Nov 27, 2018
We ask all the time: What's your MQ: Memorability Quotient®?
If you're not sure, or you're looking to refine the one you have, then this discussion with Jay Baer is mandatory listening.
About Jay: Jay Baer helps businesses clone their customers.
He is a 7th generation entrepreneur, has...
Oct 30, 2018
Will emerging technologies, passive investing and fee compression kill the wholesaler?
What does the future of asset management sales look like?
Our guests are David Ristau and Jeff Baker from HiddenLevers, the premier portfolio stress testing platform for financial advisors.
Download the Death of a Wholesaler PDF...
Oct 9, 2018
In this episode, sponsored by Wholesaler Masterminds® Schedulers, we interview: Kevin McGarry, National Sales Manager, Nationwide Mutual Funds.
Kevin McGarry is Vice President of National Sales for Nationwide Mutual Funds and leads the distribution and sales efforts for the Nationwide Funds Group. Kevin has more than...
Sep 25, 2018
In this episode, sponsored by Wholesaler Masterminds® Schedulers, we interview: Chad Mueller, Head of Annuity Sales for CUNA Mutual Group.
In this role, Chad is responsible for leading the MEMBERS® Products wholesaling organization, developing and executing the go-to-market wholesale distribution strategy, and...
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...