Episodes
Tuesday Mar 14, 2023
Finding Growth in Highly Regulated Channels (w/Will Prest, Managing Partner KWP)
Tuesday Mar 14, 2023
Tuesday Mar 14, 2023
Will Prest is Managing Partner of KWP Consulting LLC (kwpworks.com). KWP accelerates company growth by bringing together strategy development, operational and functional expertise on financial products, technology, insights, brand, sales, marketing, and distribution. Their process helps startups get to market, and large firms start new divisions or find new product/distribution partners.
In this episode, Will shares valuable insights and lessons on how to bring new ideas for growth into existing, highly regulated channels. Will has held leadership roles in sales, marketing, and product at insurers, broker/ dealers, and retirement plans providers, and was employee #2 at a successful startup focused on how to deliver advice to recreate your paycheck and benefits in retirement.
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