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The Retail Readiness™ Podcast episodes
- Preparing for Launch
Host Heidi Wheatley is joined by industry experts Jarad Mitchell, Patrick Capital Markets; Howard Hirsch, Nelson Mullins; and Jake Heidkamp, FactRight to discuss preparing to launch an alternative investment in the private wealth (retail) channel.
The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.
1 hr 4 min - Ending the Year Strong: Maximizing Your National Accounts, Sales, and Marketing Opportunities
Heidi Wheatley is joined by industry experts Michelle Galeski, Rep Driven Results; Cherie Fournier, Marketing Intent; and Melissa Wendt, Sponsor Growth Solutions to discuss maximizing opportunities in Q4 to end the year strong.
The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.
1 hr
About The Retail Readiness™ Podcast
From the publisher's feed
Retail Readiness™ examines the operational, financial, and strategic preparation alternative investment sponsors need before entering the private wealth (retail) channel to raise capital. Each…
episode is hosted by Heidi Wheatley, Founder, and features industry professionals discussing due diligence, distribution strategy, and the operational preparation required to work with broker-dealers and RIAs.
The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice. Please consult your legal team and trusted advisors to discuss your specific situation.