Internal Use Only – Détails, épisodes et analyse

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Matt Defirdinando 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 in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment.  The opinions expressed are solely those of the speakers and do not reflect the opinions of Bluerock Capital Markets, LLC or its affiliates. Bluerock is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All investing is subject to risk, including the possible loss of principal.

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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. 

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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 career
• Distinguishing sound financial advice vs. noise
• Why investors can expect more lengthy investment cycles than in previous eras

https://www.cycleframework.com/

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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

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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. 

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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 !

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The host runs the first mailbag episode, where listeners submitted questions about trending topics in the industry, wholesaler culture, and travel.

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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 by
• Why he founded Fintrx to make contact information and hundreds of other data points easily available for RIAs, FOs, and Private Wealth Groups
• How AI is embedded in their platform to easily build list, gather competitive intel, and prepare for meeting

Fintrx free preview

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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.

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Also, win up to $150 in cash, cash prizes, or merch by taking our listener survey:

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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