Internal Use Only

Dan S.
  • 4.8 (51)
  • CAREERS
  • UPDATED SEMIMONTHLY

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. NOV 4

    Jim Falbe - A Look Into Value Investing; AI for Stock Selection

    Send us a text Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work.  Support the show

    50 min

  2. SEP 30

    Matt McCue - How Asset Managers Win with RIA and Institutional Data

    Send us a text Internal Use Only hosts it's first live, in-person podcast. Matt McCue, co-founder of Fin News, joins the show to discuss how wholesalers and asset managers use their platform for timely and up-to-date information on fund performance, institutional investors, and RIA's. Support the show

    37 min

  3. SEP 9

    Planning & Prep for a 2 Day Conference

    Send us a text The host has a short trip planned this week at a 2-day conference. He walks through some of his preparation and approach to the event, adding some commentary around travel logistics as well.  Support the show

    20 min

  4. AUG 19

    Summer Check-In + Help Grow the Show

    Send us a text The host checks in with the Internal Use Only fans during the final weeks of summer. He shares a few topics that came across his desk including regulatory fines for asset managers, upcoming conferences and events, and more.  He also outlines the next phase of the podcast's journey and how the audience can support that growth.  Please consider a donation today to support the production of the show and future content and resource development. Link below: buymeacoffee.com/internaluseonlypodcast Support the show

    21 min

  5. JUN 17

    Unlocking Growth Potential with Jon Randall - Extraordinary Financial Advisors

    Send us a text Jon Randall, Founder and CEO of Extraordinary Advisors, joins today's show to discuss the key constraints that hold advisors back from growing their practices, while offering stories of advisors who have taken their growth to a new level.  To access FREE Growth Guide , Customized Growth Report, and/or a consultation with his team, visit: https://www.xfa.coach/ito Support the show

    47 min

  6. FEB 18

    Asset Class Breakdown: Mike Dowdall (Alternative Fund Advisors) on Asset Back Lending

    Send us a text Mike Dowdall CFA is the Chief Investment Officer for the Alternaitve Fund Advisors and Portfolio Manager for the AFA Private Credit Fund. He joins the podcast to talk about the role of the CIO, the asset backed lending asset class (and how it fits in private credit investment landscape). This is an excellent discussion for anyone that's curious in what private credit actually means, and how it could fit within a retail investors portfolio.  Support the show

    51 min

  7. JAN 21

    Revamp Your Territory ft. Matt DiFerdinando

    Send us a text Matt Defirdinando is an external wholesaler in the Pacific Northwest. 3 times in his career he's taken his sales territory from the bottom of the trade run to the top. He discusses a few ways he's done that, specifically: mistakes to avoid, leverage to get in front of more advisors, and some fun stories/examples along the way. Check out his series "10x Wholesaling Blueprint" to skyrocket sales & commissions while avoiding burnout.  This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment.  The opinions expressed are solely those of the speakers and do not reflect the opinions of Bluerock Capital Markets, LLC or its affiliates. Bluerock is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All investing is subject to risk, including the possible loss of principal. Support the show

    49 min

  8. 12/03/2024

    Setting Up Your Best Year ft. Brian Margolis

    Send us a text Brian Margolis of PG Wholesaling joins the show. We discuss a 7 step framework to ensure 2025 becomes the best year of your sales career.  Support the show

    41 min
See All (82)

4.8
out of 5
51 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 - 2025
  • Episodes
    82
  • Rating
    Explicit
  • Copyright
    © 2025 Internal Use Only
  • Show Website
    Internal Use Only

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