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The Next Frontier


Nov 4, 2020

From remote work to social isolation, COVID-19 has had a major impact on our well-being. In this episode, Anita Shaughnessy - Wells Fargo Vice President and Well-Being Benefits Manager - joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore how the well-being of the families that advisors serve extends far beyond their finances.

In this episode, you’ll hear:

  • Ways we can enhance our social, emotional and physical health during the pandemic
  • The benefits that can be derived from a clear focus on well-being
  • Why well-being can be an “asset” on clients’ personal balance sheets

Anita Shaughnessy is Vice President and Manager of the well-being program at Wells Fargo where she oversees the planning, development, and evaluation of well-being initiatives offered to more than 250,000 team members across 7,400 locations. Before joining Wells Fargo, Anita held leadership roles at American Express and Citibank. While at Citibank, the wellness, work-life balance and health program she ran received multiple accolades, including two C. Everett Koop awards and published results in the American Journal of Health Promotion and the Journal of Occupational and Environmental Medicine. Earlier in her career, Anita consulted on the staffing and development of corporate fitness centers for General Foods, G.H. Bass, Titleist, and Footjoy.

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Disclosure:  This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2020, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 1020-03422