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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...


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...