Internal Use Only

Dan S.
  • 4,8 (53)
  • NGHỀ NGHIỆP
  • MỘT THÁNG HAI LẦN

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. 14 THG 4

    Pete Martin - Head of Client Portfolio Management - Empirical Asset Management

    Send us Fan Mail Pete Martin joins the Internal Use Only podcast for our second ever live recording. Pete's impressive background in sales lead to several roles as Client Portfolio Manager - bringing product and PM-level expertise to financial advisors. He discusses how Empirical AM is leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated.  Subscribe to our newsletter on our new website Trefis - AI Stock Analysis  Support the show

    42 phút

  2. 31 THG 3

    Adrienne Grace CFA® - Mindset, Energy and Spiritual Alignment

    Send us Fan Mail Adrienne Grace spent 16 years as a wholesaler, earning her CFA and reaching financial success along the way. She joins the show to detail her own personal journey of self-discovery and the ways she is working with advisors and wholesalers as a mindset and performance coach.  Learn more about her programs by visiting the links below: www.Adrienne-Grace.com/5DU www.FreeGiftFromGrace.com Support the show

    37 phút

  3. 17 THG 3

    5 Observations from Cerulli Associates' 2025 US Intermediary Distribution Report

    Send us Fan Mail Dan Sullivan and Andrew Blake, Associate Wealth Director at Cerulli Associates, joins today show. We discuss 5 trends and observations from their 2025 US Intermediary Distribution Report.  Got an upcoming summer sales meeting or training day? Reach out directly if you'd like Internal Use Only to participate. Keynotes, panel moderation, workshops, or in-person interviews can bring the show to your sales team this summer. internaluseonlypodcast@gmail.com, or send a DM to the LinkedIn page For video clips, tune into our YouTube channel Support the show

    35 phút

  4. 4 THG 3

    Bringing Institutional Private Markets to Wealth - Chris Schelling (Aksia)

    Send us Fan Mail As institutional investing in private markets makes its way into the wealth channel, advisors and investors are being asked to think differently about liquidity, access, and portfolio construction. In this episode, Dan sits down with Chris Schelling, Managing Director at Aksia, to explore what happens when institutional discipline meets retail reality, and how private markets are evolving as a result. Together, they discuss: Why private markets are becoming more accessible to wealth clients, and what’s driving adoptionThe structural differences between institutional and retail portfolios when allocating to alternativesHow evergreen and semi-liquid vehicles work and why they are often preferable for retail investorsWhat advisors should understand about diligence, liquidity, and valuation as these strategies move downstreamDisclosures and Disclaimers The views expressed by the host and guest are their own and are for informational and educational purposes only. Neither the host nor guest is acting as a registered representative for any specific investment strategy, and this discussion should not be construed as a recommendation or endorsement of any investment. Support the show

    44 phút

  5. 10 THG 2

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

    Send us Fan Mail 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

    49 phút

  6. 20 THG 1

    Pitch Practice & Fund Selling Frameworks

    Send us Fan Mail 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

    46 phút

  7. 16/12/2025

    Annual Reviews & Goal Setting - Steve Seid (Thornburg)

    Send us Fan Mail 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

    53 phút

  8. 25/11/2025

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

    Send us Fan Mail 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

    39 phút
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4,8
/5
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Dan S.
  • Năm hoạt động
    2021 - 2026
  • Tập
    90
  • Xếp hạng
    Thô tục
  • Bản quyền
    © 2026 Internal Use Only
  • Trang web chương trình
    Internal Use Only

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