Advisor Insights
About this webinar:
Fortify & Grow: Winning Multi-generational Wealth & Legacy with Jackie Wilke
Sponsored by First Trust
When wealth goes into motion (death, divorce, inheritance, gifting, liquidity events), firms face asset-attrition risk at the same time as an opportunity to deepen family-wide relationships. This session focuses on how forward-thinking financial professionals, teams and enterprises are retaining and expanding wealth across women, next gens, and families by intentionally growing into the family tree.
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Understanding and delivering relevant value across genders and generations
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Structuring modern legacy conversations, Family Phone Calls, and family meetings
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Applying behavioral finance to influence decisions and outcomes
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Building a multi-generational team to support continuity and growth
Join us for this timely, practical conversation on how to turn moments of wealth transition into opportunities for lasting client relationships and sustainable growth. Discover strategies to help your firm better serve women, engage the next generation, and build meaningful connections across families—positioning your team to retain wealth, strengthen trust, and support a legacy that extends well beyond a single generation.