Showing results by author "Heidi Wheatley" in All Categories
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The Retail Readiness™ Podcast
- By: Heidi Wheatley
- Original Recording
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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 ...
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