MENGENAI PODCAST INI 🔗
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.
Hos:
Kekerapan kemas kini:
every 21 days
Purata panjang audio:
36 minutes
Temu bual tetamu
Bahasa Inggeris
Amerika Syarikat
9 episod
sejak 6 Feb 2026
episodic
EPISOD TERKINI 🔗
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 advisor ...
EPISOD SEBELUMNYA 🔗
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, sha ...
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 offer ...
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 re ...
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 t ...
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, ...
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 t ...
Anda telah melihat semua episod podcast ini
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Brian Kirk, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
ENJIN PENCARIAN PODCAST
Anda boleh menggunakan tapak web kami untuk mencari podcast3,825,382dan episod195,883,418mengikut orang, tempat atau topik.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
TUNTUT PODCAST INI
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post iklan baris for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
temu bual podcaster...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
akaun X rasmi kami (dahulunya Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
SUNTING
Terima kasih kerana membantu memastikan pangkalan data podcast dalam keadaan terkini.
