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The host brings back the Fantasy Draft concept, drafting a roster of traits and characteristics of the best wholesalers he's interviewed or worked with during his career as a wholesaler.
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For over 25 years, the Sequoia Training program has helped wholesalers be†ter organize their sales systems and increase their effectiveness. President John Sierawski joins today's show to discuss:
Modern Territory Management: travel rotations with anchor meetings
3x2 Referal …
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Nolan Lynch, an external covering California, joins today's episode. We cover:
The training programs we learned as internals at fund companies MFS, PGIM, and Natixis
Structures to deliver an impactful fund pitch to advisors
Challenging advisors asset class allocation and cons…
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Dan Sullivan and Andrew Blake, Associate Wealth Director at Cerulli Associates, joins today show. We discuss 5 trends and observations from their 2025 US Intermediary Distribution Report.
Got an upcoming summer sales meeting or training day? Reach out directly if you'd like …
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Adrienne Grace spent 16 years as a wholesaler, earning her CFA and reaching financial success along the way. She joins the show to detail her own personal journey of self-discovery and the ways she is working with advisors and wholesalers as a mindset and performance coach.
Learn …
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As institutional investing in private markets makes its way into the wealth channel, advisors and investors are being asked to think differently about liquidity, access, and portfolio construction.
In this episode, Dan sits down with Chris Schelling, Managing Director at Aksia, to …
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