Jeff Ringdahl has spent 25+ years in the industry, most recently as President and CEO of Resolute Investment Managers (~$80b AUM). He joins today's show to offer his perspective on how senior leadership interacts with sales/distribution efforts...

2024 Fantasy Football Draft - Wholesaler Edition. The guest and host draft 7-man rosters of thing sales people (wholesalers) typically experience. 

Inspired by nearly 2 decades as wholesaler, Alex Knight recently co-founded  Asset Align . Asset align helps individuals access financial planning resources at no cost, and helping advisors get mat...

Mark Warren spent close to 4 decades as a wholesaler and divisional manager. He joins today's podcast to talk about 5 risks that wholesalers experience, and ways to overcome those risks. 

Steve Seid, Divisional Manager at Touchstone Funds, joins today's show. He shares perspective on managing a team of wholesalers and 5 main factors driving their activity and engagement with advisors.Please note that this content...