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.About the Interviewee
Mark Warren is the former Western Divisional sales manager for MFS. Mark has over thirty years of industry experience and has helped lead one of the top asset management firms in the country through a period of phenomenal growth. Mark shares his industry insights on the future of wholesaling, how wholesalers are thriving in this market, and how his Christian faith has played a major role in his career.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