Maureen Wilke

Maureen Wilke is the president of Wilke and Associates, Inc and an industry known practice management consultant and marketing specialist who works closely with financial advisors to help them take their practice to the next level. She is the author of The CONNECTED Advisor training programs for financial advisors and a contributor to many industry publications. See her LinkedIn profile.

Maureen Wilke
Displaying 23 results
NEWS OPINION APR 20, 2009
Use technology to streamline client communications

To communicate with both ends of the client spectrum, top advisers employ technology to make processes predictable, sustainable and repeatable

YOUR PRACTICE PRACTICE MANAGEMENT APR 13, 2009
Retain top clients through a simple communication plan

Clients are anxious and likely to bolt. A study last fall by wealth analyst Russ Alan Prince found that 81% of those with $1 million or more in investible assets plan to take money away from their current adviser.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 31, 2009
Take action with your retirement advisory board

If you have just come back from the <i>InvestmentNews</i> Retirement Summit, you are probably thinking about how to let clients know you are a resource for their retirement needs.

Previous