Behavior-based personal development for financial services companies
Wilke & Associates
Building Stronger Advisor practices; designing and creating internal learning platforms and training sales people on a consistent sales process.
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.