Ep 115 Resilience and Relationships in Wealth Management with Brad Jung

Resilience, trust, and personalization are the key ingredients for sales leadership success in today’s evolving market.

Brad Jung, Managing Director, Head of North America, Advisor & Intermediary Solutions at Russell Investments, reflects on his journey from a paper route to leading digital strategy and sales teams. He talks about how the focus in sales has shifted from simply pushing products to truly understanding and meeting client needs. Brad also emphasizes the importance of mentorship and nurturing emerging sales talent. He explains how a culture of continuous learning and personal development is key to long-term success.

In this episode, you’ll learn:

• The Power of Resilience: Why top performers excel by staying adaptable through highs and lows.
• Building Relationships at Scale: How trust and deep listening drive successful sales conversations.
• The Importance of Personalization: Why leading with process, not just product, sets great salespeople apart.
• Investing in the Future: How creating a learning culture helps sales teams grow and thrive, and why mentorship plays a key role in team development.

Resources:

• Brad Jung’s LinkedIn: https://www.linkedin.com/in/bradjung/
• Learn more about Russell Investments: https://russellinvestments.com/
• Learn more about Integrity Solutions: www.integritysolutions.com/

Jump into the conversation:

(00:00) Meet Brad Jung

(02:12) Brad’s journey into financial services

(03:57) The mission of financial services

(05:52) The importance of personal connection in sales

(06:59) Adapting to technology in sales

(08:46) Key traits of top performers

(11:17) Building trust and emotional connection

(13:52) A personal success story

(20:41) Training the next generation of sales talent

(23:49) Timeless skills and career-changing moments