Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Jackie Wilke - You Are the Most Unique Thing About Your Business
Manage episode 322864720 series 1454631
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
287 tập
Manage episode 322864720 series 1454631
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
287 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.