Maureen Wilke featured in Investment News
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The CONNECTED Advisor is a dedicated team of financial industry professionals with extensive experience in training thousands of financial advisors. The goal of The CONNECTED Advisor is to help advisors identify the systems they need to be more profitable and keep moving to the top. Finding these one-degree of changes in their business helps build an extraordinary practice.

 
 

Maureen Wilke, Co-Founder

 
 

Maureen is a recognized industry speaker, practice management specialist and trainer delivering cutting-edge workshops that increase wealth management advisors and teams profitability. Passion and execution drive successful programs and that is what our team delivers.

With over 17 years of senior wealth management, sales and training roles with highly regarded firms, including Nuveen Investments, Maureen is able to develop and deliver powerful training experiences. The foundation of The CONNECTED Advisor is grounded in connecting advisors with their clients at a much deeper level. Maureen integrates her experiences from working successfully with thousands of top financial advisors to take an advisor's professional practice to the next level – one step at a time.

Maureen has contributed to Bank Investment Consultant magazine and led industry calls for On Wall Street magazine. Her passion for learning encompasses executive seminar programs at the University of Chicago and Northwestern University, and renovation of homes. Maureen resides with her husband and three girls in Wheaton, Illinois, is active in the PTA, is a soccer parent coach, and “Finds a Win Every Day.”

 
 

Steven Drozdek,
Financial Advisor Coaching/Training, Strategic Partner

 
 

Steve brings our clients a combination of working with top advisors in both investment strategy training and coaching. Involved in financial services since 1974 -- first as an advisor (stockbroker) for 6 years, then as a sales trainer for Merrill Lynch where he trained over 20,000 new and experienced advisors and eventually became the Manager of Professional Development for the firm.

Since 1990 he has trained an additional 30,000+ financial advisors and written over a dozen books on sales, management, and best practices for financial professionals. He is the founder of Koaches Korner, a regular speaker at industry conferences and has numerous articles published in a number of financial journals. In addition, he is a regular contributor to various financial industry publications.

 
 

Rick Wilke , Technology

 
 

Rick co-founded Wilke and Associates, Inc. with his partner in 1998 and brings his clients a diverse range of abilites to develop robust web sites and internet solutions. He has spearheaded several successful business ventures and worked closely on projects with banks, a financial investmestment firm, international companies, and direct marketing firms. His unique skill set, coupled with his knowledge of the industry and web site developoment, provides dynamic business solutions to advisors.

In addition to extensive experience, Rick has stayed apprised of new Internet development trends and technology tools to gain a competitive advantage. His advanced studies include Illinois Institute of Technology UNIX System/C C++ Programming Certification, a MCP (Microsoft Certified Professional), and I-NET+ certified and Certified Web Master. He is working on his MCSD certification.

 
   
 

Sara Pearsaul Vice, Strategic Partner Editorial and Communications Director

 
 

Sara Pearsaul Vice brings her experience as a writer and communications consultant for major corporations and educational institutions to our team. She has provided editorial and communication solutions to firms ranging from start-ups to FORTUNE 500 companies, including strategy, planning, project management and writing. She specializes in creating custom publications and has worked with Continental Bank (Manager of Corporate Marketing), Bank of America, Baxter, LPL, Oakridge Investments, Discover Card, Harris Bank, The Tradeshow Network Marketing Group, the University of Chicago, and Zurich Life. She also has been a freelance reporter for the Chicago Tribune.

 
 

Jim McKenzie, McKenzie Creative, Strategic Partner

 
 

Jim McKenzie brings over 17 years of creative communications experience to our clients. His expertise is focused in video production, animation, visual effects, web development, and corporate branding. With his vast experience, Jim has created solutions for firms including JPMorgan, Lazard Asset Management, Chase, Van Kampen, McDonald’s and and Sears.

 
     
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