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For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. New episodes every 2 weeks.
70 Episodes
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Send us a Text Message.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 change without notice in reacting to shifting economic, market, business and other conditions. Touc...
Send us a Text Message.The host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out"
Send us a Text Message.Tyson 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 ...
Send us a Text Message.In 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
Send us a Text Message.Bryan Jordan is a former economist that set the investment policy framework for over $100b in AUM at Nationwide. He joins today's show to talk about:Bad macro calls during his careerDistinguishing sound financial advice vs. noiseWhy investors can expect more lengthy investment cycles than in previous erashttps://www.cycleframework.com/
Send us a Text Message.Adam Schwab manages $1b in alternatives and $700m pension assets for Modern Woodman of America. He joins todays show to share his opinions about conferences and events. We break down 12 ways that conferences can be improved for everyone involved -- Investors, Asset Managers that Sponsor, and event organizers themselves. https://adamdschwab.com/articles/conferences
Send us a Text Message.Billy Kelly, CEO of the CAIA Association, joins todays show to discuss the State of Private credit. We cover: AUM growth for the asset class, risk/return profile of private credit, and the pros and cons of more retail investors accessing traditionally alternative asset classes.
Send us a Text Message.Mary Anne Doggett has worked with several asset managers and distribution teams , with a focus on the role of the internal wholesaler. She talks about those client experiences and what the evolution of the role has in store .Final day to complete the listener survey !
Send us a Text Message.The host runs the first mailbag episode, where listeners submitted questions about trending topics in the industry, wholesaler culture, and travel.Submit our listener survey for a chance to win $$ and podcast merch
Send us a Text Message.Russ D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss:His experience selling funds into channels like RIAs , Family Offices, and Private Wealth Groups -- and how getting good prospecting data was hard to come byWhy he founded Fintrx to make contact information and hundreds of other data points easily available for RIAs, FOs, and Private Wealth GroupsHow AI is embedded in their platform to easily build list, gather competitive intel, and prepar...
Send us a Text Message.Dave Lubnik, SVP of Institutional Sales at YCharts, joins todays show. We discuss Fund Flows (end of Q3), commentary from national sales conferences, and the new YCharts proposal tool. Start your free trial of YChartsAlso, win up to $150 in cash, cash prizes, or merch by taking our listener survey:Listener Feedback Survey
Send us a Text Message.The host briefly breaks down the most expensive tables in the industry: Schwab Impact's vendor hall. Best booth set up, best activations, and best giveaways are discussed
Send us a Text Message.Kurt Dupuis and Steve Seid from Touchstone Investments join Dan to discuss career decisions that almost every wholesaler or advisor face in their career. They include:going from a wholesaler to an advisorgoing from a Wirehouse to an Independent BDgoing from external to management This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals.-Dan
Send us a Text Message.Steven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover:Tax topics that advisors actually focus on for their clients (hint: it's way less of an investment product focus than you'd think)How advisors do and don't network with Centers of Influences like CPAsWhat it's like to get an IRS letter or audithttps://retirementtaxservices.com/about/
Send us a Text Message.Maryam Rusch, former wholesaler now co-founder of Cycle Framework Insights, joins the show:Her best value-add resource as an advisorWhy she decided to Co-Found Cycle FrameworkWhy outsourcing your economist makes sense4 Key Cycles of their Economic FrameworkLearn More and Subscribe TodayDisclaimer:The information provided through this recording are provided solely for informational, educational, or entertainment purposes. Cycle Framework Insights is not endorsed by or af...
Send us a Text Message.The host & special guest facilitate a live "Fantasy Football Draft," episode, but focused on something that wholesalers and sales teams know well: the National Sales Call16 common occurrences are ranked and drafted to form the ultimate Fantasy Team for your next team call. Submit your rankings, feedback, comments, or bashing of their team names to:internaluseonlypodcast@gmail.comFollow us on Instagram for more show updates and banter: @internaluseonlypodcast&n...
Send us a Text Message.Robyn Crane, CFP joins today’s show. She coaches financial advisors on all things prospecting and sales, with a focus on serving female FA’s (although not exclusively):We cover:Communication gaps between men and women in the industryRobyn’s most successful prospecting frameworksWhy high-volume, dial for dollars approach is outdatedCheck out her website to access a number of FREE resources, including my favorite - the masterclass on getting an ENDLESS Supply o...
Send us a Text Message.Gui Costin, Founder and CEO of Dakota joins today show. We cover:Gui's career influences and how that inspired him to found Dakota Dakota's sales process and the core principals for successfully booking meetings, storytelling, and follow-upCareer advice for investment sales professionalsThe latest offerings and updates from DakotaFollow us on Instagram @InternaluseonlypodcastDisclosures
Send us a Text Message.Kathleen B Jucar , Financial Paraplanner with Monarch Wealth & Retirement Strategies, joins today show. We cover her wholesaling career path, which brings a very unique perspective. We talk about:The grind from internal to external, how she positioned herself for a top tier external territory in CaliforniaHow grief shaped her career path towards helping others financiallyMentoring women in the industry
Send us a Text Message.Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss:The advisor's perspective: things wholesalers should know about FA's goalsGet Good: the 7 Habits of Highly Successful Financial ProfessionalsThe Bleeding Edge: how to win conversations with your prospectsBuy your copy of Get Good: the 7 Habits of Highly Successful Financial Professionals
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