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 • 78 episodes
Internal Use Only
Latest Episodes
Unlocking Growth Potential with Jon Randall - Extraordinary Financial Advisors
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. ...
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Episode 78
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47:24
Asset Class Breakdown: Mike Dowdall (Alternative Fund Advisors) on Asset Back Lending
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...
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Episode 77
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50:55
Revamp Your Territory ft. Matt DiFerdinando
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...
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Episode 76
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49:00
Setting Up Your Best Year ft. Brian Margolis
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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Episode 75
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40:49
Jeff Ringdahl - CEO Insights for Sales & Distribution Teams
Jeff Ringdahl has spent 25+ years in the industry, most recently as President and CEO of Resolute Investment Managers (~$80b AUM). He joins today's show to offer his perspective on how senior leadership interacts with sales/distribution efforts...
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Episode 74
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51:04