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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 enable smaller niche managers to enter the advisory community and achieve success. In this interview, Luke and Keith share their industry insights and strategies for wholesaling success.
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جستجوی اپیزودهای گذشته
اپیزودهای قبلی Inside the Bag را جستجو کن.
قسمت های دیگر در این پادکست
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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…
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.
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 …
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.
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Brian Kirk است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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