The NEW Wholesaler Masterminds Radio Show

Internal Use Only is a newer entrant in the podcasting community, focusing on content for wholesalers. We share with our listeners this episode in which host Dan Sullivan interviews Rob Shore from Wholesaler Masterminds® Note, there is strong language used starting at the 49:10 mark. Based, in part, on 57 Things I'd Tell My 31 Year Old Wholesaler Self The book referenced in the show is The Millionaire Next Door Check out other Internal Use Only episodes here.    

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: One Way We're Going To Be Tested In The Months Ahead All of our Covid-19 related content can be found on our website!

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: When Untouchables Become Touchable: Nothing But Good News Episode All of our Covid-19 related content can be found on our website!

Like you, we're on the lookout for information that helps us better understand what the future of our profession holds in light of COVID-19. Today I attended a presentation from MMI, Money Management Institute. They're running a series called The New Paradigm for Distribution Success. It's an MMI Virtual Event Series for Distribution Professionals. Read this show's transcription and see the charts at our website. [Part One of What Does The Path To "Normal" Wholesaling Look Like After Covid-19? can be found here] [Part Two of What Does The Path To "Normal" Wholesaling Look Like After Covid-19? can be found here] All of our Resources To Help You Weather The Coronavirus Storm can be found on our website!

Listen to Part One.  On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?" Specifically we wanted to know:  What will a return to 'normal' look like in our wholesaling world? While some firms have guaranteed 2020 employment, will there be layoffs yet to come? How and when will firms/advisors welcome us back into their offices - or will they? Will you be willing to travel, "shake hands and kiss babies" to promote products and build your practice? Has the 'zoom culture' that we've been thrust into set the stage for a paradigm shift in how we do what we do? We received an amazing number of responses. Most of which were really thought provoking. In this episode we share the rest of our findings. All of our Resources To Help You Weather The Coronavirus Storm can be found on our website!

On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?" Specifically we wanted to know:  What will a return to 'normal' look like in our wholesaling world? While some firms have guaranteed 2020 employment, will there be layoffs yet to come? How and when will firms/advisors welcome us back into their offices - or will they? Will you be willing to travel, "shake hands and kiss babies" to promote products and build your practice? Has the 'zoom culture' that we've been thrust into set the stage for a paradigm shift in how we do what we do? We received an amazing number of responses. Most of which were really thought provoking. In this episode we begin to share the findings. All of our Resources To Help You Weather The Coronavirus Storm can be found on our website!

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. For links to all 33 Technology Ideas Wholesalers Can Use to Improve Their Practice visit our website here. About Austin Young: Austin is currently serving as CEO of Better Homes and Garden Young & Company Real Estate in Greenville/Spartanburg, SC. He took on this role earlier this year partnering alongside his brother, TJ Young, to innovate the real estate industry by taking and applying the same technological and operational skills to Real Estate that has brought him success within the wholesaling industry. Prior to this role, he was a Business Development Director for John Hancock RPS, where he covered three sales teams across NC and VA. He was one of the youngest wholesalers to make it out to the field, known in his territory as the "Advisor Technologist" and led the 2019 year in sales production for his role. As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!

To view PART TWO of our video discussion: https://bit.ly/mrcr-layoffp2 As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continue to grow we asked Mike Brown from Management Recruiters of Cedar Rapids to help us understand how to get a head start in preparing for being laid off. We discuss: Resume preparation Contacting recruiters Using LinkedIn Mental attitude and much, much more.

To view our video discussion: https://bit.ly/mrcr-layoff As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continue to grow we asked Mike Brown from Management Recruiters of Cedar Rapids to help us understand how to get a head start in preparing for being laid off. We discuss: Resume preparation Contacting recruiters Using LinkedIn Mental attitude and much, much more.

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 Barry Mandinach: Barry is executive vice president and head of distribution at Virtus Investment Partners, Inc., and a member of the senior management team. Mr. Mandinach leads the distribution, positioning, messaging, and marketing of Virtus investment products across all distribution platforms. He also manages relationships with the firm's retail distribution partners, including national wirehouses, regional and independent broker-dealers, and registered investment advisors. As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Protecting Your Business During Covid-19: Wide Moat Wholesaling All of our Covid-19 related content can be found on our website!

