Annual Reviews & Goal Setting - Steve Seid (Thornburg)

Send us Fan MailSteve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution community. Follow us on LinkedIn - Internal Use Only Check us out on Instagram for show updates, video clips, and weekly memes.Support the show

Episode metadata supplied by the publisher feed · Published Dec 16, 2025

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Annual Reviews & Goal Setting - Steve Seid (Thornburg)

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