The Sales Manager
Go inside the Bag with Bob Behan. Having played a key role in growing Calamos Investments into a leading investment management firm, Bob shares his insights on today’s landscape, the challenges facing product distributors, compensation trends, the role of AI in financial services, and where firms should be directing their focus.
Timestamps
00:53 Bob’s background
03:05 Distribution - the early years vs. now
05:37 First principals in distribution
08:03 Wholesaling the cost of advisor interaction
10:14 Compensation - the misalignment of a base/basis point model
13:15 Focusing on RIAs
15:06 Wirehouses - “the Hamptons”
18:30 The future of the industry
21:19 Bob’s next move