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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Maureen Wilke
President at Wilke and Associates, Inc.

Profile

Well known speaker, author, and trainer, Maureen Wilke, has worked with thousands of advisors and RIAs to not just know clients, but to connect with them and their families and take a practice to the next level.

She brings this valuable experience to the delivery of The CONNECTED Advisor business development programs and her book, The Connected Advisor: 8 Months to Build Your Extraordinary Practice. They focus on:

  • Retaining and growing top clients
  • Systematizing referrals
  • Capturing 401(k) rollovers
  • Communicating with the Next Generation

Each strategy includes a blueprint, “how to” steps, templates, and advisor success stories.

Maureen Wilke is known for delivering dynamic sessions for firms and industry conferences including Morningstar, Focus Financial Partners, FPA, Redtail CRM, LPL, Advisor Group, the Money Management Institute (MMI), the Family Wealth Alliance, Morgan Stanley, Merrill Lynch, UBS, Wealth Management.com, Investment News, and others.  

Her background includes being a Managing Director with Guggenheim Investments (formerly Claymore Advisors) and National Marketing Manager for Nuveen investments responsible for Advisor Programs.   


Agenda Sessions

  • Strategies to Attract and Retain Younger Investors

    1:55pm

Speakers at this event