April 22, 2025 |

Driving Distribution with Discipline - Daniel Noonan, Cohen & Steers

ART_rmp_thumbnail_square_Daniel Noonan

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About The Episode

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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Transcript

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