Internal Use Only - Dan S. | My Podcast Data

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https://buymeacoffee.com/internaluseonlypodcast
79 shares
https://pgwholesaling.com/
3 shares
https://www.cycleframework.com/
3 shares

https://www.buzzsprout.com/twilio/text_messages/1692352/open_sms
79 shares

https://www.linkedin.com/in/lckirk/
3 shares
https://www.linkedin.com/in/brianfahearn/
2 shares
https://www.linkedin.com/in/jascut/

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Revamp Your Territory ft. Matt DiFerdinando

Episode 76

Tuesday, January 21, 2025 • Duration 49:00

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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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Setting Up Your Best Year ft. Brian Margolis

Episode 75

Tuesday, December 3, 2024 • Duration 40:49

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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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Ask the Economist ft. Bryan Jordan, Cycle Framework Insights Co-Founder

Episode 66

Tuesday, February 20, 2024 • Duration 49:36

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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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Making Conferences Great Again w/ Adam Schwab

Episode 65

Tuesday, February 6, 2024 • Duration 01:01:58

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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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State of Private Credit with Bill Kelly, CAIA Association CEO

Episode 64

Tuesday, January 23, 2024 • Duration 39:08

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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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Future of the Internal Sales Desk w. Mary Anne Doggett

Episode 63

Tuesday, January 9, 2024 • Duration 01:04:07

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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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Bonus Episode - Listener Mailbag, Wholesaler Q&A

Tuesday, December 19, 2023 • Duration 25:48

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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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RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO

Episode 61

Tuesday, December 12, 2023 • Duration 44:57

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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

Submit our listener survey for a chance to win $$ and podcast merch

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Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik

Episode 60

Tuesday, November 28, 2023 • Duration 30:54

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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.

Start your free trial of YCharts

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

Listener Feedback Survey

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Best Booth, Activation, and Giveaways at Schwab Impact

Episode 59

Tuesday, November 7, 2023 • Duration 24:28

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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

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Internal Use Only – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

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Related Shows Based on Content Similarities

Internal Use Only – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Shared links between episodes and podcasts

Other59

Buzzsprout1

LinkedIn28

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other59

Buzzsprout1

LinkedIn28