September Webinar
The Family Phone Call: 10 mins to Multi-gen Relationships

Wednesday, September 23rd
12:00pm -1:00pm
Zoom

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Elite financial professionals know their clients’ family trees hold tremendous opportunity for growth as well as the potential for asset attrition risk. However traditional or untraditional the family tree, “The Family Phone Call Process” overcomes the initial barrier and results in a warm, proactive introduction to family members of existing clients. As one of Jackie’s most requested programs, this masterclass takes financial professionals step-by-step through designing and deploying a scalable process that elevates their client experience and gives them access to building relationships across generations. Starting with an audit on their existing client base, this program makes it as simple as possible, including scripts, checklists and timelines.

Learning objectives:

• How to assess wealth-transfer related risks and opportunities within the top 20% of your business
• How to deliver multi-generational solutions that elevate the client experience, build deeper relationships and create professional contrast
• The key mistakes to avoid
• The Family Phone Call Process, including scripts and timelines

Jackie Wilke is a highly requested and respected expert in practice management and business development. She studies the success of forward-thinking financial professionals and enterprises, then delivers those proven processes as a keynote speaker, coach, consultant, and content creator.

Since joining the Advisor Consulting Group in 2015, Jackie has helped numerous financial professionals and firms build their ideal business with their ideal clients by focusing on Process, Planning, and People. Through discovery, she understands where individuals and teams currently stand, then leverages her passion, expertise, and innovative spirit to help them identify and achieve their goals with a tailored approach.

In a world of commoditization and democratization, she believes a human-centric foundation and going beyond the money is more important than
ever before.

Granted 1 CEU from the Oregon Insurance Commission

Granted 1 CEU from the CFP Board