FireSide: A Podcast Series from Future Standard
FireSide: A Podcast Series from Future Standard
Future Standard
Head to Head x Jennifer Garcia: I never cold-call
29 minutes Posted May 8, 2025 at 9:00 am.
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Show notes
In a new episode of Head to Head, Jennifer Garcia (Private Wealth Advisor and Managing Director of the Garcia Private Wealth Group at Wells Fargo) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss her unique approach to multi-generational wealth management, what it means to lead one of the few all-women teams in financial services and how she prospects for clients. “So, I have never cold called ever. To me, the goal was to connect with bankers so that they saw my va...