Small Asset Managers – Winning Wholesaling Results

Luke Theeuwes and Keith Thompson have spent the majority of their careers specializing in a unique area of the wholesaling community. While the industry is dominated by large managers with trillions in AUM, and access across all the major broker-dealers, Luke and Keith have utilized techniques to enable smaller niche managers to enter the advisory community and achieve success. In this interview, Luke and Keith share their industry insights and strategies for wholesaling success.