Internal Use Only

Send us Fan Mail MFS Investment Management is celebrating 30 years of delivering value-add resources to their advisors. Their suite of resources have been developed with advisor's and their end clients in mind - without an emphasis on product.  This is a feature story featuring interviews with 3 current and former MFS employees that have shaped and implemented these resources with their whole...

Send us Fan Mail Brian Margolis joins the show to discuss his new new framework that helps wholesalers get to the top of their game. We also discuss what sales activities are creating the best outcomes for wholesalers. As a bonus, we suggest a few biases that are holding wholesalers and distribution teams back. Access the whitepaper "Wholesaler Roadmap to the Top" at PGwholesaling.com Su...

Send us Fan Mail Michael Joyce from Calamos Investments joins the show to discuss his career as a wholesaler covering New England and Chicago, with an emphasis on how his fitness, diet and discipline has contributed to his success and performance as a wholesaler. Subscribe to the brand-new Internal Use Only newsletter for more information and updates Thank you to NOBULL for partnering with Interna...

Send us Fan Mail Devin Benton has 20+ years of institutional wholesaling experience. He joined the Internal Use Only podcast for the first live video interview in Fort Worth, TX to share some stories that detail all the nuances that went into some big successes, and the lessons he learned from even bigger losses.  You can find the Institutional Sales Playbook to get an MBA in institutional sales i...

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...

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. FreeGiftFromGra...

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 b...

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...

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 meetings 3x2 Referal system and how that leads to more new business 16 touchpoint approach to adding more advisors amongst...

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 Natixis Structures to deliver an impactful fund pitch to advisors Challenging advisors asset class allocation and consulting them on product options Interested in working with Internal Use Only to sharpen your pitch skil...

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...

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. ...

Send us Fan Mail 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...

Send us Fan Mail 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

Send us Fan Mail 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

Send us Fan Mail 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 p...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail Matt DiFerdinando 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...

Send us Fan Mail 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

Send us Fan Mail Jeff 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 change Product Development, Launching New Products Business impact and how altern...

Send us Fan Mail 2024 Fantasy Football Draft - Wholesaler Edition. The guest and host draft 7-man rosters of thing sales people (wholesalers) typically experience.  Support the show

Send us Fan Mail Inspired 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 ,...

Send us Fan Mail Mark 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.  Support the show

Send us Fan Mail 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 ch...