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.
On My Mind: Do You Understand Your Advisor’s Algorithm?
The Next Crisis Is Always Lurking, Are You Prepared? with Melissa Agnes
Generational Wealth Transfer: Your Advisor’s $30 Trillion Opportunity with Dr. Thomas Deans
Five Ways to Become a More Conscious Capitalist with Kim Ann Curtin
Six Strategies Wholesaler Use to Vastly Improve Their Connection Quotient with Colette Carlson
