Jackie Wilke's Linkedin Analytics

Speaker | Author | Consultant | Coach | Content Creator | Avid Learner At First Trust, we are all-in on serving financial professionals and teams, and the folks that serve them, building client-focused businesses. A large portion of those resources are dedicated to helping them work ON their business with practice management and business development resources in the Advisor Consulting Group. If you are a growth-focused financial professional, team, RIA or firm, I can help you identify, design and execute modern business development strategies. The value the financial professional provides investors has been disrupted. It's critical for financial professionals and teams evaluate if their business communicates and delivers value that's relevant, especially to: - women investors - next gen - multi-generational, modern families Modern value is rooted in: Process, Planning, People In my role, I have the unique opportunity to study success, accessing what the best in the biz do really, really, well. Then, I translate those insights into repeatable processes and strategies through: - One on One consulting (from individual to firm level) - One on One Coaching - Presentations - Insights & Innovations (biz development blog-- as your First Trust wholesaler to get added and join 6,000+ financial professionals already signed up!) (client engagement through high tech/high touch, working across the family tree, events and experiences, activating clients for referrals, virtual and digital growth strategies, content marketing, lead and demand generation, becoming all things to your target audience or niche market and more) Interests: foodie, travel, fashion, wine, being active, entrepreneur, learning, reading, yoga, hiking, spin class, How I Built This podcast, technology, business development