Episode description
Tune in to hear:
- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board?
- Are there specific examples of advisors who have created a unique experiential piece for their clients. If so, what did these experiences look like?
- Where do we get it wrong as an industry around some of the most discussed buzzwords?
- What is a common misunderstanding about next generation investors?
- How can one resolve the catch 22 of being intentional about crafting themselves as a brand while remaining authentic?
- What exactly is human capital beyond its obvious connotations? What benefits can teams accrue by really focusing in on this?
- How are advisors able to effectively standout and differentiate themselves when the services they offer are, realistically, quite similar to many of their competitors?
- What is it that has allowed First Trust to build a successful business in the world of asset management at a time when many of the broader industry trends are going against them?
https://www.linkedin.com/in/jackiewilke
Compliance Code: 0429-OAS-3/9/2022