Annual Reviews & Goal Setting - Steve Seid (Thornburg)

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Annual Reviews & Goal Setting - Steve Seid (Thornburg)

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Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more.

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