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Chad Taylor of Seapoint Wealth Advisors joins todays episode to discuss the founding of his advisory firm and what topics and subjects are trending for his clients. 

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Brian Kirk has been an executive recruiter specializing in the asset management industry (sales/distribution) for 25+ years. He joins the show to discuss data collected during his 2026 Compensation Survey. We highlight some interesting results from his report - including:

• The premium placed on experienced externals with existing relationships
• Preferences and philosophies that firms have when developing the RIA channel
• Ideal advisor coverage models
• Examples of comp plans that he's seeing in the field today

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MFS Investment Management is celebrating 30 years of delivering value-add resources to their advisors. Their suite of resources have been developed with advisor's and their end clients in mind - without an emphasis on product. 

This is a feature story featuring interviews with 3 current and former MFS employees that have shaped and implemented these resources with their wholesalers and advisor partners. 

To learn more about Internal Use Only productions and how to be featured, visit:

Internal Use Only - Contact Us

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Brian Margolis joins the show to discuss his new new framework that helps wholesalers get to the top of their game. We also discuss what sales activities are creating the best outcomes for wholesalers. As a bonus, we suggest a few biases that are holding wholesalers and distribution teams back.

Access the whitepaper "Wholesaler Roadmap to the Top" at PGwholesaling.com

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Thank 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.

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Michael 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 updates

Thank 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.

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Devin 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 hours

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Pete 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. 

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Trefis - AI Stock Analysis 

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Adrienne 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/5DU

www.FreeGiftFromGrace.com

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Dan 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.

[email protected], or send a DM to the LinkedIn page

For video clips, tune into our YouTube channel

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As 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 adoption
• The structural differences between institutional and retail portfolios when allocating to alternatives
• How evergreen and semi-liquid vehicles work and why they are often preferable for retail investors
• What advisors should understand about diligence, liquidity, and valuation as these strategies move downstream

Disclosures and Disclaimers

The 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.

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