The Retail Readiness™ Podcast

Conversations with industry leaders about what it takes for alternative investment sponsors to prepare for and succeed in the retail capital markets.

The Retail Readiness™ Podcast is a business podcast hosted by Heidi Wheatley, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Heidi Wheatley hosts The Retail Readiness™ Podcast, a business show with 10 episodes published.

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  Episode #5

  Mastering Private Wealth Due Diligence: Increasing Your Speed to Market

  May 8, 20261h 12mS2

  <p>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.</p><p>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.</p>

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  Episode #4

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

  Apr 8, 20261h 1mS2

  <p>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.</p><p>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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  Episode #3

  Failure to Launch: Common Alternative Investment Sponsor Missteps and How to Avoid Them

  Mar 11, 20261h 3mS2

  <p>Industry experts, Amy Arnold, Concorde Investment Services; Rhys James, Williams Mullen; and Brad Updike, Mick Law, join host Heidi Wheatley for an informative conversation about the common missteps they see sponsors making and share guidance on how to avoid them.</p><p>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.</p>

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  Episode #2

  Maximizing Conference Season

  Feb 12, 20261 hourS2

  <p>For alternative investment sponsors, conference and travel are one of the largest budget line items. Maximizing opportunities to drive a return on your spend is crucial. Join host Heidi Wheatley, Michelle Galeski, Rep Driven Results; and Cherie Fournier, Marketing Intent to learn why pre-conference outreach is where the real work happens, ways to differentiate your company onsite, and how to end conversations to maximize follow up efforts.</p><p><br></p><p>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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  Episode #1

  Creating an Effective Capital Markets Team

  Jan 21, 20261h 1mS2

  <p>The team that manages your broker-dealer and RIA relationships and drives sales is critical to success raising capital. There are numerous ways to structure that team. Host Heidi Wheatley is joined by Greg Mausz, Skyway Capital Markets, Sam Stubbert, Maverick Fund Solutions; and Bill Valone, TriNet for a conversation to help alternative investment sponsors be more effective in the private wealth (retail) channel.</p><p><br></p><p>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.</p>

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