First Trust

Coaching, training, presenting to advisers across the country on cutting edge solutions to take their practices off autopilot and into growth.

Areas of expertise:
- Niche Advising: how advisers find and specialize in serving a sweet spot of individuals that exist where their ideal client and ideal practice meet. 
Benefits include an enhanced client experience, potential for organic growth and stand out among competition
- Branding: articulating your value, developing a brand identity, marketing and events
- Client Experience: coaching and consulting to building total client engagement with the 5 elements of the client experience 
- Social Media
- Digital Marketing 
- Tech Tools

Vice President, Advisor Consultant

- Associate for developing and supporting First Trust’s international expansion into Europe, Latin America and Offshore Markets through developing marketing strategies to target international audiences. 
- Created localized marketing documents and materials specific to each country or region.
- Strategized with sales teams to assess needs and strategize on campaigns. 
- Organized marketing efforts, kept timelines and ensured deadlines were met.
- Commuted between the U.S. and London and worked with both management teams.

International Marketing, Associate

Inside Specialist for Alabama & Florida Panhandle, previously Mississippi and Louisiana 
- Inside sales representative in a highly competitive and collaborative environment. 
- Covered two Mississippi and Louisiana for the first 1.5 years before being promoted to Alabama and the FL Panhandle for the remainder of my time. 
- Took an entrepreneurial spirit with my external to run the territory as our own business including an innovative business plan with quarterly reviews, goal setting, territory management and sales ideas based on current market conditions.
- While covering the AL and the FL Panhandle, we exceeded sales expectations and consistently stayed within the top 20 out of 53 territories in rankings each quarter by growing our percent of firm. 
- Took a consultative sales approach to be a business partner to advisors with a focus on understanding and meeting advisors’ needs.  Developed and maintained a growing base of clients.
- Drove sales through outbound call campaigns, sales emails, events, meetings, and presentations, including travel to the territory for meetings and events.
-Took ownership of ongoing product and industry education as well as led my fellow internal wholesalers in sales ideas and training.

Internal Wholesaler

Nordstrom

- Divided time between Management Development, Sales Experience and Manager Shadowing
- Achieved highest Sales per Hour out of 2010 Intern Class
- Continually met and exceeded personal, department and store goals
- Enjoyed working in a team environment

Michigan Avenue Store Intern

Excelled in customer relations and personal sales.
- Maintained expertise on our products and trends while meeting individual needs.
- Built positive customer relations through following up on purchase satisfaction. Went above and beyond for the best customer service.
- Built a base of personal customers and repeat business. 
- Used calling campaigns to reach out to other customers to foster new or more frequent business with information regarding new product or sales. Including warm and cold calls (30 calls a day on average)
- Worked in a commission based sales environment. Repeatedly met and exceeded sales goals, even achieving highest sales per hour in my 2010 intern class. 
- Comfortable in a fast paced environment

Sales Associate

City of Chicago

- Worked under the marketing director to learn logistics, rules and regulations
- Coordinated community and department events
- Wrote department Press Releases
- Translated informational flyers into Spanish 
- Overall, Increased awareness of department programs citywide and across languages through marketing and PR.

Mayor's Office for People with Disabilities: Marketing and PR Intern

Innovative Business Dev & Practice Management | Proven Strategies of Future-focused, Next Gen Financial Pro's & RIA's | Women, Next Gen, Family Wealth | Author: Insights & Innovations

Speaker | Author | Consultant | Coach | Content Creator | Avid Learner

At First Trust, we are all-in on serving financial professionals and teams, and the folks that serve them, building client-focused businesses. A large portion of those resources are dedicated to helping them work ON their business with practice management and business development resources in the Advisor Consulting Group. 

If you are a growth-focused financial professional, team, RIA or firm, I can help you identify, design and execute modern business development strategies.

The value the financial professional provides investors has been disrupted. It's critical for financial professionals and teams evaluate if their business communicates and delivers value that's relevant, especially to:

- women investors
- next gen
- multi-generational, modern families

Modern value is rooted in: Process, Planning, People

In my role, I have the unique opportunity to study success, accessing what the best in the biz do really, really, well. 

