Navigating Sales in Alternative Investments: Mark Peck
Manage episode 505379011 series 3678845
In this episode of the Goals.com podcast, Mark Peck, Vice President of Business Development at Directed Trust Company, shares insights into alternative investments and sales strategies in the financial services sector. He discusses the importance of building trust, the evolving landscape of private markets, and the role of technology in enhancing client relationships. Mark emphasizes the need for education in sales, the significance of follow-up strategies, and the impact of economic and regulatory changes on the industry. He also offers advice for aspiring sales professionals and shares his vision for the future of private markets.
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