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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.
Inglese
Stati Uniti
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CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di Inside the Bag.
ALTRI EPISODI IN QUESTO PODCAST
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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…
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…
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.
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Brian Kirk, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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