Internal Use Only

Hosted by Dan S.

Business Investing Education

Website RSS feed

Episodes

Latest episode

Jun 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

June 2, 2026Episode 9246 min

Michael Joyce - Calamos Investments | Fitness, Discipline, and Wholesaling

Send us Fan MailMichael Joyce from Calamos Investments joins the show to discuss his career as a wholesaler covering New England and Chicago, with an emphasis on how his fitness, diet and discipline has contributed to his success and performance as a wholesaler.Subscribe to the brand-new Internal Use Only newsletter for more information and updatesThank you to NOBULL for partnering with Internal Use Only to deliver this episode.NOBULL has several wholesaler-approved items for our busy lives. Their new Public Rec collection has men’s tops and bottoms that have you covered from your commute, to a meeting, to the course.You can support Internal Use Only by shopping my link below. Use code WELCOME30 for 30% off your first order.Shop NOBULL’s Public Rec Collection.Support the show

May 12, 2026Episode 9144 min

Devin Benton - How $500m Mandates Are Won (And Lost)

Send us Fan MailDevin Benton has 20+ years of institutional wholesaling experience. He joined the Internal Use Only podcast for the first live video interview in Fort Worth, TX to share some stories that detail all the nuances that went into some big successes, and the lessons he learned from even bigger losses. You can find the Institutional Sales Playbook to get an MBA in institutional sales in less than 2 hoursWant more of Internal Use Only? Subscribe to our newsletter for show updates and more.Support the show

April 14, 2026Episode 9041 min

Pete Martin - Head of Client Portfolio Management - Empirical Asset Management

Send us Fan MailPete Martin joins the Internal Use Only podcast for our second ever live recording. Pete's impressive background in sales lead to several roles as Client Portfolio Manager - bringing product and PM-level expertise to financial advisors. He discusses how Empirical AM is leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated. Subscribe to our newsletter on our new websiteTrefis - AI Stock Analysis Support the show

March 31, 2026Episode 8937 min

Adrienne Grace CFA® - Mindset, Energy and Spiritual Alignment

Send us Fan MailAdrienne Grace spent 16 years as a wholesaler, earning her CFA and reaching financial success along the way. She joins the show to detail her own personal journey of self-discovery and the ways she is working with advisors and wholesalers as a mindset and performance coach. Learn more about her programs by visiting the links below:www.Adrienne-Grace.com/5DUwww.FreeGiftFromGrace.comSupport the show

March 17, 2026Episode 8835 min

5 Observations from Cerulli Associates' 2025 US Intermediary Distribution Report

Send us Fan MailDan Sullivan and Andrew Blake, Associate Wealth Director at Cerulli Associates, joins today show. We discuss 5 trends and observations from their 2025 US Intermediary Distribution Report. Got an upcoming summer sales meeting or training day? Reach out directly if you'd like Internal Use Only to participate. Keynotes, panel moderation, workshops, or in-person interviews can bring the show to your sales team this summer. internaluseonlypodcast@gmail.com, or send a DM to the LinkedIn pageFor video clips, tune into our YouTube channelSupport the show

March 4, 2026Episode 8743 min

Bringing Institutional Private Markets to Wealth - Chris Schelling (Aksia)

Send us Fan MailAs institutional investing in private markets makes its way into the wealth channel, advisors and investors are being asked to think differently about liquidity, access, and portfolio construction.In this episode, Dan sits down with Chris Schelling, Managing Director at Aksia, to explore what happens when institutional discipline meets retail reality, and how private markets are evolving as a result.Together, they discuss:Why private markets are becoming more accessible to wealth clients, and what’s driving adoptionThe structural differences between institutional and retail portfolios when allocating to alternativesHow evergreen and semi-liquid vehicles work and why they are often preferable for retail investorsWhat advisors should understand about diligence, liquidity, and valuation as these strategies move downstreamDisclosures and DisclaimersThe views expressed by the host and guest are their own and are for informational and educational purposes only. Neither the host nor guest is acting as a registered representative for any specific investment strategy, and this discussion should not be construed as a recommendation or endorsement of any investment.Support the show

February 10, 2026Episode 8648 min

How Top Wholesalers Manage Time and Territory in 2026 with John Sierawski - Sequoia Training

Send us Fan MailFor over 25 years, the Sequoia Training program has helped wholesalers be†ter organize their sales systems and increase their effectiveness. President John Sierawski joins today's show to discuss:Modern Territory Management: travel rotations with anchor meetings3x2 Referal system and how that leads to more new business16 touchpoint approach to adding more advisors amongst your client listReach out to John directly or check out their website for more details:LinkedInSequoia WebsiteSequoia LinkedInTo watch video clips including today's charts and videos, check out Internal Use Only on YouTube:https://www.youtube.com/@InternalUseOnlySupport the show

January 20, 2026Episode 8546 min

Pitch Practice & Fund Selling Frameworks

Send us Fan MailNolan 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 advisorsChallenging advisors asset class allocation and consulting them on product optionsInterested 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.comSupport the show

December 16, 2025Episode 8453 min

Annual Reviews & Goal Setting - Steve Seid (Thornburg)

Send us Fan MailSteve 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 wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution community. Follow us on LinkedIn - Internal Use Only Check us out on Instagram for show updates, video clips, and weekly memes.Support the show

November 25, 2025Episode 8339 min

Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command)

Send us Fan MailPeter 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 networkSupport the show