This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Jackie Wilke. Jackie is a speaker, author, consultant and coach for select partners of First Trust. Her focus is businesses development and innovation including expertise in helping financial professionals, teams, and the next generation of high net worth individual/households and multi-generational families. She is the author of Insights & Innovations, a business development blog for financial professionals and enterprises.

SHOW NOTES

Tune 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 themselves as a brand while remaining authentic?

- What exactly is human capital beyond its obvious connotations? What benefits can teams accrue by really focusing in on this?

- How are advisors able to effectively standout and differentiate themselves when the services they offer are, realistically, quite similar to many of their competitors? 

- What is it that has allowed First Trust to build a successful business in the world of asset management at a time when many of the broader industry trends are going against them?

https://www.linkedin.com/in/jackiewilke
 

Compliance Code: 0429-OAS-3/9/2022
 

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