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Mar 3, 2020

In the 2020's, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it's power.

This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts

Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.

About Kerry Ryan: Kerry Ryan, Director, Global Go to Market, Wealth & Asset Management at Salesforce. In her role at Salesforce, Kerry works closely with Sales, Marketing, Customer Success, Enablement, Product & Innovation teams to support the digital transformation and business growth of both wealth and asset management firms globally.

About Salesforce: Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

To receive a 30 Day Free Trial to YCharts, send an email to and mention Wholesaler Masterminds.