Jessica Jacobsen

Strategy and Experience Alchemist

Jessica Jacobsen is a WGP Strategy Expert and our resident Experience Alchemist. She guides financial advisors and their teams in elevating and optimizing their client experience, resulting in strong multi-generational connections, enduring client loyalty, and repeatable, data-driven successes.

About Jessica

Jessica believes the key to successful marketing for financial firms is focusing on what makes them truly unique. While many tout tools, solutions, or jargon-laden industry terms, the best in the business know that presenting their authentic selves from the start results in stronger client advocates and deeper business relationships.

With more than 20 years of experience in advertising, marketing, and financial services, Jessica helps teams identify their unique abilities within saturated markets and implement strategies that propel their brand value to drive the firm’s client acquisition and strategic growth.

Jessica has earned and maintains her Series 7, 66 and SIE Registrations.

A Conversation with Jessica

Why is our team so good at what we do?
We recognize that no two firms are alike, and thus, marketing strategies should play to their distinctive strengths.

What gives you the most energy about what you do?
I deeply value connecting with teams from across the country. I enjoy helping them expand their impact through thoughtful fact-finding, creative problem-solving, and serving as an extension of their team. I also love digging into the operational element of marketing to make initiatives repeatable and efficient.

What’s your favorite WGP value?
Empowerment. I feel like the work I do makes an impact within our firm. The team has the autonomy to create and execute valued and appreciated ideas while being challenged to become the best version of our professional selves.

What’s your superpower?
Loyalty

One fun fact, secret talent, or guilty pleasure?
I love music! In my former career I worked at a record label and for several entertainment magazines. I would be a music supervisor in another life.

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“They are the solution to a problem you don’t even know you have.”

The WGP team is a treasure to our firm. They are wise and talented, coming up with ideas and language so remarkable I often break into applause when they present their work. They are the solution to a problem you don’t even know you have. There aren’t enough accolades for this team. My only wish is that we would have found them 10 years ago.

“I’m constantly amazed at the knowledge and skills of the WGP team!”

Whole Growth Partners have been exactly that – partners. From our first interaction to our biweekly meetings a year later, every conversation has added value. Darcy and the entire team have guided us through things like elevating our digital marketing (including expanding into video), hosting our first virtual event (which was a huge success!) and everything that went into updating and re-launching our brand. I’m constantly amazed at the knowledge and skills of the WGP team as they challenge our team to do even better for our clients.

“They elevate and support my marketing team.”

WGP has provided a valued partnership to elevate and support my marketing team, helping us be more effective, think differently, and expand our firm’s impact with both our clients and community.

"They get us!"

They just “get” us. From the first time I sat down with Laura, to our ongoing collaboration with Darcy and the WGP team, our team feels that Whole Growth Partners really listens, understands, and works with us on strategies that aren’t just a cookie-cutter approach. We appreciate their energy and their persistence in always moving us forward!

"They're a game changer!"

Working with Whole Growth Partners has been a game changer in our business. We’ve had great ideas in the past, but executing them was a consistent issue. WGP has been able to work with my team to create a more thoughtful and meaningful voice for us and our marketing. It’s been beyond our expectations. Thank you WGP!

"They're just brilliant!"

We knew we wanted to be more purposeful in our marketing. The team at WGP created a revenue-generating strategy and activation plan that creatively combines philanthropic impact with client acquisition. They’re just brilliant!

"The team at WGP combines some rare qualities."

When one of the most respected Managing Partners I knew started working with Whole Growth Partners, we knew we had to partner with them too. The team at WGP combines some rare qualities – the ability to quickly and thoroughly understand our business and our markets, great creative instincts and a relentless focus on ROI. They are accessible, organized and focused on helping us grow our firm.

"We are accomplishing so much!"

Our team has really enjoyed working with Whole Growth Partners this past year. They’ve helped us prioritize our marketing and business development, while also sharing creative content that expresses our value proposition and capability. With their guidance, we are accomplishing so much!

"WGP helped bring our vision to life!"

The Whole Growth Partners team has been so flexible and collaborative. They simplified something that felt very complex and foreign to us, helped us create a vision, and then worked with us to create an accessible timeline to bring our vision to life. WGP is a natural extension of our team and there are no words to express how grateful we are to work with them.

“They're our marketing super power!"

Whole Growth Partners was critical in helping position our firm as a leader in the diversity and inclusion space, especially at Orlando Business Journal D&I events. WGP accelerated our brand with thoughtful touches and actual D&I representation that was so much more valuable than simply claiming our role in this space. WGP brought our brand to life, and we trust their leadership and magic touch. They’re our marketing super power!

"They've made a significant difference in our marketing."

“The Whole Growth Partners team has delivered high-quality, targeted branding for our office, while taking the worry out of the day to day logistics. Their commitment to excellence in working with us has made a significant difference in our marketing strategy.”

"They challenge me to think differently!"

“The team at WGP provides tangible, client-focused marketing ideas for my business. A trusted partner, they do a great job of challenging me to think differently and get out of my comfort zone!”