22 Sep 2026 · 35 min
Send us Fan Mail The host brings back the Fantasy Draft concept, drafting a roster of traits and characteristics of the best wholesalers he's interviewed or worked with during his career as a wholesaler. Loving Internal Use Only? Sign up for our free newsletter for episode recaps, community benefits, and more Support the show
18 Aug 2026 · 35 min
Send us Fan Mail Chad Taylor of Seapoint Wealth Advisors joins todays episode to discuss the founding of his advisory firm and what topics and subjects are trending for his clients. Loving Internal Use Only? Sign up for our free newsletter for episode recaps, community benefits, and more Support the show
E95 · 28 Jul 2026 · 36 min
Send us Fan Mail Brian Kirk has been an executive recruiter specializing in the asset management industry (sales/distribution) for 25+ years. He joins the show to discuss data collected during his 2026 Compensation Survey. We highlight some interesting results from his report - including: The premium placed on experienced externals with existing relationshipsPreferences and philosophies that firms have when developing the RIA channelIdeal advisor coverage modelsExamples of comp plans that he'...
E94 · 7 Jul 2026 · 1 hr 10 min
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 wholesalers and advisor partners. To learn more about Internal Use Only productions and how to ...
E93 · 23 Jun 2026 · 41 min
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 Subscribe to the brand-new Internal Use Only newsletter for more information and updates Thank you to NOBULL ...
E92 · 2 Jun 2026 · 47 min
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 Internal Use Only to deliver this episode. NOBULL has several wholesaler-approved items for our busy liv...
E91 · 12 May 2026 · 45 min
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 in less than 2 hours Want more of Internal Use Only? Subscribe to our newsletter for show upd...
E90 · 14 Apr 2026 · 42 min
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 ...
E89 · 31 Mar 2026 · 37 min
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
E88 · 17 Mar 2026 · 35 min
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. [email protected], or send a DM ...
E87 · 4 Mar 2026 · 44 min
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...
E86 · 10 Feb 2026 · 49 min
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...
E85 · 20 Jan 2026 · 46 min
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 u...
E84 · 16 Dec 2025 · 53 min
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...
E83 · 25 Nov 2025 · 39 min
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 crea...
E82 · 4 Nov 2025 · 50 min
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 impact that that can/will have on how analysts work. Support the show
E81 · 30 Sep 2025 · 37 min
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
E80 · 9 Sep 2025 · 20 min
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
E79 · 19 Aug 2025 · 21 min
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 production of the show and future content and resource development. Link below: buymeacoffee....
E78 · 17 Jun 2025 · 47 min
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 show
E77 · 18 Feb 2025 · 51 min
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 means, and how it could fit within a retail investors portfolio. Support the show
E76 · 21 Jan 2025 · 49 min
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 Blueprint" to skyrocket sales & commissions while avoiding burnout. This information is educational ...
E75 · 3 Dec 2024 · 41 min
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
E74 · 15 Oct 2024 · 51 min
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 changeProduct Development, Launching New ProductsBusiness impact and how alternatives are shaping the retail channelsCheck out Jeff's blog - it's one of the better ones I've come acro...
E73 · 10 Sep 2024 · 56 min
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
E72 · 13 Aug 2024 · 39 min
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 [email protected] , or you can text us directly via the Apple podcast or spotify app. Support the show
E71 · 9 Jul 2024 · 48 min
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
E70 · 29 May 2024 · 39 min
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 change without notice in reacting to shifting economic, market, business and other conditions. Touchst...
E69 · 29 Apr 2024 · 23 min
Send us Fan Mail The host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out" Support the show
E68 · 26 Mar 2024 · 1 hr 5 min
Send us Fan Mail 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 W...
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.
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