Maintaining Visibility with Jackie Wilke Ep. 165

Join Duncan McPherson of Pareto Systems as he chats with the esteemed Jackie Wilke from First Trust portfolios in Atlanta. Discover the game-changing "20-minute ask anything session" strategy that’s reshaping client interactions. Dive into the importance of proactive communication and learn how to elevate the client experience. Don’t miss Jackie’s invaluable insights; follow her on LinkedIn and tap into the future of financial advising today!

Click here to watch on YouTube

For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com