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Podcast: For Advisors By Advisors
Episode: For 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!
Description: 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...