting this designation for our monetary advisors provides them much more credibility when serving them,” stated Julie Caperton, head of Wells Fargo Non-public Financial institution. “Sports activities and leisure professionals usually have wants that change over time — and generally change in a short time.”
Open to all
Wells Fargo’s new program comes a yr after the CFP opened up the SE-AWMA designation to all advisors.
[ad_2]
