In 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 changing the financial advisory landscape and why human-to-human relationships remain invaluable.
- Segmentation and Intentionality (05:33) – Learn how advisors can balance serving legacy clients while focusing on high-net-worth individuals with tailored service models.
- The Value of Strategic Partners (08:09) – Jackie discusses how partnerships with specialized professionals can deepen client relationships.
- Building Multigenerational Teams (26:28) – Explore the importance of mentoring next-gen advisors and fostering collaboration between generations.
- Proactive Growth Strategies (17:23) – Jackie shares how intentional marketing through existing clients can bring in highly qualified leads.
Jackie Wilke: "You are the most unique thing about your business. Relationships are built with you, not the services or the tools you use.”
Rob Brown: "It’s all about being intentional—whether it’s pricing, team building, or growing your client base, intention turns ideas into results.”
About Jackie Wilke: Jackie Wilke is a trusted authority, coach, and speaker for modern business development, known for her strategic insights and results-driven approach. She studies and guides elite professionals and enterprises toward future-focused growth, with a special emphasis on the evolving influence of women, new generations, and multi-generational families. Jackie shares "what's working" for elite professionals as the author of the Insights & Innovations blog.
Connect with Jackie Wilke:
Website: http://www.ftportfolios.com/
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