Wolfe On The Street | A Quantum Podcast

INSIDE We're headed back to the New York Stock Exchange! What does it look like when advisors get direct access to the pulse of the stock market in NYC? On this episode of “Wolfe on the Street,” Scott Drake sits down with AJ Wolfe to break down what's ahead, including our upcoming New York Stock Exchange trip this May. This is a life bucket list event for our advisor partners!

Catch up on the newest Wolfe On The Street Podcast where we meet a new member of the team Blake Storey, Director of Business Development.

In this edition of Wolfe on the Street, AJ and Scott dive into what really helps advisors grow, strong product support, smarter marketing, and practical sales and referral training that actually works. They also tease unique, members-only experiences designed to elevate how advisors connect, learn, and scale their business.

AJ Wolfe, VP of Advisor Development, regularly speaks to advisors about industry news, product updates and strategies to grow their practice.

Listen to The Wolf on The Street Podcast with your host AJ Wolfe joined by Jeremy Siegel.

In this exclusive video podcast, AJ Wolfe and Scott Drake articulate the value that Quantum provides, which is unlike any other IMO out there. We're more than a product shop. Not only do you have access to proprietary designs from Annexus and three other limited distribution design firms, with Quantum you also plug into streamlined back-office support focused on helping you do the best for your clients. But that's not all. You also have access to our full-service in-house advertising agency focused on differentiating you from you competitors and putting you in front of qualified prospects.

In this exclusive video podcast, AJ Wolfe and Scott Drake articulate the value that Quantum provides, which is unlike any other IMO out there. We're more than a product shop. Not only do you have access to proprietary designs from Annexus and three other limited distribution design firms, with Quantum you also plug into streamlined back-office support focused on helping you do the best for your clients. But that's not all. You also have access to our full-service in-house advertising agency focused on differentiating you from you competitors and putting you in front of qualified prospects.

In this exclusive video podcast, AJ Wolfe and Scott Drake articulate the value that Quantum provides, which is unlike any other IMO out there. We're more than a product shop. Not only do you have access to proprietary designs from Annexus and three other limited distribution design firms, with Quantum you also plug into streamlined back-office support focused on helping you do the best for your clients. But that's not all. You also have access to our full-service in-house advertising agency focused on differentiating you from you competitors and putting you in front of qualified prospects.

Our unique producer group events are designed to gather our top advisors at places like the New York Stock Exchange to see what goes into our proprietary product designs while comparing notes with like minded producers. We also discuss our quarterly referral training in Scottsdale that completely turns the tables on how most advisors think about generating referrals. Many advisors have called this event the best training they've ever received!

Scott Drake and AJ Wolfe Talk about Quantum's new 4K sq ft Vide and Audio production facility and what it will mean for advisors in 2025.

Vice President of Advisor Development, AJ Wolfe, explains why Quantum is different from other IMOs and how he helps advisors grow their businesses. He talks about his prior role at Annexus and how it led him to quickly build one of the top marketer teams at Quantum. SOME TOPICS YOU WILL HEAR DISCUSSED: What Quantum offers on a daily basis. A visit to our Scottsdale, Arizona headquarters will immerse you in our culture. When you partner with us, you also join a community of advisors—your peers. Every advisor's business plan is tailored to what the advisor most wants and needs. AJs former experience with Annexus allows him to convey nerdy math facts to advisors who want to dive deep into product architecture. Lean on us to sift through 400+ annuity products to put together tailored case designs based on client parameters. Proprietary products allow us to give you a competitive advantage. It's a win-win-win trifecta for us, for you, and most importantly…for your client. If you are looking for a long-term partnership, book your trip to Scottsdale now. 800.440.1088.