Inside the Bag
Claim This Podcastby Brian Kirk
Podcast Overview
<div class="column mcb-column mcb-item-zbicwjg8c one column_column column-margin-0px"> <div class="column_attr clearfix"><strong>Inside the Bag</strong> is a podcast hosted by industry veteran <strong>Brian A. Kirk Jr.</strong>, featuring candid conversations with influential leaders across the<br />asset management distribution business. Covering everything from wholesaling best practices to emerging industry trends and practical<br />sales tactics, each episode delivers actionable insights for wholesalers, asset managers, and distribution professionals looking to elevate their results.</div> <div class="column_attr clearfix"><br />Brian co-founded <strong>L.C. KIRK & CO</strong> in 1999 with his father, <strong>B. Anthony Kirk Sr</strong>. With more than 25 years of experience in financial services<br />executive recruiting, he offers a distinctive perspective on identifying top talent and building high-performing distribution teams.</div> </div>
Language
🇺🇲
Publishing Since
2/6/2026
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Recent Episodes
April 22, 2026
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.
March 3, 2026
Selling to RIAs: An NFL Player’s Approach
Ben Utt transitioned from a career with the Indianapolis Colts to excelling as an institutional sales executive. With more than 30 years of experience in the asset management field, Ben offers perspectives on taking an institutional sales approach to the RIA channel. Ben believes, “Everything retail is becoming institutional, and institutional is moving into retail.” Ben provides insights on compensation, his approach to selling to RIAs and family offices, niche managers, his sales process, and the industry's future.
March 3, 2026
The Wholesaler Coach
Brian Margolis has spent over twenty years building and training top-producing wholesalers. In this discussion, Brian outlines his process, the mistakes wholesalers commonly make, a new paradigm for wholesaling, and the skills needed to succeed.
7 total episodes available
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Frequently asked questions
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- What is Inside the Bag?
<div class="column mcb-column mcb-item-zbicwjg8c one column_column column-margin-0px"> <div class="column_attr clearfix"><strong>Inside the Bag</strong> is a podcast hosted by industry veteran <strong>Brian A. Kirk Jr.</strong>, featuring candid conversations with influential leaders across the<br />asset management distribution business. Covering everything from wholesaling best practices to emerging industry trends and practical<br />sales tactics, each episode delivers actionable insights for wholesalers, asset managers, and distribution professionals looking to elevate their results.</div> <div class="column_attr clearfix"><br />Brian co-founded <strong>L.C. KIRK & CO</strong> in 1999 with his father, <strong>B. Anthony Kirk Sr</strong>. With more than 25 years of experience in financial services<br />executive recruiting, he offers a distinctive perspective on identifying top talent and building high-performing distribution teams.</div> </div> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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