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.
Podcasting since 2021 • 85 episodes
Internal Use Only
Latest Episodes
Pitch Practice & Fund Selling Frameworks
Nolan Lynch, an external covering California, joins today's episode. We cover:The training programs we learned as internals at fund companies MFS, PGIM, and NatixisStructures to deliver an impactful fund pitch to advisors
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Episode 85
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46:23
Annual Reviews & Goal Setting - Steve Seid (Thornburg)
Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholes...
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Episode 84
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53:16
Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command)
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 act...
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Episode 83
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39:18
Jim Falbe - A Look Into Value Investing; AI for Stock Selection
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 ...
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Episode 82
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49:49