Hello Blue Vault!
I’m thrilled to represent First Trust at the Blue Vault Alts Summit! The modern investor is unlike any we’ve seen before, with more access to information, people, products, solutions, the market, technology, and A.I. Not to mention, all the money in motion.
What does that mean for the financial professional of tomorrow?
The human-to-human element will be more important than ever: high-tech, high-touch, hybrid. Many investors care more about who you are as a professional and a person, not where you are geographically. They expect more services, like tax, estate, charitable giving, intergenerational planning, behavioral coaching, and technology integration.
Access to alternative investments is a priority for many high-net-worth individuals, especially the younger generation. Marketing alternative solutions to those building and inheriting the trillions of dollars of the great wealth transfer is an edge professionals are taking advantage of. This is why First Trust is investing in resources and solutions in the alternatives space.
To maintain capacity and deliver this highly relevant value, forward-looking professionals are becoming laser-focused on being all things to some people, becoming the one-stop-shop, first phone call and strategic facilitator.
Join me at Alts Summit 2025 to discuss exactly how elite professionals are getting 2030 ready with their marketing. We’ll go deep into how to leverage the 4-C Framework (Content, Channels, Curate, Consistency) to attract your ideal clients and active more advocates.
Looking forward to seeing you all there!
Jackie
First Trust Portfolios L.P. is not affiliated with Blue Vault.
