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.
Lessons From Leaders #1: Interview with John Moninger at Eaton Vance, Mark Spina at Russell Investments and Brett Wright at Macquarie Group
Your Advisor’s Big Blown $30 Trillion Opportunity with Dr. Thomas Deans
We’re Our Own Worst Enemy: The Danger of What Goes on Between Our Ears with Chris Spurvey
How One Firm Successfully Engaged a Former LinkedIn Insider to Increase Sales with Dan Swift
The Convergence of Health Care and Financial Planning with Peter Stahl
