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Sep 11, 2018

In this episode, sponsored by Money Management Institute's Center for Distribution Excellence, we interview: Jeff Carlin, CFA, Senior Managing Director, Head of U.S. Retail Distribution at Nuveen.

Jeff is Senior Managing Director and Head of U.S. Retail Distribution at Nuveen. He is responsible for leading...


Aug 28, 2018

Of the 150+ episodes we have done, these three stand out as some of the most listened to of all.

Storytelling: The Wholesaler’s Secret Weapon with Rob Salafia (skip to 02:16) (link to accompanying article)

Rob Salafia is a speaker, executive coach and corporate storyteller. He combines two decades of experience as a...


Aug 21, 2018

In addition to the six (6) questions we pose to all leaders, we also explore the state of women in our distribution community.

Anne Steer joined Congress Asset Management in 2015 as Head of Distribution for the firm. She manages sales, client service and marketing, and is responsible for developing and executing the...


Jul 31, 2018

Of the 150+ episodes we have done, these three stand out as the most listened to of all.

Daily Habits of Highly Profitable Wholesalers with Laura Stack [skip to 01:36] [link to accompanying article]

Developing the Mindset of a Champion Wholesaler with Dr. Jack Singer [skip to 25.41] [link to...


Jul 17, 2018

How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?

What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn? 

In this episode, sponsored by Money...