Explore every episode of the podcast Internal Use Only
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command) | 25 Nov 2025 | 00:39:18 | |
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 creating successful partnerships within their advisor network | |||
| Jim Falbe - A Look Into Value Investing; AI for Stock Selection | 04 Nov 2025 | 00:49:49 | |
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. | |||
| Fantasy Draft 2024: Wholesaler Edition | 10 Sep 2024 | 00:55:36 | |
2024 Fantasy Football Draft - Wholesaler Edition. The guest and host draft 7-man rosters of thing sales people (wholesalers) typically experience. | |||
| Alex Knight - Asset Align Co-Founder | 13 Aug 2024 | 00:38:33 | |
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. | |||
| Risks of Wholesaling with Mark Warren | 09 Jul 2024 | 00:47:30 | |
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. | |||
| Steve Seid - Western Divisional Manager at Touchstone Funds | 29 May 2024 | 00:39:29 | |
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. | |||
| Travel & Conferences - In vs. Out | 29 Apr 2024 | 00:23:17 | |
The host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out" | |||
| Tyson Ray - FORM Wealth Advisors (Raymond James) | 26 Mar 2024 | 01:04:53 | |
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: | |||
| Grab Bag: Industry Happenings | 05 Mar 2024 | 00:16:20 | |
In this just-for-kicks episode, the host breaks down a few recent articles and happenings that impact wholesalers and advisors. | |||
| Ask the Economist ft. Bryan Jordan, Cycle Framework Insights Co-Founder | 20 Feb 2024 | 00:49:36 | |
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:
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| Making Conferences Great Again w/ Adam Schwab | 06 Feb 2024 | 01:01:58 | |
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. | |||
| State of Private Credit with Bill Kelly, CAIA Association CEO | 23 Jan 2024 | 00:39:08 | |
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. | |||
| Matt McCue - How Asset Managers Win with RIA and Institutional Data | 30 Sep 2025 | 00:37:09 | |
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. | |||
| Future of the Internal Sales Desk w. Mary Anne Doggett | 09 Jan 2024 | 01:04:07 | |
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 . | |||
| Bonus Episode - Listener Mailbag, Wholesaler Q&A | 19 Dec 2023 | 00:25:48 | |
The host runs the first mailbag episode, where listeners submitted questions about trending topics in the industry, wholesaler culture, and travel. | |||
| RIA, Family Office, and Private Wealth Prospecting Data with Russ D'Argento, Fintrx Founder and CEO | 12 Dec 2023 | 00:44:57 | |
Russ D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss:
Fintrx free preview | |||
| Fund Flows, New Client Proposal Tool with YChart's Dave Lubnik | 28 Nov 2023 | 00:30:54 | |
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. | |||
| Best Booth, Activation, and Giveaways at Schwab Impact | 07 Nov 2023 | 00:24:28 | |
The host briefly breaks down the most expensive tables in the industry: Schwab Impact's vendor hall. | |||
| This or That: Career Decisions for Wholesalers and Advisors | 24 Oct 2023 | 00:49:58 | |
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:
This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals. | |||
| Talkin' Taxes with Steven Jarvis CPA | 10 Oct 2023 | 00:43:14 | |
Steven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover:
https://retirementtaxservices.com/about/ | |||
| Outsourcing Your Chief Economist with Maryam Rusch (Cycle Framework Insights Co-Founder) | 19 Sep 2023 | 00:38:24 | |
Maryam Rusch, former wholesaler now co-founder of Cycle Framework Insights, joins the show:
Learn More and Subscribe Today
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| Fantasy Draft: National Sales Call Edition | 29 Aug 2023 | 00:47:02 | |
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 Call | |||
| Robyn Crane, CFP® - Prospecting Tips for FAs and Wholesalers | 15 Aug 2023 | 00:44:18 | |
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:
Check out her website to access a number of FREE resources, including my favorite - the masterclass on getting an ENDLESS Supply of Ideal Prospects | |||
