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Dave 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.

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Also, win up to $150 in cash, cash prizes, or merch by taking our listener survey:

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The 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

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Kurt 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 advisor
• going from a Wirehouse to an Independent BD
• going from external to management 

This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals.

-Dan

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Steven 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 network with Centers of Influences like CPAs
• What it's like to get an IRS letter or audit

https://retirementtaxservices.com/about/

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Maryam Rusch, former wholesaler now co-founder of Cycle Framework Insights, joins the show:

• Her best value-add resource as an advisor
• Why she decided to Co-Found Cycle Framework
• Why outsourcing your economist makes sense
• 4 Key Cycles of their Economic Framework

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Disclaimer:
The information provided through this recording are provided solely for informational, educational, or entertainment purposes. Cycle Framework Insights is not endorsed by or affiliated with FINRA. The views expressed today, are not intended to provide legal, tax, investment, or insurance advice. Additionally, the insights, views, and other information provided today do not guarantee future performance of investments. Nothing stated should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or other financial decision.

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The host & special guest facilitate a live "Fantasy Football Draft," episode, but focused on something that wholesalers and sales teams know well:  the National Sales Call

16 common occurrences are ranked and drafted to form the ultimate Fantasy Team for your next team call.

Submit your rankings, feedback, comments, or bashing of their team names to:
[email protected]

Follow us on Instagram for more show updates and banter: @internaluseonlypodcast 

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Robyn 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 industry
• Robyn’s most successful prospecting frameworks
• Why high-volume, dial for dollars approach is outdated

Check out her website  to access a number of FREE resources, including my favorite - the masterclass on getting an ENDLESS Supply of Ideal Prospects

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Gui 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 follow-up
• Career advice for investment sales professionals
• The latest offerings and updates from Dakota

Follow us on Instagram @Internaluseonlypodcast

Disclosures 

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Kathleen B Jucar , Financial Paraplanner with Monarch Wealth & Retirement Strategies, joins today show. We cover her wholesaling career path, which brings a very unique perspective. We talk about:

• The grind from internal to external, how she positioned herself for a top tier external territory in California
• How grief shaped her career path towards helping others financially
• Mentoring women in the industry 

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Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss:

• The advisor's perspective: things wholesalers should know about FA's goals
• Get Good: the 7 Habits of Highly Successful Financial Professionals
• The Bleeding Edge: how to win conversations with your prospects

Buy your copy of Get Good: the 7 Habits of Highly Successful Financial Professionals 

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