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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...


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 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 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...


Jun 26, 2018

How do our most senior leaders 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?

Welcome to The New Wholesaler Masterminds Radio Show and this special series of...