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First Trust ROI Podcast
Ep 10 - Jackie Wilke - How Are Elite Teams Serving the Next Generation of Investors? - ROI Podcast
Dec 18, 2023
31:03
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
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