The Wells Fargo advisor spends a third of his time coaching, training and mentoring FAs-or what he calls "leading from the front." Recruiting is another critical part of Petramalo's role as the ability to attract top talent raises the bar for his entire team. The Wells model is centered around a planning culture and he encourages FAs to leverage the model to solve every client need.

Bank/TPM: Wells Fargo Advisors

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