Internal Use Only

Dan S.
  • ٤٫٨ (٥٣)
  • الوظائف
  • مرتان في الشهر

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. قبل ٦ أيام

    How Top Wholesalers Manage Time and Territory in 2026 with John Sierawski - Sequoia Training

    Send a text For over 25 years, the Sequoia Training program has helped wholesalers be†ter organize their sales systems and increase their effectiveness. President John Sierawski joins today's show to discuss: Modern Territory Management: travel rotations with anchor meetings3x2 Referal system and how that leads to more new business16 touchpoint approach to adding more advisors amongst your client listReach out to John directly or check out their website for more details: LinkedIn Sequoia Website Sequoia LinkedIn To watch video clips including today's charts and videos, check out Internal Use Only on YouTube: https://www.youtube.com/@InternalUseOnly Support the show

    ٤٩ من الدقائق

  2. ٢٠ يناير

    Pitch Practice & Fund Selling Frameworks

    Send us a text Nolan Lynch, an external covering California, joins today's episode. We cover: The training programs we learned as internals at fund companies MFS, PGIM, and NatixisStructures to deliver an impactful fund pitch to advisorsChallenging advisors asset class allocation and consulting them on product optionsInterested in working with Internal Use Only to sharpen your pitch skills or create a framework/ training program for your internals or new hires? DM us on Instagram or email us internaluseonlypodcast@gmail.com Support the show

    ٤٦ من الدقائق

  3. ١٦‏/١٢‏/٢٠٢٥

    Annual Reviews & Goal Setting - Steve Seid (Thornburg)

    Send us a text Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more.  Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution community.  Follow us on LinkedIn - Internal Use Only  Check us out on Instagram for show updates, video clips, and weekly memes. Support the show

    ٥٣ من الدقائق

  4. ٢٥‏/١١‏/٢٠٢٥

    Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command)

    Send us a text Peter Schenck has spent nearly two decades as an advisor, branch manager, and most recently building a team of wholesalers. He joins the and discusses his experiences as advisor and what wholesalers did to stand out. He shares practical and actionable advice on 3 topics that are currently driving advisor activity: long-term care, estate planning, and tax efficient distributions.  He also details how he's help build a wholesaler team that is exceeding their goals and creating successful partnerships within their advisor network Support the show

    ٣٩ من الدقائق

  5. ٠٤‏/١١‏/٢٠٢٥

    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

    ٥٠ من الدقائق

  6. ٣٠‏/٠٩‏/٢٠٢٥

    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

    ٣٧ من الدقائق

  7. ٠٩‏/٠٩‏/٢٠٢٥

    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

    ٢٠ من الدقائق

  8. ١٩‏/٠٨‏/٢٠٢٥

    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

    ٢١ من الدقائق
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٤٫٨
من ٥
‫٥٣ من التقييمات‬

حول

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.

المعلومات

  • صناع العمل
    Dan S.
  • سنوات النشاط
    ٢٠٢١ - ٢٠٢٦
  • الحلقات
    ٨٦
  • التقييم
    فاضح
  • حقوق النشر
    © 2026 Internal Use Only
  • موقع البرنامج على الويب
    Internal Use Only

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