Breaking Down Barriers: Jeff Carlin on Nuveen’s Shift to De-Channelized Sales Models

About The Episode

In this Rainmaker Podcast episode, host Gui Costin interviews Jeff Carlin, CFA, Senior Managing Director and Head of Global Wealth Advisory at Nuveen. Jeff shares his career journey and insights into Nuveen’s innovative approach to wealth distribution.

Key takeaways include Nuveen’s shift to de-channelized sales structures, focusing on advisor segmentation and building efficient, team-oriented frameworks. Jeff emphasizes the importance of communication, CRM tools, and creating “indispensable partnerships” with advisors by solving their challenges.

For aspiring professionals, Jeff advises patience, continuous learning, and embracing mentorship. He concludes with insights on fostering sustainable, collaborative teams to drive success in sales and leadership.

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