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Jeff Cerutti, Founder of Rutti Consulting, has over 30 years experience leading, managing, and interacting with wholesalers.  As an industry veteran working with asset managers and distribution teams, he shares his unique perspective on the wholesaling gig. This conversation isn't for the faint of heart -- we discuss habits, behaviors, and real life examples of the financial sales ecosystem. Notable topics include:

• Measuring wholesaler performance with Jeff's 5-Criteria system
• Culture between internals and externals
• Juicing talk time and activity stats on the desk
• The worst bagel selection in Wirehouse breakfast history
• Ridiculous ride-along & sales meeting encounters
• Taking advantage of your regions sights and experiences while traveling -- and never taking the red eye flight home

https://www.linkedin.com/in/jeff-cerutti-9794266
http://rutticonsulting.com/

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