Brent Becker Email and Phone Number

For the past 10 years I helped advisors in various stages of their onboarding process at Wells Fargo Advisors. For the first 4 years I traveled to different Wells Fargo branches across the United States and helped transitioning advisors initiate the client account transfer process. The next two years I was a Sales Advisory Consultant that would host daily platform training sessions and travel to branches to provide advisors and their support staff with personalized consultations on the contact management system and SmartStation. The last four years at Wells Fargo was spent mostly in the Divisional Business Consultant role which allowed me to work closely with Market Leaders and Branch Managers to assist them in achieving their yearly recruiting goals by hosting weekly calls to ensure we were completing all the activities that allow an advisor to transition their book of business. At &Partners I am grateful for the opportunity to be able to help advisors join our team and make sure that their clients and the advisors have a great experience during the transition and while at &Partners. - - - Third-party posts found on this profile do not reflect the views of &Partners (the firm), its associated persons or affiliates, and have not been reviewed by the firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact a qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.