Dave Nelson - Veteran Insights Wholesaling & Asset Management Distribution

Dave Nelson began his career in the late 1990s, starting as a sales rep carrying the bag before advancing into sales management roles. In this conversation, Dave shares his unique perspective on the industry—what has fundamentally changed over the decades and what has remained constant. He offers practical advice, weighs in on the latest sales strategy data from SS&C, and discusses key topics including AI-powered internal sales reps, compensation structures, the future of the industry, and much more.