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This may be the only financial industry podcast that talks about Investment Banking, College Football, Real Housewives, and the Bachelor in one episode.

Tom Reiss (Mill Creek Residential Trust) joins today's episode to discuss:

• Early career experiences in IB and RE
• Small Talk & Conversation Starters
• College Football, US History, & Geography trivia questions
• The host shares his World-Famous "Traffic Light Theory" to start conversation during cocktail hours

Connect with Tom:
https://www.linkedin.com/in/tom-reiss-126457107/
https://millcreekplaces.com/

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Today's guest is Christina Zins, a wealth advisor at the Summit Wealth Group. We discuss:

• Her career path, transitioning from the LPL home office to a wealth advisor at small business/employee owned practice
• Ways she is marketing and promoting herself to cater to younger audiences, particularly with video content
• How her team prefers to work with wholesalers 

To connect with Christina or view her videos, give her a follow:

https://www.linkedin.com/in/christinazins/
https://www.yoursummitwealth.com/team/christina-zins

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Brian Ahearn is the Chief Influence Officer at Influence PEOPLE. An author, international trainer, TEDx presenter, and consultant, he specializes in applying the science of influence in everyday business situations. Brian spent more than 30 years in the insurance industry and is one of only a dozen individuals in the world who currently holds the Cialdini Method Certified Trainer designation. 

We chat about the Science of Influence and the situations where influence can help you out with prospecting and sales messaging. Brian also shares some notable experiences from his time on traveling and hosting trainings across the world.

LinkedIn https://www.linkedin.com/in/brianfahearn/

Twitter https://twitter.com/BrianAhearn

Facebook https://www.facebook.com/IinfluencePeopleBrianAhearn

Website https://www.influencepeople.biz

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Dan Greene of Putnam Investments joins today's episode. We discuss:

• Establishing a work ethic at a young age 
• Building brand-awareness through networking and online tools
• Thoughtful ideas for prospecting new clients
• Staying top-of-mind in between client meetings
• Inverse relationship between golf handicap & raising a family

You can follow Dan or connect with him on LinkedIn
https://www.linkedin.com/in/greenedan/

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Dave Lubnik of YCharts joins todays episode. He shares his background in the financial services industry, and why he ultimately chose to join a start up.  Other episode highlights include:

• How financial advisors and wholesalers (external/internal/hybrid) have increased sales using YCharts solutions
• FinTech & Online Sports Betting
• Stories from his travels on the road
• Memories from conferences and events.

www.ycharts.com
[email protected]

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Will Baun (Associate Director of Research, FUSE Research) joins today's show to talk about product trends in the broker/dealer and asset management world. FUSE has a unique lens into the industry, given their robust consulting, research, and decision support business. Will provides a snapshot into the various ways that FUSE engages with the financial services  industry. He also provides an opinion on product trends in Direct Indexing and ESG. 

Disclaimer: all opinions expressed by the guest and host are solely their own, based on personal experience, and do not reflect advice or recommendations. 

https://www.fuse-research.com/

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Marc Freedman, owner of Freedman Financial (LPL) joins the show and talks about his career, his fee-based business, and his experience interacting with wholesalers. Some topics we cover include:

• Areas of focus during a 60 minute client meeting 
• Importance (or lack there of) of investment managers in his client's portfolios
• Stories of  good and bad wholesalers
• His favorite resources from the asset managers he works with

https://www.freedmanfinancial.com/
https://www.northshore1049.com/show/dollars-and-sense-with-marc-freedman/

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Season 1 concludes with an exit interview. ETF Wholesaler rejoins the podcast after resigning his job as an external wholesaler. What opportunities were more appealing than wholesaling? What will he miss the most about the career path that made such a strong impact on his life? What won't he miss at all? An added bonus, the host and guest banter about the pros/cons of remote work vs. working in the office.


Disclaimer: all opinions expressed by the guest and host are solely their own, based on personal experience, and do not reflect advice or recommendations. 

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Today's guest covers home office research teams and professional buyers. He explains how networking helped him get his start in the industry, and the various steps in the sales cycle when you work with analysts or manager research teams. A leader in Diversity & Inclusion, he also shares his experience and efforts to make wholesaling a more diverse and inclusive career.

https://www.diversityinwholesaling.com/about-us

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Today's guest is Brian Kirk, Managing Parter at LC Kirk & Co.  He focuses exclusively on the search and placement of sales and marketing professionals in the financial services industry. He brings wealth of knowledge about the wholesaling industry given his unique exposure to the wholesaling community.  Hiring trends, career development, and working with an executive recruiter (among others).  Make sure to follow him on LinkedIn (below) to stay up to date on his trends reports, such as the RIA space and wholesaler compensation.

https://www.linkedin.com/in/lckirk/
https://www.linkedin.com/posts/lckirk_ria-wholesaling-lckirk-activity-6800396876123258880-pjCW

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