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The Retail Readiness™ Podcast

The Retail Readiness™ Podcast

By: Heidi Wheatley
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Retail Readiness™ examines the operational, financial, and strategic preparation alternative investment sponsors need before entering the private wealth (retail) channel to raise capital. Each episode is hosted by Heidi Wheatley, Founder, and features industry professionals discussing due diligence, distribution strategy, and the operational preparation required to work with broker-dealers and RIAs.


The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice. Please consult your legal team and trusted advisors to discuss your specific situation.

All rights reserved. Economics
Episodes
  • Attracting RIAs in the Alternative Investment Space

    Attracting RIAs in the Alternative Investment Space
    Jun 8 2026

    Host Heidi Wheatley is joined by Rizwan Ibrahim, Senior Wealth Advisor at Accretive Wealth, to discuss how alternative investment sponsors can enhance their outreach and build relationships with RIAs.

    The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.
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    1 hr and 4 mins
  • Mastering Private Wealth Due Diligence: Increasing Your Speed to Market

    Mastering Private Wealth Due Diligence: Increasing Your Speed to Market
    May 8 2026

    Join host Heidi Wheatley for an insightful conversation with Russ Putnam, Co-CEO of FactRight, and Jarad Mitchell, President of Patrick Capital Markets, about due diligence in the private wealth channel.

    The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.
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    1 hr and 12 mins
  • I Can't Make the Numbers Work: Discussing the IBD Load and the Shift to RIA Only

    I Can't Make the Numbers Work: Discussing the IBD Load and the Shift to RIA Only
    Apr 8 2026

    More and more conversations with sponsors start the same way: “We’re thinking about going RIA-only — the IBD load just doesn’t work.” While RIA-only distribution is a valid path for some, it’s often assumed to be simpler and less expensive than it actually is. In practice, fiduciary standards, platform access, advisor behavior, and operational requirements can introduce different — and sometimes greater — challenges when it comes to driving allocations.

    The Retail Readiness™ Podcast provides educational discussions about raising capital in the retail channel and working with broker-dealers and RIAs. The content is not legal, investment, or regulatory advice.
    Show More Show Less
    1 hr and 1 min
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