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Information Overload and the Importance of What You Say and How You Say It - Covid-19 Edition All of our Covid-19 related content can be found on our website!  

This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts.  About Tim Kresl: Tim is a Principal of the Distribution Insight team at Broadridge. Tim has spent his career partnering with leading financial services providers to help translate data and research into meaningful actions that improve business outcomes. He co-founded Atom Analytics in January 2018 with the goal of helping financial services providers use their existing data more effectively and systematically to drive distribution effectiveness. In July 2018 Atom Analytics joined Broadridge as part of the Data & Analytics group. Broadridge's new Distribution Insight team now combines in-depth interviews with key stakeholders, an unmatched distribution dataset, cutting-edge data science techniques, and their unique view of the customer landscape with clients' business goals and data to create bespoke segmentation strategies and client journey maps. Prior to starting Atom Analytics, Tim was a Principal of Market Metrics and subsequently a Strategic Advisor to Strategic Insight. In these roles he became a recognized leader in the industry for utilizing data to drive distribution effectiveness.  As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!  

Travel restrictions are in place and in-person advisor/COI appointments may not be possible. So, what's a great wholesaler to do? Meet virtually, my friends. 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. In this episode we mention: Zoom (and Zoom Cloud Meetings app) Join.me Webex Loom Krisp Blue Yeti USB microphone Here is the WealthManagement.com article Rob mentioned: What Time Is the Coronavirus Conference Call? About Marquesa Pettway: Former CNN Associate Producer of business show "Managing with Lou Dobbs, turned Business Reinvention Strategist & Professional Speaker, Marquesa Pettway speaks and coaches about the technology, presentations skills and technical logistics for working and speaking virtually. Speakerpreneurs(TM), a term she created in 2004, breaks down the "how to" of leveraging your expertise, time, and network from anywhere! As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: How Great Wholesalers Handle the Coronavirus Event and the Market Meltdown The post Rob references in this episode can be found here: http://bit.ly/wmm_coronavirus

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 [email protected] and mention Wholesaler Masterminds.

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 Dave Lubnik: Dave is the VP of Business Development at YCharts. He leads YCharts' efforts to form and grow strategic relationships with enterprise clients and industry partners. Dave's career has included time at Goldman Sachs as a wealth advisor and at FactSet working with large asset managers.  About YCharts: YCharts was founded in 2009 to democratize investment research. As we continue to build a powerful and intuitive tool, we're quickly outgrowing our name, but not our mission. Visit YCharts

Unearthed from the dusty archives that contain over a decade of Wholesaler Masterminds® content, we thought you might enjoy these ten wholesaling ideas. Originally recorded in July of 2009, this free call was our way of introducing Wholesaler Masterminds® to the distribution community. While the recording (and a few of the references contained herein) are dated, the ideas shared still have relevance and value as we enter this new decade.

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: How to Successfully Share an Internal Partner

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Great Wholesalers Are Planning Now For The Year Ahead Tools mentioned in this episode: Wholesaler Masterminds® Business Plan Template Wholesaler Masterminds® Rotation Builder  What's on your mind? Email me at [email protected]  

In this episode, sponsored by Money Management Institute's Center for Distribution Excellence, we interview: Sue Thompson, Executive Vice President and Head of SPDR Americas Distribution. Sue Thompson is an executive vice president of State Street Global Advisors and serves as Head of SPDR Americas Distribution. In this role, she is responsible for developing and leading the SPDR ETF distribution strategy across all client channels in the Americas, including institutional, intermediary and strategic relationships. Prior to joining State Street Global Advisors in 2018, she was at Thompson Peak Advisory where she was CEO and President of her own consulting firm, advising some of the world's largest and most sophisticated investment managers on their growth and distribution strategies. Previously, Sue worked for BlackRock for eight years where she was responsible for growing the iShares franchise with the intermediary and institutional asset manager channels in the Americas. Prior to BlackRock, Sue was at Vanguard, where she held a number of positions culminating in a senior role in developing their ETF business. Sue is recognized for recruiting, developing and mentoring future leaders and has played a significant role in nurturing female talent across the ETF industry. She serves on the board of Women in ETFs, where she is a founding member. Sue is a graduate of the University of California, Davis School of Law and a Member of the California State Bar association. She holds a BA (Accounting) from the University of Washington. This episode is brought to you by Money Management Institute and their Center for Distribution Excellence. Learn more at www.mminst.org Visit us to learn more about Wholesaler Masterminds® here.

