First Clearing, LLC
White Paper
Understanding Today’s Affluent
Only 21% of affluent clients report their advisors have expressed interest in working with their children.(1) Build a relationship of trust by getting to know the entire family. Learn how to better engage affluent clients. Become First Clearing empowered. (1)Source: The Oechsli Institute First Clearing, LLC is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. For broker-dealer and financial professionals only. First Clearing does not provide services to the general public. 0416-02445