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For Advisors By Advisors - Interview with Wendy Fuller VanCleve, Senior Planning Advisor, Fountain Financial Group - What are the Most Important Items to Understand when Joining the Bank Channel?
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In this episode, we speak with Wendy Fuller VanCleve, Senior Planning Advisor with Fountain Financial Group. We went over Wendy’s change of careers from estate attorney to being a financial advisor. We went over the teams move from one bank program to another one and what that change has been like. We also talked about the benefits of who you affiliate with and how that can be huge for the relationships you cultivate. Hope you enjoy!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
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