What's changed in your wholesaling world recently? Your territory? Channel? Comp? Boss? Senior Leader? Change is inevitable. How you deal with change can have a significant impact on your career. Dr. Ron Rembisz has worked for the past 30 years as a full time consultant and executive coach to corporate management. His primary professional focus has been on organizational and leadership effectiveness.  Ron has had a varied career with time spent in management as Executive Director of a large not-for profit organization, as senior consultant with a U.S. based consulting firm. He has worked with large multinational, Fortune 500 companies as well as with many entrepreneurial and start-up organizations such as, Caterpillar, Citigroup, Copley Newspapers, Honeywell, Kraft, Philip Morris/General Foods, RJR Nabisco, TRW, and Xerox. Born and raised in New Jersey, Dr. Rembisz attended undergraduate school at Seton Hall University, graduating with a Bachelor of Arts in Psychology. He received his Ph.D. in Clinical Psychology from Texas Tech University. 

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: You Versus 183 Other Wholesalers   What's on your mind? Email me at [email protected] 7 Essential Wholesaling Skills Your Manager Wants You to Have The Other 8 Wholesaling Skills Your Manager Wants You to Have 31 Things Your Toughest Wholesaling Competitor Won't Tell You

Originally aired 1-3-13: Don Yaeger is sought to discuss lessons on achieving greatness, learned from first-hand experiences with some of the greatest sports legends in the world. As a award-winning keynote speaker, business leadership coach, 11-time New York Times best-selling author, and longtime Associate Editor for Sports Illustrated, he has fashioned a career as one of America's most provocative thought leaders. He is also often retained by companies and organizations to coach their leaders, management teams, and employees on building a culture of greatness by studying great teams in sports and discerning the business lessons we can learn from them. Visit Don's work at donyaeger.com

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: Your Strategic Wholesaling Advantage   What's on your mind? Email me at [email protected]

Originally aired 8-5-14: Mark Eaton is a successful, award-winning motivational speaker, entrepreneur and best selling author of The Four Commitments of a Winning Team, who has earned the coveted CSP (Certified Speaking Professional) designation, the speaking profession's highest international measure of professional competence. He is also a 7′4″ NBA All-Star who played with the Utah Jazz for 12 seasons, led the NBA in blocked shots 4 of those seasons, was named to the NBA All-Defensive Team 5 times, was named NBA Defensive Player of the Year 2 times, and still holds 2 NBA records—most blocks in a single season (456) and career average blocked shots per game (3.5). Mark has spoken to numerous world-class organizations including IBM, FedEx, Phillips 66, Caesars Entertainment, T-Mobile, LG, and businesses, government agencies and universities at every level. He has been featured as a team-building expert in print and online publications such as Forbes.com, Sports Illustrated and Entrepreneur.com.

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: Do You Understand Your Advisor's Algorithm?   What's on your mind? Email me at [email protected]

Are you looking to move up the corporate ladder? Curious about the skills, traits, and attributes that executive recruiters seek out when sourcing candidates for coveted positions in our industry? In this episode we speak to one the country's most prominent executive recruiters, Kathy Freeman. As President of her firm, Kathy Freeman Godfrey offers to her clients more than 30 years of experience identifying, attracting, assessing, and recruiting top financial services talent nationally. Since founding the firm in 1992, she has executed hundreds of assignments for C-Suite executives, executive leadership, and high-impact individual contributors. Kathy is recognized for her thought leadership across the industry and serves as a frequent conference speaker and panelist. She has also authored and contributed to numerous industry publications on talent management and diversity. Download the 10th Annual Executive Talent Trends Report  2019

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: Validation Not Required: Building Your Memorability Quotient®   How I Built This with Guy Raz: Men's Wearhouse: George Zimmer Viking Saga: The Tale of Tor Hagen And His Voyage From Ousted CEO To Cancer Survivor To Cruise Ship Billionaire   What's on your mind? Email me at [email protected]

Originally aired 2-23-2012: John Miller is the author of QBQ! The Question Behind the Question, Flipping the Switch: Unleash the Power of Personal Accountability, Outstanding! 47 Ways to Make Your Organization Exceptional and co-author of Parenting the QBQ Way: How to be an Outstanding Parent and Raise Great Kids Using the Power of Personal Accountability. He is founder of QBQ, Inc., an organizational development firm based in Colorado dedicated to "Helping Organizations Make Personal Accountability a Core Value."

