Thursday Email - Jackie Wilke

October 12, 2023

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Cultivating Authenticity and Bridging Generational Gaps in Financial Services

In our conversation with Jackie, we emphasized the importance of authenticity in finance, highlighting the value of being unique as advisors to differentiate and serve clients better. We also discussed bridging generational gaps through education and personalized client engagement, with a focus on understanding client motivations and leveraging technology for effective communication.

Jump to this:

[21:46] Choosing relevant channels for reaching the target audience, such as webinars, LinkedIn, and email newsletters. Also, curating content for maximum impact.

[40:41] Unconventional approach emphasizing money, mind, and happiness. A different, uncomfortable mentality focused on money, mind, and happiness. Important to find balance.

The best is ahead!

-Matt