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Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success
Manage episode 224021184 series 92200
Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry.
In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he’s learned over the years, his mission in working with XYPN’s Advisor Success Department, and his outlook on the future of the industry.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/184
396 episodes
Manage episode 224021184 series 92200
Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm has seen almost every corner of the industry.
In this episode, he shares his insight on the various business models out there, as well as the struggles each are facing. Listen in to hear the lessons he’s learned over the years, his mission in working with XYPN’s Advisor Success Department, and his outlook on the future of the industry.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/184
396 episodes
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