In the 2020’s, wholesalers who fail to embrace ALL of the technological opportunities available to their practice are simply destined to spend their time chasing the sales leaders that understand it’s power.
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
About Kerry Ryan: Kerry Ryan is Director, Global Go to Market, Wealth & Asset Management at Salesforce. In her role at Salesforce, Kerry works closely with Sales, Marketing, Customer Success, Enablement, Product & Innovation teams to support the digital transformation and business growth of both wealth and asset management firms globally.
Before joining Salesforce, Kerry was Head of Digital Strategy for Foresters Financial’s North American Asset Management broker/dealer, retirement and investment management businesses. Prior to Foresters Financial, Kerry was Head of Digital Experience at Legg Mason, where she was responsible for the firm’s web, social media, search and mobile initiatives.
About Salesforce: Salesforce is a customer relationship management solution that brings companies and customers together. It’s one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!
Your COI Mindset: A Giving Hand Is Always Full with Bill Walton
Wholesaler Follow-up Process: Part Art and Part Science with Chris Dungworth
Death by Referrals with Kirk Lowe
5 Rules for Wholesaler Gifting: Staying Out of the Trinket and Trash Sea of Sameness with John Ruhlin
How to Create Advisor Clients for Life with Mike Sciortino