Internal Use Only

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2026 Compensation Trends

July 28, 2026

Send us Fan MailBrian Kirk has been an executive recruiter specializing in the asset management industry (sales/distribution) for 25+ years. He joins the show to discuss data collected during his 2026 Compensation Survey. We highlight some interesting results from his report - including:The premium placed on experienced externals with existing relationshipsPreferences and philosophies that firms have when developing the RIA channelIdeal advisor coverage modelsExamples of comp plans that he&ap...

MFS - Celebrating 30 Years of Value-Add Resources

July 07, 2026

Send us Fan MailMFS Investment Management is celebrating 30 years of delivering value-add resources to their advisors. Their suite of resources have been developed with advisor's and their end clients in mind - without an emphasis on product. This is a feature story featuring interviews with 3 current and former MFS employees that have shaped and implemented these resources with their wholesalers and advisor partners. To learn more about Internal Use Only productions and how to be featur...

The Wholesaler Roadmap to the Top ft. Brian Margolis

June 23, 2026

Send us Fan MailBrian Margolis joins the show to discuss his new new framework that helps wholesalers get to the top of their game. We also discuss what sales activities are creating the best outcomes for wholesalers. As a bonus, we suggest a few biases that are holding wholesalers and distribution teams back.Access the whitepaper "Wholesaler Roadmap to the Top" at PGwholesaling.comSubscribe to the brand-new Internal Use Only newsletter for more information and updatesThank you to N...