Episode notes
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'...
Podcast
Internal Use Only
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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E94 · 7 Jul 2026 · 1 hr 10 min
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E93 · 23 Jun 2026 · 41 min
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E92 · 2 Jun 2026 · 47 min
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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...
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E91 · 12 May 2026 · 45 min
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E90 · 14 Apr 2026 · 42 min
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AM is leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated.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 ...
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