Tag Archives: Client Relationship Management

Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke (Ep. 60)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , , , , , ,

Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning?

Remember, it’s not your client’s responsibility to introduce you and it’s not the family member’s job to ask. You must be proactive and cultivate relationships across the family tree!

In this enlightening and highly relevant episode, Duncan MacPherson speaks with Jackie Wilke, VP of Advisor Consulting at First Trust Portfolios. They provide a step-by-step guide to progressively foster relationships with your clients’ family members (including the next-gen wealth inheritors).

They discuss:

  • How to initiate the conversation with the “family phone call”
  • How to position yourself as a valuable resource for the client’s family (you must lead with a give, not an ask!)
  • Major opportunities to create educational content and develop social proof
  • Connecting with the sandwich generation
  • The sweet spot between high-tech and high-touch
  • How to adapt to the evolving needs of the next-gen
  • And more

Resources:

Connect With Duncan:

Connect With Jackie:

Promotions:

About Our Guest:

Jackie Wilke is a speaker, author, consultant, and coach for select partners of First Trust, a firm known not only for its robust investment product line which includes UITs, ETFs, SMAs, and VAs (to name a few) but also for its commitment to the growth of financial advisors. Jackie’s focus is business development and innovation including expertise in helping financial professionals, teams, and the next generation of high-net-worth individuals/households and multi-generational families. She is also the author of Insights & Innovations, a business development blog for financial professionals and enterprises.

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Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern

Automate, Engage and Retain: The Future of Marketing in Finance with Kevin Mulhern (Ep. 41)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , , , , ,

Do you want to attract, engage, and retain clients without having to spend too much time on tedious marketing tasks?

In this episode, Duncan MacPherson speaks with Kevin Mulhern, CEO and co-founder of AdvisorStream, a digital marketing platform for financial advisors. They talk about making small tweaks to achieve organic growth, focusing on relationship management and automated marketing.

They discuss:

  • How AdvisorStream helps advisors deliver highly personalized content through a data-driven approach
  • Three key drivers to exceed expectations: needs-based, values-based, and goals-based
  • Biggest reasons why clients leave advisors (and how to tackle them)
  • Empowering your network to become referrers by giving them something to talk about
  • And more

Resources:

Connect With Duncan:

Connect With Kevin:

Promotions:

About Our Guest:

As an entrepreneur who brings a deep background in the financial service industry, Kevin’s passion has always focused on developing solutions for firms and advisors that create efficiencies, streamline workflow, drive new business and deliver measurable ROI.

During his career, Kevin has worked for both large and boutique wealth management firms while developing a rich background in new media, big data and web-based services. After witnessing a growing need for marketing automation, he brought together a team of like-minded technology and experienced industry experts in 2013 to launch the award-winning AdvisorStream digital marketing platform. Today, AdvisorStream successfully automates millions of personalized communications each week for Advisors across the US, Canada and the UK.

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