I did three Wells Fargo Investment shops a year or so ago. I don't know if you're talking about these brokerage account shops, or not. But if you are, I recall that these shops were worth the money, with not a huge amount of narrative.
You so have to portray yourself as a pretty high roller, as they are interested in accounts that are worth several Hundred Thousand Dollars, at least.
My idea of an agreeable person is a person who agrees with me.
Benjamin Disraeli