Then, I translate those insights into repeatable processes and strategies through:

- One on One consulting (from individual to firm level)
- One on One Coaching
- Presentations
- Insights & Innovations (biz development blog-- as your First Trust wholesaler to get added and join 6,000+ financial professionals already signed up!)

(client engagement through high tech/high touch, working across the family tree, events and experiences, activating clients for referrals, virtual and digital growth strategies, content marketing, lead and demand generation, becoming all things to your target audience or niche market and more)  

Interests: foodie, travel, fashion, wine, being active, entrepreneur, learning, reading, yoga, hiking, spin class, How I Built This podcast, technology, business development

Last week we wrapped up our last SIF of the year!

These meetings are extra special 

💪They’re our opportunity to bring together elite financial professionals to think, discuss, learn, share 

🚀From practice management to fixed income to models to economic and market outlooks to alts, buffered solutions, custom options and direct indexing 

🎯Every agenda is curated to bring DATA to the “critical thinkers” in our industry so they can build better solutions and businesses for their clients, teammates and families 

As our CEO Jim Bowen says, First Trust is designed to support the advisor because the advisor has one of the most important jobs: to be the guardian of the wealth of the most productive people on earth 

🔥Some major themes this year:

- There is always opportunity in the market (equities, fixed income) 

- The economy and political landscape is tough to navigate right now, but we have two of the greatest political and economics minds to help us 

- We have a solution for every client need because every client is unique 

- Models = time back in your life!

- Outsource, automate, delegate, leverage, eliminate anything that isn’t a high-value activity 

- U/HNWI’s prefer an advisor to tech. The high tech, high touch, high human and being “all things to some people” business model will win 

- Getting your human capital in the right role is key. So is building a multi-gen team 

- Relevancy is critical to winning the wealth transfer 

- Innovative solutions are what U/HNWI’s SEEK: buffers, alts, direct indexing, custom options

- AI will empower the advisors who become students of it 

- Math wins 

- There are amazing this happening in the world around us if we have eyes to see 

- Winning the great wealth transfer (women, next gen, legacy) can be your edge 

- People crave in-person, there’s nothing like it 

- Elite professionals don’t compete with each other, they collaborate



This year we hosted roughly 4,500 advisors between Laguna, Boston, Nashville, Austin, DC, Florida 

30 meetings 

(Yes, our events team is the incredible) 

🌎Thanks to all who joined us in 2025! See you in 2026! 

Honored to share the stage and weeks with the best in the biz 

Jim Bowen, David McGarel, Steve Ritter, Tom Kotcher, Daniel Affetto, Brett Egner, Kate Mittenthal, Angie Cummins, Brian Wesbury, Robert Stein, CFA, Chris Jeppesen, William Housey, CFA, Jeff Chang, CFA, Rob Biddinger, Jonathon D., Ryan Schultz, CFA, Jordan Long, CFA, Ryan O. Issakainen, CFA, Eric Anderson

Jackie Wilke

First Trust | Innovative Business Dev & Practice Management | Proven Strategies of Future-focused, Next Gen Financial Pro's & RIA's | Women, Next Gen, Family Wealth | Author: Insights & Innovations

🎯High-performing advisors… What’s a pain point, opportunity, focus for your business in 2026? 

Last week your First Trust Advisor Consulting Group gathered at our home office of Wheaton IL to plan for 2026 and beyond

Planning for:
- Coaching 
- Presentations
- Programs 
- Resources 
- Tools
- Content

We get to study the success of elite advisors/teams/enterprises, but it always helps to hear from YOU…

🚨What do you need or would you like more support around! 

Like…

- Client experience 
- Working with women
- Marketing 
- Events 
- Digital marketing/linkedin
- Content creation (video)
- Testimonials or AEO
- AI
- Teams and teaming 
- Serving higher net worth individuals 
- Connecting with the next gen and better legacy processes 
- Building deeper relationships 
- Differentiation or professional contrast 
- Working with COIs
- Moving to models 
- Advisor mindset, leadership 
- Other!

If you have a practice management or business development win or success story, let’s hear it! 

👇Drop it all below or send me a message 

Can’t wait for you to see what we’re bringing to the next year and beyond! 

Chris Jeppesen, Kevin Bishopp, Brian Gallary, David Rutherford, Chris Thill, Lewin M. Williams, CSP, Robert Montella

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