The Retail Readiness™ Podcast

Heidi Wheatley

Retail Readiness™ examines the operational, financial, and strategic preparation alternative investment sponsors need before entering the private wealth (retail) channel to raise capital. Each episode is hosted by Heidi Wheatley, Founder, and features industry professionals discussing due diligence, distribution strategy, and the operational preparation required to work with broker-dealers and RIAs. 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. Please consult your legal team and trusted advisors to discuss your specific situation.

Episodes

  1. Mastering Private Wealth Due Diligence: Increasing Your Speed to Market

    May 8

    Mastering Private Wealth Due Diligence: Increasing Your Speed to Market

    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. 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.

    1h 12m
  2. I Can't Make the Numbers Work: Discussing the IBD Load and the Shift to RIA Only

    Apr 8

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

    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. 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.

    1h 1m
  3. Failure to Launch: Common Alternative Investment Sponsor Missteps and How to Avoid Them

    Mar 11

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

    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. 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.

    1h 3m
  4. Maximizing Conference Season

    Feb 12

    Maximizing Conference Season

    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. 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.

    1 hr
  5. Creating an Effective Capital Markets Team

    Jan 21

    Creating an Effective Capital Markets Team

    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. 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.

    1h 1m
  6. Preparing for Launch

    11/13/2025

    Preparing for Launch

    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 private wealth (retail) channel. 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.

    1h 4m
  7. Ending the Year Strong: Maximizing Your National Accounts, Sales, and Marketing Opportunities

    10/28/2025

    Ending the Year Strong: Maximizing Your National Accounts, Sales, and Marketing Opportunities

    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 year strong. 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.

    59 min
  • 7 Episodes

About

Retail Readiness™ examines the operational, financial, and strategic preparation alternative investment sponsors need before entering the private wealth (retail) channel to raise capital. Each episode is hosted by Heidi Wheatley, Founder, and features industry professionals discussing due diligence, distribution strategy, and the operational preparation required to work with broker-dealers and RIAs. 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. Please consult your legal team and trusted advisors to discuss your specific situation.

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