Integrations
Services
Company
April 22, 2025 | 29 min 7 sec
In this episode of the Rainmaker Podcast, Daniel Noonan, EVP and Head of Wealth Management Consulting at Cohen & Steers, shares how his team is driving growth through disciplined sales process, CRM-driven targeting, and consultative client engagement. With a focus on real assets and new initiatives like private real estate and active ETFs, Daniel emphasizes the importance of identifying ideal advisor profiles and delivering value beyond product. He discusses leadership as a collaborative, hands-on effort, and encourages young professionals to stay curious and committed. His biggest challenge? Staying focused amid rapid expansion and prioritizing what truly moves the needle.
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