70 episodes

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. New episodes every 2 weeks.

Internal Use Only Dan S.

    • Business
    • 4.8 • 48 Ratings

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. New episodes every 2 weeks.

    Steve Seid - Western Divisional Manager at Touchstone Funds

    Steve Seid - Western Divisional Manager at Touchstone Funds

    Send us a Text Message.Steve Seid, Divisional Manager at Touchstone Funds, joins today's show. He shares perspective on managing a team of wholesalers and 5 main factors driving their activity and engagement with advisors.Please note that this content was created as of the specific date indicated and reflects views as of that date. It will be kept solely for historical purposes and opinions may change without notice in reacting to shifting economic, market, business and other conditions. Touc...

    • 39 min
    Travel & Conferences - In vs. Out

    Travel & Conferences - In vs. Out

    Send us a Text Message.The host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out"

    • 23 min
    Tyson Ray - FORM Wealth Advisors (Raymond James)

    Tyson Ray - FORM Wealth Advisors (Raymond James)

    Send us a Text Message.Tyson Ray joins today show to discuss his wealth management practice and Total Relationship Approach™ . You can also grab a copy of his book The Total Relationship, and take advantage of several free resources with the link below:https://totalrelationship.com/internaluseonly/ Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM ...

    • 1 hr 4 min
    Grab Bag: Industry Happenings

    Grab Bag: Industry Happenings

    Send us a Text Message.In this just-for-kicks episode, the host breaks down a few recent articles and happenings that impact wholesalers and advisors. Advisor Hub article on Morgan Stanley Broker filing lawsuitFiComm RIA Growth Youtube SeriesFinancial Advisor Influencers

    • 16 min
    Ask the Economist ft. Bryan Jordan, Cycle Framework Insights Co-Founder

    Ask the Economist ft. Bryan Jordan, Cycle Framework Insights Co-Founder

    Send us a Text Message.Bryan Jordan is a former economist that set the investment policy framework for over $100b in AUM at Nationwide. He joins today's show to talk about:Bad macro calls during his careerDistinguishing sound financial advice vs. noiseWhy investors can expect more lengthy investment cycles than in previous erashttps://www.cycleframework.com/

    • 49 min
    Making Conferences Great Again w/ Adam Schwab

    Making Conferences Great Again w/ Adam Schwab

    Send us a Text Message.Adam Schwab manages $1b in alternatives and $700m pension assets for Modern Woodman of America. He joins todays show to share his opinions about conferences and events. We break down 12 ways that conferences can be improved for everyone involved -- Investors, Asset Managers that Sponsor, and event organizers themselves. https://adamdschwab.com/articles/conferences

    • 1 hr 1 min

Customer Reviews

4.8 out of 5
48 Ratings

48 Ratings

Kat J Forbes ,

Always be closing!

I’m so glad I found this podcast! IW for 4 years and an external for 15 years- it’s always great to hear more “war” stories. Thanks for the laughs and nostalgia

Dhull81 ,

Can’t wait for each and every download!

Love this show! Keeps me entertained while driving but most importantly speaks to a number of things about my role/career/industry that only an insider would know.

Pie6722 ,

Wisdom through the ages

If you’re associated with the asset management business is podcast is a must listen. Wisdom, dispensed through the lens of helping us all get better at our craft. It’s has a touch of humor sprinkled in with a realistic reflection of what it takes to be successful.

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