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 Wholesaler Masterminds® Schedulers, we interview: Chad Mueller, Head of Annuity Sales for CUNA Mutual Group.
In this role, Chad is responsible for leading the MEMBERS® Products wholesaling organization, developing and executing the go-to-market wholesale distribution strategy, and achieving increased sales and market share objectives. He has more than 17 years of experience in the financial services industry and brings a wealth of knowledge focused on retirement planning. This diverse background ranges from Marketing, Retail Sales (advisor), Life, Annuity, Mutual Fund/SMA Wholesaling and Sales leadership.
He is a regular speaker on topics of retirement and retirement income planning, Social Security/Medicare basics, and estate planning.
Chad graduated from the University of Wisconsin – Stevens Point, with a Bachelor of Science in Political Science and Business Administration.
On My Mind: Quantity of Appointments vs Quality of Appointments
On My Mind: One Way We’re Going To Be Tested In The Months Ahead
Wholesalers, Are You on the Ethical High Road? with Frank C. Bucaro
Six Strategies Wholesaler Use to Vastly Improve Their Connection Quotient with Colette Carlson
Wholesaler Follow-up Process: Part Art and Part Science with Chris Dungworth