| Planning & Prep for a 2 Day Conference | 09 Sep 2025 | 00:19:35 | |
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. | |||
| Gui Costin - Dakota Founder & CEO | 26 Jul 2023 | 00:44:14 | |
Gui Costin, Founder and CEO of Dakota joins today show. We cover:
Follow us on Instagram @Internaluseonlypodcast | |||
| Her Side of Wholesaling ft. Kathleen B Jucar | 27 Jun 2023 | 01:03:28 | |
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:
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| 7 Habits of Highly Successful Financial Professionals with Barry Nelson | 13 Jun 2023 | 00:50:16 | |
Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss:
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| Ideas to get more meetings | 31 May 2023 | 00:58:21 | |
Brian Margolis of PG Wholesaling joins today's show (3:00) to discuss ideas to get more meetings. He covers:
Contact Brian directly brian@productivitygiant.com if you'd like to get your calendar more full & build more meaningful relationships with your prospects. | |||
| Jeremy Straub - Coastal Wealth Founder & CEO | 17 May 2023 | 00:40:53 | |
Leading 400 registered reps as Founder and CEO at Coastal Wealth , Jeremy Straub joins today show. We discuss:
Jeremy is also the co-host of the Mindset Meets Money podcast. | |||
| Addiction & Sales featuring Kevin Baker | 02 May 2023 | 00:31:23 | |
Kevin Baker of Kevin Baker Presents joins today show. A former wholesaler, Kevin has a remarkable story of addiction and recovery. We discuss:
If you, anyone on your sales team, or anyone at home is struggling with substance use or addiction, Kevin is available to talk. You can reach him directly at kevin@kevinbakerpresents.com | |||
| Contrarian takes on today's asset management trends (Ryan George, CMO Docupace) | 12 Apr 2023 | 00:30:53 | |
Ryan George, Chief Marketing Officer at Docupace, joins today's show. We talk about wholesaler / marketing dynamics and a few contrarian takes about topics trending in the industry today. | |||
| Exclusive Preview: Cerulli Associates 2023 Intermediary Distribution Report | 21 Mar 2023 | 00:38:32 | |
Andrew Blake is a Senior Analyst in the Wealth Management Division of Cerulli Associates. He works daily with asset management firms and their sales leaders. He joins the Internal Use Only podcast to preview the results from their 2023 Intermediary Distribution Trends Report. This report is focused specifically on retail sales and distribution trends and will be available in June 2023. | |||
| 3 Ways Chat GPT Can Help You and Your Clients | 08 Mar 2023 | 00:20:15 | |
Chat GPT, the more advanced version of Smarterchild (for those millennials out there familiar with AOL instant messanger), has become increasingly popular.
As a bonus, the host reads examples live -- showing the capabilities of the platform in real time. | |||
| Efficient Advisor CEO Libby Greiwe | 22 Feb 2023 | 00:46:49 | |
Libby Greiwe, CEO of the Effecient Advisor LLC joins today show. | |||
| Summer Check-In + Help Grow the Show | 19 Aug 2025 | 00:20:34 | |
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.com/internaluseonlypodcast | |||
| From Internal to Founder w/ Brendan Frazier | 08 Feb 2023 | 00:34:03 | |
Brendan Frazier (not the movie star but a star in his own right), joins today's show. We talk about the value of the internal sales role, and how that experience fueled him to start his own platform serving the advisor community. You can find Brendan's podcast and website below: | |||
| What's the best compensation structure? | 17 Jan 2023 | 00:43:53 | |
Brian Kirk, Managing Partner of LC Kirk & Co (recruitment firm focusing on Wholesalers and Asset Managers), joins today's show. We discuss compensation and how it impacts wholesalers:
Skip to (5:50) to get right to comp conversation. | |||
| The story of Internal Use Only | 04 Jan 2023 | 00:23:43 | |
We kick off 2023 with an easy-going episode. The host was recently interviewed as part of a small business podcast titled "Keep Going," which highlights the stories of small business owners across the country. This short (17 minute) interview profiles the podcast and the host's inspiration.
