February 17, 2025

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.
January 28, 2025

The Righteous Wholesaler

Brian Austin had reached the peak of his career, having achieved great success as a wholesaler and divisional wholesaler with some of the top firms in the industry. Yet, one day, he boldly decided to walk away from it all and join Compassion International, a Christian non-profit. In this interview, Brian reflects on his unexpected career shift and explores how a similar pivot could be a meaningful path for you too.
November 29, 2024

The OCD Wholesaler

Joe McIntyre achieved over $7 billion in sales across the Pacific Northwest territory, earning recognition as the top RVP among more than 100 wholesalers. He was named the firm's MVP more than seven times. In this interview, Joe discusses the strategies behind his success and shares his insights on the industry.
October 21, 2024

Raising Over $18 Billion in Alternatives from the Advisory Market

Martel Day ran sales and distribution for Inland Real Estate Group for over 25 years. Throughout his career, he and his team raised over $18 billion in sales. Martel provides his industry insight and talks about all things surrounding distribution, current market conditions, and the future for alternatives.
September 6, 2024

Alternative Products: Distribution Success

Al Haworth has spent the majority of his career distributing alternative products to the advisory community. His success at Preferred Apartment Communities provides a case study of what it takes to achieve success.
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