Internal Use Only

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Ryan George, Chief Marketing Officer at Docupace, joins today's show. We talk about wholesaler / marketing dynamics and a few contrarian takes about topics trending in the industry today.

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

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Andrew Blake is a Senior Analyst in the Wealth Management Division of Cerulli Associates. He works daily with asset management firms and their sales leaders. He joins the Internal Use Only podcast to preview the results from their 2023 Intermediary Distribution Trends Report. This report is focused specifically on retail sales and distribution trends and will be available in June 2023. 

Reach out to Andrew directly to learn more about Cerulli and to get access to the full report. 

[email protected] 
https://www.linkedin.com/in/andrewwrightblake/

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Chat GPT, the more advanced version of Smarterchild (for those millennials out there familiar with AOL instant messanger), has become increasingly popular. 

It's very effective for sales professionals, even wholesalers and advisors. Today, the host breaks down 3 ways that you can use Chat GPT for yourself and for any advisor clients:

• Prospecting emails
• Meeting notes summary with calls to action
• FA marketing , new business 

As a bonus, the host reads examples live -- showing the capabilities of the platform in real time. 

https://potomacfund.com/chatgpt-for-financial-advisors/
https://www.advisorperspectives.com/articles/2023/03/07/embracing-chatgpt-in-wealth-management

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Libby Greiwe, CEO of the Effecient Advisor LLC joins today show. 

Libby grew her own financial advisor practice to 7 figures before selling it. She found a passion for coaching advisors and helping them create their own processes and strategies to have a more successful, stress-free practice. Today, Libby works with wholesalers and advisors that want to help financial planners and financial advisors. We discuss her personal background and how it lead her to the industry, her time as an advisor, balancing work with a newborn , the 7 things that most advisors need to bring structure to in their practice, and some stories from good and bad wholesalers.

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Brendan Frazier (not the movie star but a star in his own right), joins today's show. We talk about the value of the internal sales role, and how that experience fueled him to start his own platform serving the advisor community. You can find Brendan's podcast and website below:

Human Side of Money Podcast
Wired Planning 

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Brian Kirk, Managing Partner of LC Kirk & Co (recruitment firm focusing on Wholesalers and Asset Managers), joins today's show. We discuss compensation and how it impacts wholesalers:

• Comp structure (base/bonus, BPS, commissions)
• Variable / Changes to Comp plans and how that impacts selling
• Stories from Brian's recent conversations with wholesalers across the country

Skip to (5:50) to get right to comp conversation.

Follow Brian on LinkedIn
Follow us on Instagram @Internaluseonlypodcast
Email [email protected]

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We kick off 2023 with an easy-going episode. The host was recently interviewed as part of a small business podcast titled "Keep Going," which highlights the stories of small business owners across the country.  This short (17 minute) interview profiles the podcast and the host's inspiration.

Internal Use Only started as a passion project 2 years ago (and very much still is), but there's more plans ahead this year and beyond. In this episode you'll learn more about the show including:

• The show's background and why the host started recording
• Successes and failures building the audience and booking guest interviews
• Plans for the future

If you'd like to connect with the host to learn more about being involved, please reach out to [email protected]

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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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