Case Study: Wells Fargo Advisors adds 24 new clients and $4.22M in new client assets with LinkedIn Sales Solutions (Sales Navigator)

Creating Connections and Driving Value at Wells Fargo Advisors with Sales Navigator

Wells Fargo Advisors, a relationship-driven investment firm with more than 14,500 financial advisors across all 50 states, needed a way to help newer advisors find prospects while enabling experienced advisors to manage and grow large client networks. The firm sought a scalable business-development solution to accelerate relationship-building and uncover new opportunities for a diverse, nationwide advisor base.

Wells Fargo implemented LinkedIn Sales Navigator in its Next Generation Advisors program—giving 60 new advisors access plus best-practices training and tools like Lead Builder and TeamLink. The pilot helped 74% of advisors reconnect with clients and 57% start new conversations, generated 712 new client opportunities, onboarded 24 new clients, and brought in $4.22 million in new client assets in the first year; the program also earned a Social Media Leadership Award and is being added to ongoing training.

Wells Fargo

Gene Baker

Chief Architect