Originally aired 6-22-11: Don Connelly is perhaps the nation's most successful speaker, motivator and mentor to advisors in the financial services industry. His career on Wall Street spans more than 40 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager and for nearly 19 years a company spokesperson and Senior Marketing Officer for a multi-billion dollar Investment Firm.  Don has lectured tens of thousands of investors and financial services professionals in large cities, small towns, boardrooms, and universities. Audiences at England's Cambridge University, Harvard, Wharton School of Business, Chapman College and Pepperdine have all benefited from his presentations. He has shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, South Korea and Ireland.  Visit him at Don Connelly 24/7  

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: What's Next?   The Precious Present by Spencer Johnson M.D.     What's on your mind? Email me at [email protected]

Originally aired 4-14-11: Jill Konrath is also a frequent speaker at sales conferences and kick-off meetings. Sharing her fresh sales strategies, she helps salespeople to speed up new customer acquisition and win bigger contracts. Her clients include IBM, GE, Microsoft, Wells Fargo, Staples and numerous mid-market firms. Jill is the author of three bestselling, award-winning books. Her newest book, Agile Selling shows salespeople how to succeed in a constantly changing sales world. SNAP Selling focuses on what it takes to win sales with today's crazy-busy buyers. And Selling to Big Companies provides step-by-step guidance on setting up meetings with corporate decision makers.  

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: Are You Asking For The Business?   Run Your Territory Like A Business, Not A Clubhouse   14 Ways to Always Be Closing   What's on your mind? Email me at [email protected]

Originally aired 1-13-13: Dave Mullen Dave retired as a managing director at Merrill Lynch in 2007, where he personally hired, trained and managed over 500 financial advisors over 27 years. He has worked with over 100 individual million-dollar and multimillion-dollar advisors, including five of Merrill Lynch's top 30. Dave founded LearnTactix, now called Altius Learning, in 2007 with the objective of creating training and coaching programs that would be career-changing experiences for participating advisors and managers. He is the author of two bestselling books: The Million Dollar Financial Services Practice (one of On Wall Street magazine's top picks and a Top Five choice by AdvisorOne); and The Million Dollar Advisor—Powerful Lessons and Proven Strategies from Top Producers (one of On Wall Street magazine's top picks). 

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: The Unappreciative Leader   What's on your mind? Email me at [email protected]

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: To Office Day or Not To Office Day?   The Results: Wholesaler Office Days   7 Ideas For More Productive Wholesaler Office Days   What's on your mind? Email me at [email protected]

Originally aired 6-14-11: If you have ever read the Harvard Business Review blog you may have seen a post from February 2011 entitled Nine Things Successful People Do Differently written by Dr. Heidi Grant.  From #1 ranked post in the history of the Harvard Business Review blog to best selling book (Nine Things Successful People Do Differently) Dr. Grant has written for Fast Company, The Huffington Post, and Psychology Today, as well as the BBC World Service's Business Daily, the Harvard Business Review, and SmartBrief's SmartBlog on Leadership. She has also written No One Understands You and What to Do About It and her newest book Reinforcements: How to Get People to Help You

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: The Injurious Sales Cycle?   What's on your mind? Email me at [email protected]

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: The Internal Who's Itching to Get Out   Read: 12 Must Read Posts For Internal Wholesalers   What's on your mind? Email me at [email protected]

Originally aired 1-7-12: As a longtime editor and columnist for FORTUNE, Geoff Colvin has become one of America's sharpest and most respected commentators on leadership, globalization, wealth creation, the infotech revolution, and related issues. He wrote the groundbreaking bestseller Talent Is Overrated: What Really Separates World-Class Performers From Everybody Else. His insights are worth serious consideration for any wholesaler wishing to improve their craft.

