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Inside the Bag

Brian Kirk

Inside the Bag is a podcast hosted by industry veteran Brian A. Kirk Jr., featuring candid conversations with influential leaders across the asset management distribution business. Covering everything from wholesaling best practices to emerging industry trends and practical sales tactics, each episode delivers actionable insights for wholesalers, asset managers, and distribution professionals looking to elevate their results.

Brian co-founded L.C. KIRK & CO in 1999 with his father, B. Anthony Kirk Sr. With more than 25 years of experience in financial services executive recruiting, he offers a distinctive perspective on identifying top talent and building high-performing distribution teams.

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Episodes

9 episodes

  1. The Transition From Wholesaler to Financial Advisor: Challenges, Risks, Rewards & Advice for Wholesalers 39:46
  2. Geoff Nance - Wholesaling - Strategy & Execution “Drift” 42:49
  3. Dave Nelson - Veteran Insights Wholesaling & Asset Management Distribution 47:11
  4. Selling to RIAs: An NFL Player’s Approach 29:29
  5. The Wholesaler Coach 38:01
  6. Small Asset Managers – Winning Wholesaling Results 32:08
  7. The Growth of the Industry & its Future 38:43
  8. The Sales Desk Manager 27:58
  9. The OCD Wholesaler 27:38