Great question that was posed to us recently.
“Is the art of wholesaling dying as firms embrace big data?”
For the answer we turn to a leader in distribution marketing and sales analytics, Lee Kowarski with kasina, a DST company.
Lee Kowarski serves as a partner with kasina. In this capacity, Lee is involved in overall strategic planning in addition to numerous other aspects of the business, including: relationship management, consulting, speaking engagements, and CFO/COO as Lee oversees all aspects of Finance and Operations for kasina, ensuring the ongoing growth and success of the firm.
He is frequently quoted in the press, including The Wall Street Journal, Ignites.com, Investment News, etc. Additionally, Lee is involved in numerous industry associations, including serving as a founding member of The Alliance of Industry Leaders (hosts of Industry Night) and an active member of the Mutual Fund Education Alliance and the National Investment Company Services Association.
Through the kasina Youth Foundation, of which he serves as President, Lee has become active with W!SE and other non-profit organizations that provide financial literacy education to high school and college students.
If you are wholesaler who is wondering about the impact of advisor data gathering, client segmentation, and your ability to perform both the art and science of your job, listen closely to our discussion with Lee.