804 Data and a Wholesaler's Search for Deeper Advisor Relationships: Wholesaler Tech Talk with Tim Kresl
The NEW Wholesaler Masterminds Radio Show
Release Date: 03/17/2020
The NEW Wholesaler Masterminds Radio Show
Internal Use Only is a new entrant in the podcasting community, focusing on content for wholesalers. We share with our listeners this episode in which host Dan Sullivan interviews Rob Shore from Wholesaler Masterminds®
info_outlineThe NEW Wholesaler Masterminds Radio Show
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: One Way We're Going To Be Tested In The Months Ahead
info_outlineThe NEW Wholesaler Masterminds Radio Show
Thoughts from Coach Rob Shore about the art, science and lifestyle of wholesaling, for wholesalers and their leaders. This episode: When Untouchables Become Touchable: Nothing But Good News
info_outlineThe NEW Wholesaler Masterminds Radio Show
Like you, we're on the lookout for information that helps us better understand what the future of our profession holds in light of COVID-19.
info_outlineThe NEW Wholesaler Masterminds Radio Show
On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?"
info_outlineThe NEW Wholesaler Masterminds Radio Show
On 4/7/20 we asked our Sunday Night Email readers, "What are you thinking?"
info_outlineThe NEW Wholesaler Masterminds Radio Show
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
info_outlineThe NEW Wholesaler Masterminds Radio Show
PART TWO: As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continue to grow we asked Mike Brown from Management Recruiters of Cedar Rapids to help us understand how to get a head start in preparing for being laid off.
info_outlineThe NEW Wholesaler Masterminds Radio Show
As the Covid-19 pandemic and the ranks of the unemployed, and soon to be laid off, continue to grow we asked Mike Brown from Management Recruiters of Cedar Rapids to help us understand how to get a head start in preparing for being laid off.
info_outlineThe NEW Wholesaler Masterminds Radio Show
This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling.
info_outlineThis series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts.
About Tim Kresl: Tim is a Principal of the Distribution Insight team at Broadridge. Tim has spent his career partnering with leading financial services providers to help translate data and research into meaningful actions that improve business outcomes.
He co-founded Atom Analytics in January 2018 with the goal of helping financial services providers use their existing data more effectively and systematically to drive distribution effectiveness. In July 2018 Atom Analytics joined Broadridge as part of the Data & Analytics group. Broadridge’s new Distribution Insight team now combines in-depth interviews with key stakeholders, an unmatched distribution dataset, cutting-edge data science techniques, and their unique view of the customer landscape with clients' business goals and data to create bespoke segmentation strategies and client journey maps.
Prior to starting Atom Analytics, Tim was a Principal of Market Metrics and subsequently a Strategic Advisor to Strategic Insight. In these roles he became a recognized leader in the industry for utilizing data to drive distribution effectiveness.
As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at [email protected], (866) 965-7552 or head to ycharts.com to start your free trial!