OM DENNE PODCAST 🔗
Inside the Bag is a podcast hosted by industry veteran Brian A. Kirk Jr., featuring candid conversations with influential leaders across the
asset management distribution business. Covering everything from wholesaling best practices to emerging industry trends and practical
sales tactics, each episode delivers actionable insights for wholesalers, asset managers, and distribution professionals looking to elevate their results.
asset management distribution business. Covering everything from wholesaling best practices to emerging industry trends and practical
sales tactics, each episode delivers actionable insights for wholesalers, asset managers, and distribution professionals looking to elevate their results.
Brian co-founded L.C. KIRK & CO in 1999 with his father, B. Anthony Kirk Sr. With more than 25 years of experience in financial services
executive recruiting, he offers a distinctive perspective on identifying top talent and building high-performing distribution teams.
Værter:
Opdateringsfrekvens:
every 21 days
Gennemsnitlig lydlængde:
36 minutes
Gæsteinterviews
Engelsk
USA
9 episoder
siden 6. februar 2026
episodic
SENESTE EPISODE 🔗
Tommy Elms, a former wholesaler now working as a producing branch manager, shares essential insights for anyone considering the jump from wholesaling to becoming a financial advisor. He covers his wholesaling networking club, common mistakes wholesalers make, the importance of respecting advisors’ …
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SIDSTE EPISODER 🔗
Geoff Nance is the founder of Applied Distribution Lab. Throughout his career, he has both carried the bag and led distribution teams at leading firms, including Ivy Investments and John Hancock Funds. In this discussion, Geoff examines the “execution drift” he sees underway in the industry, shares…
Dave Nelson began his career in the late 1990s, starting as a sales rep carrying the bag before advancing into sales management roles. In this conversation, Dave shares his unique perspective on the industry—what has fundamentally changed over the decades and what has remained constant. He offers p…
Ben Utt transitioned from a career with the Indianapolis Colts to excelling as an institutional sales executive. With more than 30 years of experience in the asset management field, Ben offers perspectives on taking an institutional sales approach to the RIA channel. Ben believes, “Everything retai…
Brian Margolis has spent over twenty years building and training top-producing wholesalers. In this discussion, Brian outlines his process, the mistakes wholesalers commonly make, a new paradigm for wholesaling, and the skills needed to succeed.
Luke Theeuwes and Keith Thompson have spent the majority of their careers specializing in a unique area of the wholesaling community. While the industry is dominated by large managers with trillions in AUM, and access across all the major broker-dealers, Luke and Keith have utilized techniques to e…
Mark Warren not only carried “the bag,” he also helped lead the distribution efforts of one of the industry's most successful firms. Go “Inside the Bag” with Mark Warren, as we discuss the industry's evolution and future, providing insight into compensation, channelization, and much more.
Brian Waeyaert, one of the longest-tenured sales desk managers in the industry, shares his perspective on how the internal wholesaler role has evolved over the years. He highlights the most common mistakes internals make, explains how professionals can stand out in today’s competitive landscape, an…
Go inside the bag with Joe McIntyre. Joe shares the secrets behind his success; how living with OCD (Obsessive-Compulsive Disorder) has become a unique advantage, common pitfalls wholesalers face, his strategies for achieving work-life balance, and his perspective on how AI is set to transform the …
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Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Brian Kirk, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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