How do our most senior leaders, and those that offer them consultation, feel about the direction and trajectory of our industry?
What is their outlook on the future state of wholesaling and, based on their considerable experiences, what lessons would they help us all learn?
Welcome to The New Wholesaler Masterminds Radio Show and this special series of episodes we’re calling: Lessons From Leaders
In this episode, sponsored by Money Management Institute’s Center for Distribution Excellence, we interview:
John Moninger, Managing Director, Retail Sales, Eaton Vance – Mr. Moninger, who joined Eaton Vance in 2012, is responsible for setting the strategic direction for and the day-to-day oversight of all sales and relationship management within Eaton Vance’s brokerage and independent and RIA channels and oversees the Eaton Vance Advisor Institute. His leadership is focused on enhancing sales reach and relationships, while building on Eaton Vance’s client-oriented solutions across the full range of intermediaries.
Mark Spina, Head of Advisor and Intermediary Solutions, Russell Investments – Mr. Spina is the senior executive responsible for leading and expanding Russell Investments’ U.S. advisor-focused business and the firm’s client relationships in the wealth management, RIA, bank and retirement channels. He is a member of the firm’s global executive and global risk committees. He also serves as a trustee of the Russell Investment Company mutual fund board.
Brett Wright, Co-Head of Client Group, Macquarie Investment Management Americas – Mr. Wright is co-head of Macquarie’s client group in the Americas, which includes the firm’s sales, service, marketing and product teams. In this role, he leads all retail, institutional and client service functions for Macquarie Investment Management (MIM), which includes the former Delaware Investments.
What To Do When There’s Too Much To Do with Matt Johnson
On My Mind: Do You Understand Your Advisor’s Algorithm?
Wholesaler Masterminds Radio Pod Pack #2: Winning and Solidifying the Advisor Relationship
How to Reduce Friction in Advisor Appointments: Wholesaler Tech Talk with Dave Lubnik from YCharts
The Evolution of Wholesaling: The Rise of the Consultant Seller with Mark Magnacca