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Jackie Wilke

Studying Success and Teaching High Return Practices - Financial Professionals, RIAs and Firms - Modern Business Development & Marketing - Women, Next Gen, Family Wealth - Author: Insights & Innovations
Greater Chicago Area
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Jackie Wilke

Studying Success and Teaching High Return Practices - Financial Professionals, RIAs and Firms - Modern Business Development & Marketing - Women, Next Gen, Family Wealth - Author: Insights & Innovations
Greater Chicago Area
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First Trust's Vice President, Advisor Consultant, Jackie Wilke, applies her expertise in modern business development strategies, coaching, consulting, and presentations to build client-focused businesses. Jackie helps financial professionals, teams, RIAs, and firms identify, design, and execute growth-focused strategies. Jackie advocates for the financial professional to evaluate if their value proposition in communication and delivery aligns with modern multi-generational families, next-gen investors, and women investors. Her social media and digital marketing experience includes transforming data-driven insights into repeatable processes and strategies for a high-tech/high-touch client engagement, spanning events and experiences, virtual and digital growth strategies, and content marketing.

Jackie holds a Bachelor of Science in Spanish and Business Studies with a focus on economics from Butler University. As a foodie and wine enthusiast, Jackie enjoys traveling, being active in yoga/hiking/spin class, and has interests in fashion, technology, and reading books such as "How I Built This" podcast.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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