Suggestions
Jackie Wilke
Innovative Business Development & Practice Management Professional
Jackie Wilke is the Vice President and Advisor Consultant at First Trust, a role she has held since October 2017. In this position, she focuses on serving financial professionals and teams, helping them develop client-focused businesses through innovative business development and practice management strategies. Wilke emphasizes the importance of modernizing how financial professionals communicate and deliver value, particularly to women investors and multi-generational families.
Her background includes various roles at First Trust, starting as an Internal Wholesaler and progressing through positions such as Social Media and Digital Marketing Associate, and Advisory Practices Consultant. Her expertise encompasses niche advising, branding, client experience, and digital marketing strategies aimed at enhancing client engagement and driving growth for financial advisory practices.
In addition to her professional responsibilities, Wilke is an author, speaker, and consultant, actively sharing insights through her blog, "Insights & Innovations," which focuses on business development for financial professionals. She holds a degree from Butler University and is based in the Greater Chicago Area.1
Highlights
👎🏼No more JUNIOR advisors
Well, no more calling them “junior”
Affluent clients don’t want anything less than the A-players
And you’ve hand-selected your human capital so don’t give a perception of them being on the JV squad
👍🏼
Instead, elevate the next gen in the eyes of clients and prospects
Had a call with a team today with a great rebrand and reframe:
💪LEGACY advisors
🙌🏻
Anyone else?
First Trust Advisor Consulting Group
🚀A secret to a great conference season?
Pick ONE thing to implement once back
🤯I know, I know, it’s hard! You’re filled with ideas, inspiration, energy post-conference
If you’re like me, your phone’s notes section is full
SO
🤩We joined a select group of elite professionals at Raymond James in Pure Michigan
This group is some of the best of the best
💡One advisor shared a great idea on how they navigate conf season:
🧑🏾🏫👩🏫👨🏼🏫Every time a team member goes to a conference they have to teach the rest of the team one idea that they learned as soon as they get back
📉The longer we wait to take action, the less likely we are to ever do it
1️⃣One of my takeaways:
Create your multigenerational team with the mindset of it being one of the greatest acts of service for your clients and their loved ones
⛓️Communicate it as a transfer of confidence
🔑Your next gen professionals are already hand selected and ready to build relationships with clients’ next gens
Thank you for having First Trust as part of the agenda!
Tyler Sigler IV Mark DeKorne
PS- if you’re ever in traverse city, MI, you have to try Trattoria Stella 🍝
