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For the past five years, Ames Coggin had been serving as an advocate for Wells Fargo Advisors Financial Network (WFAFN) advisors in the southeast. Now, Coggin is focused on doing so for advisors all over the country.
In 2018, Coggin was appointed Director of Owner Satisfaction and Loyalty for WFAFN. In this role, he acts as a liaison for all WFAFN advisors and the home office.
“I operate under the premise that WFAFN advisors are going into business for themselves, not by themselves,” Coggin said. “The core of my job is to give WFAFN business owners the tools that they need not just to serve clients, but also operate independently. I want to ensure that the firm really understands and supports the unique needs of the independent business owners.”
No day is ever the same for Coggin, which is one of the things he likes best about his job. His day-to-day activities can include anything from helping practices define roles and responsibilities to advocating across the firm for tools, technology, and resources that enable owners to better serve their clients.
“When I’m not in meetings, I’m typically on the phone with advisors or traveling to see them in-person,” Coggin explained. “I want this job to be more advisor-facing because I believe I can’t earn their trust and respect without first getting to know them. I have a lot of personal and professional relationships with WFAFN practices I have worked with in the past, which is the most rewarding part of this job. I want that to continue.”
One of the ways Coggin feels like he will be able to build on these new relationships is by timely follow-through. If he is called or emailed with a question or inquiry and does not know the answer, he will be committed to utilizing his resources to find the answer as soon as possible. “Every advisor has unique needs, and we need to make sure we are giving them the tools to be successful,” he added.
These relationships are part of the strong culture at WFAFN. Coggin describes the culture of the WFAFN home office as being small, intimate, and feeling like family. There is a good culture in the field as well. Business owners are very receptive to sharing their successes and learning experiences with one another. It is one of the aspects of WFAFN that has drawn in advisors from all over the country.
Whether a new or established WFAFN advisor is located in the “Gateway to the West” or the “City that Never Sleeps,” Coggin wants to help them be as successful as possible in his role.
“I want to affect change for these folks and advocate for them,” he said. “I need to move the needle on their behalf and help them get the support, tools, and resources they want and should have.”
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The experiences discussed in this article may not be representative of the experiences of other Financial Advisors.
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). CAR-0921-00465
