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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 [email protected]

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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 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. 

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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 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 network

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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 teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. 

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Internal Use Only hosts it's first live, in-person podcast. Matt McCue, co-founder of Fin News, joins the show to discuss how wholesalers and asset managers use their platform for timely and up-to-date information on fund performance, institutional investors, and RIA's.

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The host has a short trip planned this week at a 2-day conference. He walks through some of his preparation and approach to the event, adding some commentary around travel logistics as well. 

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The host checks in with the Internal Use Only fans during the final weeks of summer. He shares a few topics that came across his desk including regulatory fines for asset managers, upcoming conferences and events, and more. 

He also outlines the next phase of the podcast's journey and how the audience can support that growth. 

Please consider a donation today to support the production of the show and future content and resource development. Link below:

buymeacoffee.com/internaluseonlypodcast

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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. 

To access FREE Growth Guide , Customized Growth Report, and/or a consultation with his team, visit:

https://www.xfa.coach/ito

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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 talk about the role of the CIO, the asset backed lending asset class (and how it fits in private credit investment landscape).

This is an excellent discussion for anyone that's curious in what private credit actually means, and how it could fit within a retail investors portfolio. 

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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, leverage to get in front of more advisors, and some fun stories/examples along the way.

Check out his series "10x Wholesaling Blueprint" to skyrocket sales & commissions while avoiding burnout. 


This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment.  The opinions expressed are solely those of the speakers and do not reflect the opinions of Bluerock Capital Markets, LLC or its affiliates. Bluerock is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All investing is subject to risk, including the possible loss of principal.

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