Lessons in Capital Raising ft. Paul Anderson CFA®

Send us Fan MailPaul Anderson, long-time investment professional and wholesaler, joins today's show. Paul has spent decades in the investment industry and has had a successful sales career working with Institutional, Bank Trust, RIA and Wealth channels. We cover:Navigating the manager selection process with Public Pensions & ConsultantsTricks and tips when organizing sales presentations with CPMs, PMs, etc.Paul’s process oriented-approach to life and professionalismPaul's stories and experiences are riddled with nuggets of truth applicable to sales careers and life outside of work. Connect with Paul on LinkedIn.Support the show

Episode metadata supplied by the publisher feed · Published Oct 11, 2022

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Lessons in Capital Raising ft. Paul Anderson CFA®

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