business
Hosted by Heidi Wheatley · business · EN-US · 11 episodes
Conversations with industry leaders about what it takes for alternative investment sponsors to prepare for and succeed in the retail capital markets.
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Contact path
Verified email
Booking probability
28%
Guest openness
Selective
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Signup to Generate a PitchConversations 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 hosted by Heidi Wheatley. The show has published 11 episodes to date.
Recent episodes include "Mastering Private Wealth Due Diligence: Increasing Your Speed to Market" (8 May 2026, 72 minutes), "I Can't Make the Numbers Work: Discussing the IBD Load and the Shift to RIA Only" (8 April 2026, 61 minutes), and "Failure to Launch: Common Alternative Investment Sponsor Missteps and How to Avoid Them" (11 March 2026, 63 minutes).
The Retail Readiness™ Podcast publishes roughly monthly, with episodes averaging 63 minutes across 11 episodes.
Booking probability for The Retail Readiness™ Podcast is 28%, and the host is rated Selective on guests. The Retail Readiness™ Podcast requires a Pod Score of 80 or higher. The Retail Readiness™ Podcast's contact route on record: verified email.
The strongest fits for The Retail Readiness™ Podcast are Investment Banking & Trading. The Retail Readiness™ Podcast has a business audience.
Heidi Wheatley hosts The Retail Readiness™ Podcast, a business show with 11 episodes published.
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Episode #5
<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...
Episode #4
<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...
Episode #3
<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...
Episode #2
<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...
Episode #1
<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...
Episode #2
<p>Host Heidi Wheatley is joined by industry experts Jarad Mitchell, Patrick Capital Markets; Howard Hirsch, Nelson Mullins; and Jake Heidkamp, FactRight to discuss preparing to launch an alternative investment in the...
Episode #1
<p>Heidi Wheatley is joined by industry experts Michelle Galeski, Rep Driven Results; Cherie Fournier, Marketing Intent; and Melissa Wendt, Sponsor Growth Solutions to discuss maximizing opportunities in Q4 to end the...
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