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.
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.
Timestamps
00:23 Introduction01:04 Keith’s Background
02:01 Luke’s Background
03:54 Challenges Facing Smaller Asset Managers
06:29 The Impact of Passive Investing on the Market
08:18 Finding “Believers” in a Large Territory
13:05 Broker Dealer Access
21:00 Territory Management “Engage with those who engage”
25:25 The Industry's Evolution and Changes
28:41 Advice for Young Wholesalers
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.
Timestamps
00:23 Introduction01:04 Keith’s Background
02:01 Luke’s Background
03:54 Challenges Facing Smaller Asset Managers
06:29 The Impact of Passive Investing on the Market
08:18 Finding “Believers” in a Large Territory
13:05 Broker Dealer Access
21:00 Territory Management “Engage with those who engage”
25:25 The Industry's Evolution and Changes
28:41 Advice for Young Wholesalers