Shows
The Purpose Focused AdvisorJackie Wilke: Building a Practice That Defines the Future of Financial AdviceIn this episode of The Purpose-Focused Advisor, Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Advisor of the Future. They explore how to adapt to an evolving industry, build intentional client experiences, and foster successful team collaboration.Key Takeaways: Democratization and Commoditization in Financial Services (02:43) – Jackie highlights how access to technology and information is cha...2025-01-1637 min
Always On with Duncan MacPhersonUnlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning? Remember, it’s not your client’s responsibility to introduce you and it’s not the family member’s job to ask. You must be proactive and cultivate relationships across the family tree! In this enlightening and highly relevant episode, Duncan … Continue reading Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60) →2024-06-2750 min
Always On with Duncan MacPhersonUnlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning?
Remember, it’s not your client’s responsibility to introduce you and it’s not the family member’s job to ask. You must be proactive and cultivate relationships across the family tree!
In this enlightening and highly relevant episode, Duncan MacPherson speaks with Jackie Wilke, VP of Advisor Consulting at First Trust Portfolios. They provide a step-by-step guide to progressively foster relationships with your clients’ family members (including the next-gen wealth inheritors).
They discuss:
How to...2024-06-2750 minAlways On with Duncan MacPhersonUnlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning?
Remember, it’s not your client’s responsibility to introduce you and it’s not the family member’s job to ask. You must be proactive and cultivate relationships across the family tree!
In this enlightening and highly relevant episode, Duncan MacPherson speaks with Jackie Wilke, VP of Advisor Consulting at First Trust Portfolios. They provide a step-by-step guide to progressively foster relationships with your clients’ family members (including the next-gen wealth inheritors).
They discuss:
How to...2024-06-2750 min
First Trust ROI PodcastEp 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI PodcastIn this episode, Ryan talks to Jackie Wilke from the Advisor Consulting Group at First Trust about serving female investors, the need to build multi-generational relationships, and the importance of uncovering what’s truly important to investors. 📚 Jackie's Book Recommendation: Wealth 3.0: The Future of Wealth Advising----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the R...2023-12-1831 min
FutureProof Advisor PodcastCultivating Authenticity and Bridging Generational Gaps in Financial Services with Jackie WilkeTune in to this week's episode as Matt connects with Jackie Wilke, Vice President and Advisor Consultant at First Trust, and Author of "Insights & Innovations," a blog focused on business development for financial professionals and enterprises. Together, they delve into valuable insights across a range of financial industry topics.Drawing on her experience working alongside financial professionals and exploring the resources offered by First Trust, Jackie stresses the importance of authenticity and remaining true to oneself in an ever-evolving industry. Jackie also discusses the challenges of connecting with the next generation of investors, a group with diverse...2023-10-1145 min
Corey Keating – UnfilteredHow Do You Define Your Wins, Handling Competition, What Invigorates You – With Jackie Wilke (073)Jackie Wilke and and I caught up to talk about the current state of financial marketing, specifically financial advisor marketing:
How do you define your wins
I'm always careful saying you "have to"
Handling "competition"
The upcoming transfer of generational assets
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Jackie's details:
Jackie Wilke, VP, Advisor Consultant, First Trust,
LinkedIn
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Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com
Engage with me on LinkedIn and make sure...2023-04-2844 min
For Advisors By AdvisorsFor Advisors By Advisors - Interview with Jackie Wilke,Innovative Business Development & Practice Management with First Trust - How Do You Get in Front of Next Gen Clients? This Expert Weighs In!In this episode, we talk with Jackie Wilke, Innovative Business Development & Practice Management with First Trust. Jackie goes through a wide range of topics from what you could be doing with current clients to what practices are doing to gather “Next Gen” clients. Jackie has been in practice management consulting for the last 6 years learning from some of the best teams out there. Jackie goes through what is next and what are some small tweaks you could implement in your practice! Hope you enjoy it!Did this podcast get you to take action in some way? I’d love you...2022-12-1936 min
Standard Deviations with Dr. Daniel CrosbyJackie Wilke - Why You Are the Most Unique Asset in Your BusinessTune in to hear:- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board? - Are there specific examples of advisors who have created a unique experiential piece for their clients. If so, what did these experiences look like?- Where do we get it wrong as an industry around some of the most discussed buzzwords?- What is a common misunderstanding about next generation investors?- How can one resolve the catch 22 of being intentional about crafting t...2022-03-1045 minAlways On with Duncan MacPhersonAchieve Mastery of Family Dynamics With Jackie WilkeAs aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge! In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients … Continue reading Achieve Mastery of Family Dynamics With Jackie Wilke →2022-01-061h 00Always On with Duncan MacPhersonAchieve Mastery of Family Dynamics With Jackie WilkeAs aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge! In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients … Continue reading Achieve Mastery of Family Dynamics With Jackie Wilke →2022-01-061h 00Always On with Duncan MacPhersonAchieve Mastery of Family Dynamics With Jackie WilkeAs aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road.
However, getting introductions to clients’ family members can be a challenge!
In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients for multiple generations by developing a Multi-Family Office (MFO) client experience.
Duncan and Jackie discuss:
How to demonstrate your genuine care for clients without seeming too sales-y
The “family phone call” exercise that positions you as a family...2022-01-061h 00
The Advisor Lab by CIONActivating Clients as Agents for Growth - A Conversation with Jackie WilkeIn this episode, we sit down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie has built her career coaching and training advisors on how to grow their practice through marketing and strategic business development. And while we spend a lot of time talking about marketing to new prospects, we wanted to have Jackie on the show to discuss how you can activate clients as an advisor. Learn more: www.ftportfolios.com Remember to follow our blog at: www.thesevengroup.com2021-10-1837 min