Menu
  • Home
  • Archives
  • Testimonials
  • Podcast
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Wholesaler Masterminds

Where Good Wholesalers Become Great Wholesalers • Wholesaler Coaching • Wholesaler Training • Wholesaler Keynote Speaker

  • Blog
  • Coaching
  • Our Schedulers
  • About
  • Home
  • Coaching
  • Scheduling Service
  • Blog
  • Blog Archive
  • Podcast
  • Testimonials
  • About
  • Contact

You are here: Home / The NEW Wholesaler Masterminds Radio Show / Lessons From Leaders #1: Interview with John Moninger at Eaton Vance, Mark Spina at Russell Investments and Brett Wright at Macquarie Group

Lessons From Leaders #1: Interview with John Moninger at Eaton Vance, Mark Spina at Russell Investments and Brett Wright at Macquarie Group

Featured Podcasts

  • The NEW Wholesaler Masterminds Radio Show
  • Wholesaler Masterminds Radio Show Archives (2010-2015)

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.

img
Be sure to subscribe via Apple Podcasts, Spotify, Stitcher, or Google Play. It’s free! Need help subscribing? Instructions are here.

Care to share?

  • Tweet

Want more wholesaler goodness? Sign up here to get our Sunday Night Email too. It’s received by over 10,000 wholesalers around the globe!

Related Posts

  • Storytelling: The Wholesaler’s Secret Weapon with Rob Salafia
  • On My Mind: Part Two – What Does The Path To “Normal” Wholesaling Look Like After Covid-19?
  • The Wisdom of Our Elders is Not Always Right with Nadine Keller
  • Lessons From Leaders #5: Interview with Jeff Carlin, CFA at Nuveen
  • Five Star Service and Attention to Detail: The Benefits to Your Practice with Bruce Himelstein

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

LISTEN: Three Skills NEW Wholesalers Should Focus On

https://wholesalermasterminds.com/wp-content/uploads/2019/10/q8-three_things_new_wholesalers_should_focus_on.mp3

Free Email Updates

Food for thought delivered every Sunday night at 8:15 PM ET

Most Popular Posts

THOUSANDS OF WHOLESALERS HAVE READ IT – HAVE YOU?

Wholesaler Masterminds Follow-up Task Worksheet

Subscribe to The NEW Wholesaler Masterminds Radio Show Podcast:

subscribe to our show at itunes

JOIN 11,000 WHOLESALERS: GET THE SUNDAY NIGHT EMAIL

Email from us, yes! Sell your info, hell no!

About Rob Shore

Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]

Contact Us:
888-508-5010
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

© 2023 shorespeak, L.L.C. | All Rights Reserved

Terms, Conditions & Privacy Policy

Copyright © 2023