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YCharts recently published a fantastic report that details the advisor-wholesaler relationship. This report is applicable for Heads of Distribution, National Sales Managers, Divisional Managers, Externals and Internals alike.

The host highlights a few key survey results, and offers an opinion on how these data points might impact distribution professionals.

Disclaimer: the opinions expressed by the host are purely his own and are not affiliated with YCharts or any other entity.



Click here to download the full report
Start Your FREE 7-Day YCharts Trial 

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Fall 2022 Conferences are back in full force. What are 5 things that sales professionals love and hate about attending conferences? The host share some opinions based on his own experiences, and the top priorities for vendors/sales professionals that attend (and sponsor) conferences or events.

Skip to ~2:30min mark if you'd like to get right to the point.

Email us at [email protected] or Connect with the host on LinkedIn to share your thoughts, feedback, or anything he missed in today's breakdown.

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Raema Mauriello, owner and founder of GiftyGal, specializes in custom gift giving for sales professionals. We discuss:

• Gift ideas in the $100-$300 dollar range
• Customizing gifts based on hobbies, interests, and activities of the recipient
• Standing out from the boring, unmemorable corporate gifts
• Appropriate gifts that don't cross the line of professional/personal gifting

Contact Raema directly, mention the Internal Use Only Podcast, and she'll prepare your custom gift ideas ready to be delivered by the holidays. 

[email protected]

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Paul Anderson, long-time investment professional and wholesaler, joins today's show. Paul has spent decades in the investment industry and has had a successful sales career working with Institutional, Bank Trust, RIA and Wealth channels. We cover:

• Navigating the manager selection process with Public Pensions & Consultants
• Tricks and tips when organizing sales presentations with CPMs, PMs, etc.
• Paul’s process oriented-approach to life and professionalism

Paul's stories and experiences are riddled with nuggets of truth applicable to sales careers and life outside of work. Connect with Paul on LinkedIn.

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The host invites two battle-tested, former wholesalers to the show. They share their experiences working as internals at various asset managers. They break down some of the lovable, ever-present Characters You'll Find on a Sales Desk. They include:

• The career internal
• The one that isn't cut out for sales or doesn't want to be there
• The Hot Shot Recent Grad / Wolf of Wall Street wannabe
• The Degenerate
• The Stat Juicer / Fraud
• The over-qualified individual

Heads up, this has a longer intro than normal to explain the format and structure of today's show.

Disclaimer: the opinions expressed by the hosts are based on personal experiences and are solely their own. 

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Jason Cutter, founder of Cutter Consulting, has a knack for sales training and coaching. With 2022 coming to a close, and 2023 planning on the horizon, Jason shares his perspective on relevant sales topics like:

• Internal and external motivating factors for sales professionals
• Authentic relationships -- and understanding how you can treat clients, prospects, and even friends/family in a way that makes them feel valued
• Positive mindset & breaking out of sales slumps

https://www.cutterconsultinggroup.com
https://www.linkedin.com/in/jascut/
Buy Jason's book,  "Selling with Authentic Persuasion"

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Orian Williams, JD, LL.M, CFP® joins today's show. We discuss:

• Receiving the 2022 Rising Star award presented by the Association for Wholesaling Diversity
• How his law background helps him serve RIA's on tax resources/education
• How family life has influenced his work habits...and contributes to success in the field

https://www.linkedin.com/in/korianwilliams/

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Kurt Dupuis and Steve Seid, Co-Hosts of the Whole Truth Podcast for Financial Advisors & externals at Touchstone Investments, present today's show 

• 00min-25 mins: Dan Sullivan, Host of the Internal Use Only podcast, gets interviewed about the origins of the show and it's early success. Dan also asks Kurt and Steve about their show, and how they built their library of 40+ episodes
• 25:00-47:00 They discuss "Things Wholesalers Wish Advisors Knew." 

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Anybody that's ever studied for an industry exam like CAIA, Series 7, CFA, CIMA etc. will appreciate today's episode. Bill Kelly, President and CEO of the CAIA Association, joins today's show. We discuss:

• Studying for the CAIA charter, which Bill completed in 2022
• Why he wanted to lead an organization like CAIA
• State of CAIA membership globally
• Resources and Programs to enhance your knowledge of Alternative Investments

UniFi by CAIA™
Portfolio for the Future
Bill Kelly on LinkedIn

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You know that glorious feeling when a 45 minute meeting only lasts 10 minutes and everyone leaves? We bring that energy to today's show.

Call To Action: Suggest Topics + Guests

Email Us - [email protected]
text: +1 804-380-3225

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