Ep 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI Podcast

In this episode, Ryan talks to Jackie Wilke from the Advisor Consulting Group at First Trust about serving female investors, the need to build multi-generational relationships, and the importance of uncovering what’s truly important to investors.

📚 Jackie's Book Recommendation: Wealth 3.0: The Future of Wealth Advising

----------------------------------------------------------------------------------------------
Subscribe Here to the ROI Podcast & other First Trust Market News
Website: First Trust Portfolios
Connect with us on LinkedIn: First Trust LinkedIn
Follow us on X: First Trust on X
Subscribe to the First Trust YouTube Channel
Subscribe to the ROI Podcast YouTube Channel