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.
Internal Use Only
Pitch Practice & Fund Selling Frameworks
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Dan S.
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Episode 85
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 Natixis
- Structures to deliver an impactful fund pitch to advisors
- Challenging advisors asset class allocation and consulting them on product options
Interested in working with Internal Use Only to sharpen your pitch skills or create a framework/ training program for your internals or new hires?
DM us on Instagram or email us internaluseonlypodcast@gmail.com