Send us a text Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution c...
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Send us a text Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution c...
Send us a text Inspired by nearly 2 decades as wholesaler, Alex Knight recently co-founded Asset Align . Asset align helps individuals access financial planning resources at no cost, and helping advisors get matched with qualified prospects. Wholesalers looking to be added to Asset Align's wholesaler referral program can email "Asset Align" to internaluseonlypodcast@gmail.com , or you can text us directly via the Apple podcast or spotify app.
Internal Use Only
Send us a text Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution c...
