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
Fess Up Wholesalers, Better LinkedIn Useage Belongs In Your Practice’s Toolbox with Laura Virili
The Most Powerful Way to Understand and Communicate with Advisors with Scott Schwefel
How To Use Salesforce For Profit (And Remove The Pain): Wholesaler Tech Talk with Kerry Ryan from Salesforce
On My Mind: Part One – What Does The Path To “Normal” Wholesaling Look Like After Covid-19?
Lessons From Leaders #6: Interview with Chad Mueller at CUNA Mutual Group