WEBVTT

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(Music)

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Our team approach is what makes

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Wells Fargo special.

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It’s different than any other

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firm in this industry.

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When you meet with a client,

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your objective is to solve

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for the different issues that they have

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to help them live a better life.

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In order to do that,

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you need to bring a level of

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specialization to the table,

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where you can go deep on the

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different solutions. When somebody

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trusts you with their hopes, their dreams,

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their family, their business,

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their lives, you have to love that

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and you have to take it seriously

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and you have to dedicate yourself to that.

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And that's what our team does.

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There's this one family that

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I'm thinking about particularly.

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The father, who is near and dear

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to my heart, he was like a

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second father to me at some point,

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we became extremely close. And there

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were certain things in his life

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that were important to him that

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he wouldn't address with his children.

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some of it had to do with business,

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specifically, a lot of it had to do with

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the wealth that the family had gained.

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The team approach was very important in

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this aspect because it is a large family

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and you need people that specialize in

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certain areas, whether it's

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trust and estates,

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financial planning,

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the tax consequences that they may see.

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Those types of things are very

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important when it comes to

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a family like this

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because you can

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amass this tremendous wealth and,

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if you didn't take correct steps to put

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certain things in place,

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a lot of it can disappear.

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I did work with one client that had a very

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specific number in mind that he and

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his wife wanted to leave his children upon

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their passing away, and they were very

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philanthropically inclined.

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They had a much

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larger estate than what they wanted to

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leave to their children,

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and so one of the solutions

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that we came up with was that

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they should start their

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philanthropy now by

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creating a family foundation where

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they could all put input into the types

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of organizations and causes that they

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truly believed in — and that

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also gave the kids the ability to

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give their input.

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I spend a lot of time working with

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business owners to help them transition

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their wealth.

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We had a situation with a client

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who was getting up in age and

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he had family member, sons, who were

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running his business. And he was

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concerned that the advisors that he had

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around him at the time were not going

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to be able to grow with him and his family

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Myself, our wealth advisor, and our

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investment manager laid out a plan for

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them. I've learned that teamwork is very

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powerful and very rare in this industry.

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Every client that I've worked with so far

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here at Wells Fargo has had a favorable

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response to our team-based approach.

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There's a lot of news outlets, a lot of

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video streams and media,

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so I help them quiet the noise.

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I help them to focus on

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what's really, really important

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in their portfolio, what's really

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important in the markets and the economy.

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And it's really a big benefit to the

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clients to know what they need to depend

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on in order to have an appropriate

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portfolio, as opposed to what's important

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to the news on that particular day.

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My team here, at The Private Bank,

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partners with Wells Fargo Advisors.

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When it comes to managing complex

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finances, there is no single solution for

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everyone. A new client working at

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Wells Fargo, they can feel comfortable

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knowing that they are working for a

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well-respected company, a company with a

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great reputation in the industry.

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The beauty of this organization is that

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partnering is real,

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it's an everyday thing,

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it's what we do.

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And we do it because our clients need it.

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At the end of the day, we're all working

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towards one goal and that is to

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help the individuals that trust us with

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their needs, their worries, their goals.

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It's powerful, it's really powerful.

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(Music)