Maureen Wilke

Maureen Wilke is a sought after speaker, author and practice management coach. She has become the go-to expert on practice management for numerous Fortune 500 companies. Maureen coaches thousands of advisors each year through her Connected Advisor program. Her new book, The Connected Advisor, shows advisors how to establish an extraordinary practice using her 10-step proprietary program that includes attracting more top-tier clients, developing a unique brand, integration of social media, high-impact communication, more referrals, time-saving strategies and a special focus on what she defines as “the $2 trillion opportunity” (the retirement investment market). Maureen is known for her ability to connect to her audiences with enthusiasm and passion, while weaving in stories about other top advisors who have successfully used her strategies to build their businesses. Advisors throughout the U.S. have benefited from using her step-by-step approach. According to Maureen, “Financial professionals are busy meeting with clients and running a business. They need a system and a coach to help build a repeatable process that is turnkey and compliant.” Maureen provides professional guidance that helps advisors find the time and freedom to be in front of the right clients and prospects, with the right communication, at the right time Maureen’s guest column for Investment News, Capture the Retirement Market series, is distributed to more than 40,000 subscribers. She has more than 20 years of marketing, sales and training experience, and has held such positions as Managing Director for a Chicago firm and National Marketing Services Manager at Nuveen Investments. TOPICS • Brand Your Practice and Justify Your Fees • Define and Deliver “Platinum” Services for Top Clients • Deepen Relationships with Client Advisory Boards • Engage Top Clients with Lifestyle Events • Uncover Referrals and Assets through Client Reviews