How’s this for a stat: By 2030, women will control upwards of $30 trillion dollars.*

Researchers at McKinsey & Company also found that women value the role of having their financial professional so much so that they’re willing to pay a premium.

Join us for this conversation with Jackie Wilke, Vice President and Advisor Consultant at First Trust as she shares WHY and HOW elite women financial professionals are building their ideal businesses with their ideal clients, largely focused on women investors.

At over half the population, it’s no wonder the financial services industry is hyper focused on engaging them. However, we know women are not a niche market and, therefore, should not be marketed to, engaged, or served as one.

Hope you can join us to learn more about this powerful conversation!
  • The value revolution and how to embrace the disruption.
  • Building authentically with the power of y-o-u.
  • Influencing human behavior and motivation.
  • Activating magnetic growth with experiences, events, and education.
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    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
    With nearly two decades of experience in sales, marketing, advertising, and public relations, Sarah leads the company's outreach efforts, demonstrating to financial advisors and independent insurance agents the incredible potential they can unlock through branding, lead generation, and social media. Since she joined CreativeOne in 2011, Sarah has empowered countless producers to expand their businesses, teaching them how to increase their revenue while establishing themselves as thought leaders in the industry.

    As CreativeOne's chief ambassador, Sarah passionately communicates how marketing and practice management can propel agents and advisors to new heights in their careers. She plays a pivotal role in our education initiatives, actively recruiting prospective agents and advisors who share CreativeOne's values and vision. Her deep understanding of marketing, coupled with her unwavering commitment to CreativeOne's philosophy, positions her as an influential leader in this ever-evolving field.

    Sarah became a member of the Women in Insurance and Financial Services (WIFS) national network in 2016. She currently holds the esteemed position of National Membership Director and will assume the role of National Education Director for the term 2022-2023. Moreover, she founded CreativeOne's women-only networking group, Creative Women, providing a nurturing space in an industry predominantly led by men for women to collaborate, connect, and exchange ideas. Recently, Sarah was selected to participate in the Central Exchange Year-Long Leadership Development Program, designed to accelerate the careers of women.

    Before taking on her current role, Sarah served as the Director of Marketing Services for CreativeOne, overseeing the annuity channel, marketing programs, and corporate messaging. She also spearheaded CreativeOne's Business Accelerator Credits program, allowing producers to leverage earned marketing credits for services to grow their businesses.

    Sarah holds a bachelor's degree in journalism from the University of Kansas. She and her husband are proud parents to Claire and Parker. Outside of her professional life, Sarah enjoys taking on the role of a room mom, contributing to the social committee of her Homeowners Association, cheering for the Kansas Jayhawks during basketball games, tending to her garden, exploring new destinations through travel, and savoring a glass of fine wine.
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    Jackie Wilke
    Vice President, Advisor Consultant, First Trust
    With over 10 years of industry experience, Jackie is highly requested to work with future-focused, growth-minded financial professionals, RIAs, teams, and leadership. Her expertise in modern business development, practice management equips and empowers professionals to thrive in the new generation of value. She has a focus on women investors, next gen/families, content, marketing, digital and social media, growth, client engagement, communication and more. Jackie is the author of the Insights & Innovations best practices blog.