20 Years of Wholesaling

from Internal Use Only · host Dan Sullivan

Send us Fan MailToday's guest is an industry veteran with 20 years of experience. He's covered all channels (retail, RIA, institutional) and nearly all product types, especially for active managers. We discuss how the wholesaling role has evolved over time, lessons he's learned from a sales mentor, and wholesaler compensation structure. We also share stories from life on the road; including a ridiculous costume during his first-ever client event.Support the show

Episode metadata supplied by the publisher feed · Published Mar 26, 2021

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20 Years of Wholesaling

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This episode is 59 minutes long.

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This episode was published on March 26, 2021.

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