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. 

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 ...

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. ...

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 tal...

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, lev...