Internal Use Only

Dan S.
  • 4.8 (50)
  • CAREERS
  • UPDATED SEMIMONTHLY
Internal Use Only

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.

  1. OCT 15

    Jeff Ringdahl - CEO Insights for Sales & Distribution Teams

    Send us a textJeff Ringdahl has spent 25+ years in the industry, most recently as President and CEO of Resolute Investment Managers (~$80b AUM). He joins today's show to offer his perspective on how senior leadership interacts with sales/distribution efforts, including:Compensation plan strategy, reasons for changeProduct Development, Launching New ProductsBusiness impact and how alternatives are shaping the retail channelsCheck out Jeff's blog - it's one of the better ones I've come across:

    51 min

  2. SEP 10

    Fantasy Draft 2024: Wholesaler Edition

    Send us a text2024 Fantasy Football Draft - Wholesaler Edition. The guest and host draft 7-man rosters of thing sales people (wholesalers) typically experience.

    56 min

  3. AUG 13

    Alex Knight - Asset Align Co-Founder

    Send us a textInspired by nearly 2 decades as wholesaler, Alex Knight recently co-founded Asset Align . Asset align helps individuals access financial planning resources at no cost, and helping advisors get matched with qualified prospects. Wholesalers looking to be added to Asset Align's wholesaler referral program can email "Asset Align" to internaluseonlypodcast@gmail.com , or you can text us directly via the Apple podcast or spotify app.

    39 min

  4. JUL 9

    Risks of Wholesaling with Mark Warren

    Send us a textMark Warren spent close to 4 decades as a wholesaler and divisional manager. He joins today's podcast to talk about 5 risks that wholesalers experience, and ways to overcome those risks.

    48 min

  5. MAY 29

    Steve Seid - Western Divisional Manager at Touchstone Funds

    Send us a textSteve 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. Touchstone fu...

    39 min

  6. APR 29

    Travel & Conferences - In vs. Out

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

    23 min

  7. MAR 26

    Tyson Ray - FORM Wealth Advisors (Raymond James)

    Send us a textTyson 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 Wealth Ad...

    1h 5m

  8. MAR 5

    Grab Bag: Industry Happenings

    Send us a textIn 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
See All (74)

4.8
out of 5
50 Ratings

About

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.

Information

  • Creator
    Dan S.
  • Years Active
    2021 - 2024
  • Episodes
    74
  • Rating
    Explicit
  • Copyright
    © 2024 Internal Use Only
  • Show Website
    Internal Use Only

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