Will emerging technologies, passive investing and fee compression kill the wholesaler?
What does the future of asset management sales look like?
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: David Ristau and Jeff Baker from HiddenLevers.
HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes.
David Ristau, Director of Business Development: A serial entrepreneur, HiddenLevers is the 3rd startup David has worked on in the financial technology space. Past ventures included an Options SMA + research company, automated back office tools for the RIA, and now a risk + big data analytics company for financial professionals.
Jeff Baker: assists the HiddenLevers team in sales and business development. Jeff leverages his prior experience as an investment analyst to support product development as well as developing new business relationships. Prior to working at HiddenLevers, Jeff held investment analyst positions with UBS and Raymond James.
Download the PDF The Death of a Wholesaler: How to Avoid Irrelevance
Death by Referrals with Kirk Lowe
How Can Wholesalers, Advisors and Their Clients Be More Cyber Secure? Our interview with Jeff Lanza
On My Mind: Protecting Your Business During Covid-19: Wide Moat Wholesaling
How to Easily Remember and Recall Advisors Names with Memory Expert Bob Gray
Lessons From Leaders #4: Interview with Anne Steer, Congress Asset Management