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: Quantity of Appointments vs Quality of Appointments   What's on your mind? Email me at [email protected]

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders.   This episode: What wholesaling rocks are you carrying around?   What's on your mind? Email me at [email protected]

Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: Making a difference in the lives of advisors and their clients. Survey results are here. What's on your mind? Email me at [email protected]  

Originally aired 5-20-14: We were introduced to The Energy Bus and Jon Gordon from a Wholesaler Masterminds coaching client. This discussion is based on his book The Carpenter. It's another in a long series of Jon's best-selling books and talks that have inspired readers and audiences around the world. His principles have been put to the test by numerous NFL, NBA, and college coaches and teams, Fortune 500 companies, school districts, hospitals and non-profits. He is the author of The Wall Street Journal bestseller The Energy Bus, The No Complaining Rule, Training Camp, The Shark and The Goldfish, Soup, The Seed and his latest The Positive Dog. Jon and his insights have been featured on The Today Show, CNN, Fox and Friends and in numerous magazines and newspapers. His clients include The Atlanta Falcons, Campbell Soup, Wells Fargo, State Farm, Novartis, Bayer and more.

Originally aired 4-21-15: The more you make the more disconnected you feel. The cocktail party conversation at the neighbor's house turns to money and you fall silent. As the Founder & CEO of The Wall Street Coach, Kim Ann Curtin works with movers and shakers in the business world who want to make disproportionate gains in their personal lives and careers. Applying her trailblazing lessons gained from interviews with 50 top Wall Street leaders, she fuels transformational leadership, consciousness and sustainable success in businesses and organizations.  She is the author of Transforming Wall Street: A Conscious Path for a New Future    

Original aired 10-12-12: Joe Calloway helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action. Joe is a business author, consultant and speaker whose client list reads like an international Who's Who in business, ranging from Coca Cola and Verizon to Cadillac and American Express.  Joe is a Principal in the consulting group, The Disruption Lab, and has served as Executive In Residence at Belmont University's Center For Entrepreneurship. He is the author of four ground-breaking business books including Becoming A Category of One: How Extraordinary Companies Transcend Commodity and Defy Comparison, which received rave reviews from The New York Times, Retailing Today, Publishers Weekly and many others. His newest book is The Leadership Mindset.  Also mentioned in this episode: Brotherhood of the Bag, a Wholesaler's Handbook

As 2018 winds down, and 2019 appears just ahead, here's a brief word about what's in store for our podcast. As mentioned:   2019 Business Plan Template  Quarterly Success Plan 2019 Rotation Builder Follow-up Task Worksheet Also available: 76 Great Questions Wholesalers Should Ask Advisors External/Internal Partnership Success Guide Success Guide: Wholesalers and Schedulers Strengths, Weaknesses, Opportunities, and Threats Analysis  

We ask all the time: What's your MQ: Memorability Quotient®? If you're not sure, or you're looking to refine the one you have, then this discussion with Jay Baer is mandatory listening.  Pick up Talk Triggers today. About Jay: Jay Baer helps businesses clone their customers. He is a 7th generation entrepreneur, has written 6 best-selling books, and has founded five multi-million dollar companies. He is the President of Convince & Convert, a consulting firm that works with the world's most iconic brands like The United Nations, 3M, and Hilton gain and keep more customers. A recent inductee into the Professional Speaking Hall of Fame, he's also an avid tequila collector, and a certified barbecue judge.

Will emerging technologies, passive investing and fee compression kill the wholesaler? What does the future of asset management sales look like? Our guests are David Ristau and Jeff Baker from HiddenLevers, the premier portfolio stress testing platform for financial advisors. Download the Death of a Wholesaler PDF here. About David Ristau, Director of Business Development: Past ventures included an Options SMA + research company, automated back office tools for the RIA, and now a risk + big data analytics company for financial professionals. About Jeff Baker: Jeff assists the HiddenLevers team in sales and business development. Prior to working at HiddenLevers, Jeff held investment analyst positions with UBS and Raymond James.