))
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!
Manage episode 350218026 series 3380761
Contenu fourni par Evan J Mayer. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Evan J Mayer ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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 your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
Chapitres
1. 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! (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:12:59)
3. (Cont.) 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! (00:13:40)
86 episodes
Partager
