Maureen Wilke
President, Wilke & Associates
Sales and practice development expert with over 25 years of experience helping financial advisors and distribution teams strengthen client acquisition, retention, and growth. She designs training platforms and delivers workshops for leading firms and industry organizations, equipping advisors with consistent and scalable sales processes.
About Maureen
Maureen Wilke combines over 25 years of sales, marketing, and training experience with best practices from the financial advisors and distribution groups she has worked with, to build proactive financial teams. This includes developing on-line education and sales training centers for the Money Management Institute, the Family Wealth Alliance and other firms. This includes dynamic workshops at industry conferences, top advisor meetings, and virtual sales trainings for firms including Clients include Morgan Stanley, Merrill Lynch, UBS, LPL, Focus Financial Partners, AXA, FPA, Wealth Management.com, Investment News, Redtail, and Morningstar.
Maureen’s book, The Connected Advisor: 8 Months to Build Your Extraordinary Practice and programs give financial professionals a competitive edge by providing the blueprints, step-by-step instructions, and advisor success stories for acquiring and retaining affluent clients.