If you'd like to connect with the host to learn more about being involved, please reach out to internaluseonlypodcast@gmail.com | |||
| What Do Advisors Look For In Their Wholesalers? | 12 Dec 2022 | 00:22:32 | |
YCharts recently published a fantastic report that details the advisor-wholesaler relationship. This report is applicable for Heads of Distribution, National Sales Managers, Divisional Managers, Externals and Internals alike. | |||
| 5 Things to Love & Hate This Conference Season | 28 Nov 2022 | 00:21:28 | |
Fall 2022 Conferences are back in full force. What are 5 things that sales professionals love and hate about attending conferences? The host share some opinions based on his own experiences, and the top priorities for vendors/sales professionals that attend (and sponsor) conferences or events. | |||
| Custom Gift Ideas this Holiday Season | 01 Nov 2022 | 00:36:21 | |
Raema Mauriello, owner and founder of GiftyGal, specializes in custom gift giving for sales professionals. We discuss:
Contact Raema directly, mention the Internal Use Only Podcast, and she'll prepare your custom gift ideas ready to be delivered by the holidays. | |||
| Lessons in Capital Raising ft. Paul Anderson CFA® | 11 Oct 2022 | 00:44:03 | |
Paul Anderson, long-time investment professional and wholesaler, joins today's show. Paul has spent decades in the investment industry and has had a successful sales career working with Institutional, Bank Trust, RIA and Wealth channels. We cover:
Paul's stories and experiences are riddled with nuggets of truth applicable to sales careers and life outside of work. Connect with Paul on LinkedIn. | |||
| Characters You'll Find on a Sales Desk | 20 Sep 2022 | 00:48:34 | |
The host invites two battle-tested, former wholesalers to the show. They share their experiences working as internals at various asset managers. They break down some of the lovable, ever-present Characters You'll Find on a Sales Desk. They include:
Heads up, this has a longer intro than normal to explain the format and structure of today's show. | |||
| Sales Motivation, Mindset, and Authentic Relationships ft. Jason Cutter | 08 Sep 2022 | 00:44:10 | |
Jason Cutter, founder of Cutter Consulting, has a knack for sales training and coaching. With 2022 coming to a close, and 2023 planning on the horizon, Jason shares his perspective on relevant sales topics like:
https://www.cutterconsultinggroup.com | |||
| Rising Stars ft. Orian Williams (Pacific Life) | 23 Aug 2022 | 00:36:23 | |
Orian Williams, JD, LL.M, CFP® joins today's show. We discuss:
https://www.linkedin.com/in/korianwilliams/ | |||
| Unlocking Growth Potential with Jon Randall - Extraordinary Financial Advisors | 17 Jun 2025 | 00:47:24 | |
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 | |||
| Things Wholesalers Wish Advisors Knew | 03 Aug 2022 | 00:50:33 | |
Kurt Dupuis and Steve Seid, Co-Hosts of the Whole Truth Podcast for Financial Advisors & externals at Touchstone Investments, present today's show
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| Leading by Example with Bill Kelly, CAIA® President & CEO | 20 Jul 2022 | 00:35:05 | |
Anybody that's ever studied for an industry exam like CAIA, Series 7, CFA, CIMA etc. will appreciate today's episode. Bill Kelly, President and CEO of the CAIA Association, joins today's show. We discuss:
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| 6 Months Down, 6 Months to Go | 06 Jul 2022 | 00:06:02 | |
You know that glorious feeling when a 45 minute meeting only lasts 10 minutes and everyone leaves? We bring that energy to today's show. | |||
| Trends Impacting Advisors & Wholesalers ft. Penny Phillips | 22 Jun 2022 | 00:47:45 | |
Penny Phillips, Co-Founder and President of Journey Strategic Wealth, has an extensive career as a coach and consultant for advisors. She is well-versed in a handful of industry trends and brings her perspective to today's show. We cover:
https://journeyswadvisor.com/who-we-are/penny-phillips/ | |||