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: Jim Jessee, CIMA®, CLU®:
Jim serves as a strategic advisor on growth initiatives for MFS Investment Management® (MFS®). He brings more than 30 years of experience to his role, consulting with the firm’s clients and its Management Committee regarding business development opportunities with its global financial intermediaries.
Previously, Jim was president of MFS Fund Distributors, Inc., co-head of Global Distribution and a member of the firm’s Management Committee. He also served as director of MFS Dealer Relations, as national sales manager for MFS Private Portfolio Services and as a wholesaler, covering the southeastern United States for 15 years. He joined MFS in 1987.
Here’s the post Rob referenced in the show: Thinking About Moving From Wholesaling Into Sales Management? Better Read This First
On My Mind: The Injurious Sales Cycle?
The Wholesaler’s Fred Factor – Mark Sanborn
Exactly What Do Financial Advisors Want From Wholesalers? – Bill Bachrach
33 Technology Ideas Wholesalers Can Use to Improve Their Practice: Wholesaler Tech Talk with Austin Young
Lessons From Leaders #3: How Wholesalers Thrive in the Future with Cerulli Associates