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: Anne Steer, Head of Distribution at Congress Asset Management:
Anne joined Congress Asset Management in 2015 as Head of Distribution for the firm. She manages sales, client service and marketing, and is responsible for developing and executing the firm’s distribution strategy with intermediary and institutional clients. Anne has over 30 years of executive leadership experience, with a particular focus in creating and implementing growth strategies for financial services organizations. She has held senior leadership positions at State Street Corporation, Fidelity Investments, and Dwight Asset Management.
Prior to joining Congress, Anne was the head of the Board of Advisors and Chief Strategy Officer for Trustfort.
She is on the Charitable Foundation Board and Board of Overseers at Newton-Wellesley Hospital.
Lessons From Leaders #5: Interview with Jeff Carlin, CFA at Nuveen
On My Mind: Part One – What Does The Path To “Normal” Wholesaling Look Like After Covid-19?
How to Easily Remember and Recall Advisors Names with Memory Expert Bob Gray
The Wisdom of Our Elders is Not Always Right with Nadine Keller