Achieve Mastery of Family Dynamics With Jackie Wilke
Jan 06, 2022•1 hr 1 min
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Episode description
As aging clients transfer their wealth, advisors often yearn for a lasting relationship with their beneficiaries down the road. However, getting introductions to clients’ family members can be a challenge! In this podcast, Duncan speaks with Jackie Wilke, vice president, advisor consultant at First Trust. They unpack strategies to help you attract and retain clients … Continue reading Achieve Mastery of Family Dynamics With Jackie Wilke →
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