Internal Use Only
Episodes
Episodes of Internal Use Only
Mark All
Send us a textMike 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 talk about the role of the CIO, the asset backed lending asset class
Send us a textMatt 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
Send us a textBrian Margolis of PG Wholesaling joins the show. We discuss a 7 step framework to ensure 2025 becomes the best year of your sales career.
Send us a textJeff 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/distri
Send us a text2024 Fantasy Football Draft - Wholesaler Edition. The guest and host draft 7-man rosters of thing sales people (wholesalers) typically experience.
Send us a textInspired by nearly 2 decades as wholesaler, Alex Knight recently co-founded Asset Align . Asset align helps individuals access financial planning resources at no cost, and helping advisors get matched with qualified prospects. Wh
Send us a textMark Warren spent close to 4 decades as a wholesaler and divisional manager. He joins today's podcast to talk about 5 risks that wholesalers experience, and ways to overcome those risks.
Send us a textSteve Seid, Divisional Manager at Touchstone Funds, joins today's show. He shares perspective on managing a team of wholesalers and 5 main factors driving their activity and engagement with advisors.Please note that this content w
Send us a textThe host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out"
Send us a textTyson Ray joins today show to discuss his wealth management practice and Total Relationship Approach™ . You can also grab a copy of his book The Total Relationship, and take advantage of several free resources with the link below
Send us a textIn this just-for-kicks episode, the host breaks down a few recent articles and happenings that impact wholesalers and advisors. Advisor Hub article on Morgan Stanley Broker filing lawsuitFiComm RIA Growth Youtube SeriesFinancial A
Send us a textBryan Jordan is a former economist that set the investment policy framework for over $100b in AUM at Nationwide. He joins today's show to talk about:Bad macro calls during his careerDistinguishing sound financial advice vs. noiseW
Send us a textAdam Schwab manages $1b in alternatives and $700m pension assets for Modern Woodman of America. He joins todays show to share his opinions about conferences and events. We break down 12 ways that conferences can be improved for ev
Send us a textBilly Kelly, CEO of the CAIA Association, joins todays show to discuss the State of Private credit. We cover: AUM growth for the asset class, risk/return profile of private credit, and the pros and cons of more retail investors ac
Send us a textMary Anne Doggett has worked with several asset managers and distribution teams , with a focus on the role of the internal wholesaler. She talks about those client experiences and what the evolution of the role has in store .Final
Send us a textThe host runs the first mailbag episode, where listeners submitted questions about trending topics in the industry, wholesaler culture, and travel.Submit our listener survey for a chance to win $$ and podcast merch
Send us a textRuss D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss:His experience selling funds into channels like RIAs , Family Offices, and Private Wealth Groups -- and how getting good prospecting data was hard to
Send us a textDave Lubnik, SVP of Institutional Sales at YCharts, joins todays show. We discuss Fund Flows (end of Q3), commentary from national sales conferences, and the new YCharts proposal tool. Start your free trial of YChartsAlso, win up
Send us a textThe host briefly breaks down the most expensive tables in the industry: Schwab Impact's vendor hall. Best booth set up, best activations, and best giveaways are discussed
Send us a textKurt Dupuis and Steve Seid from Touchstone Investments join Dan to discuss career decisions that almost every wholesaler or advisor face in their career. They include:going from a wholesaler to an advisorgoing from a Wirehouse to
Send us a textSteven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover:Tax topics that advisors actually focus on for their clients (hint: it's way less of an investment product focus than you'd think)How advisors do and don't
Send us a textMaryam Rusch, former wholesaler now co-founder of Cycle Framework Insights, joins the show:Her best value-add resource as an advisorWhy she decided to Co-Found Cycle FrameworkWhy outsourcing your economist makes sense4 Key Cycles
Send us a textThe host & special guest facilitate a live "Fantasy Football Draft," episode, but focused on something that wholesalers and sales teams know well: the National Sales Call16 common occurrences are ranked and drafted to form the ul
Send us a textRobyn Crane, CFP joins today’s show. She coaches financial advisors on all things prospecting and sales, with a focus on serving female FA’s (although not exclusively):We cover:Communication gaps between men and women in the indus
Send us a textGui Costin, Founder and CEO of Dakota joins today show. We cover:Gui's career influences and how that inspired him to found Dakota Dakota's sales process and the core principals for successfully booking meetings, storytelling, and
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