Mark Warren not only carried “the bag,” he also helped lead the distribution efforts of one of the industry's most successful firms. Go “Inside the Bag” with Mark Warren, as we discuss the industry's evolution and future, providing insight into compensation, channelization, and much more.
Advisor Distribution: Mark on The Market
Mark Warren not only carried “the bag,” he also helped lead the distribution efforts of one of the industry's most successful firms. Go inside the bag with Mark Warren, as we discuss the distribution business and its future.Timestamps
02:05 - Mark’s background04:22 - Wholesaling: then vs now
06:49 - The future of wholesaling
09:09 - The “growth” distribution channel
12:19 - Channelized distribution
16:19 - Coverage models
20:50 - The best wholesaler
26:09 - Hybrid wholesaling
28:49 - Compensation structures
32:44 - Advice for new wholesalers
36:30 - Mark’s new project