• Home
  • Embracing Disruption: The Future of Client Acquisition, Engagement

Embracing Disruption: The Future of Client Acquisition, Engagement

  • 12/09/2020
  • 12:00 PM - 1:00 PM
  • Vitual

Registration


Registration is closed

"Embracing Disruption:  The Future of Client Acquisition , Engagement"

This presentation answers two critical business development questions: “What are today’s opportunities for evolution, as a result of the disruption to our client experience and acquisition process?” and “What innovations are needed to prepare for the future of growth and engagement?”.  (Focuses include communication, branding, digital and virtual, client experience, acquisition, technology integration, next gen preferences, working across multi-generational families)

Presented by Jackie Wilke, Vice President

First Trust Portfolios

   

Jackie Wilke is an Advisor Consultant at First Trust Portfolios L.P. She works with select financial professionals, teams, RIAs and enterprises across the U.S., Canada and Mexico via presentations, one-on-one coaching, webinars and program development. From understanding the evolving preferences of investors, designing the client experience and implementing processes for sustainable growth, Jackie helps integrate proven processes and strategies.

  • No charge for FPA Members and Partners (must log in to register)
  • Non-members are welcome ($25 for first meeting, $50 for subsequent)

Submitted for 1 CFP credit

Copyright © 2019 Financial Planning Association of Rhode Island

2400 Post Road, Warwick, RI 02886

Powered by Wild Apricot Membership Software