Internal Use Only

Send us Fan Mail

Mallory Pazder spent a decade working as a wholesaler, and the experience helped her launch two new business ventures. She joins today's show to discuss:

• Maturing into the role after being promoted to an external wholesaler at a young age
• Managing her territory like a business and delegate responsibility to her internal team
• What it's like being a woman in wholesaling -- including one particularly cringe-worthy story about an advisor pushing boundaries
• Her entrepreneurial spirit, which has lead her to purse a career in Real Estate
• MPowered Coaching, her new coaching business, and the inspiration she gained for helping women in sales, business, and confidence

You can find Mallory and view her coaching plans by visiting:
https://www.mallorypazder.com/
https://www.linkedin.com/in/mallorykpazder/ 

Support the show

Send us Fan Mail

Hi (Client First Name),

I hope all is well. (insert  generic line about time flying and Q1 being complete) .  As requested, please see attached materials for Q1 2022:

• Podcast Performance YTD
• PM Commentary - Thank You's to Guests + Listeners
• Market Outlook / Opportunities Ahead
• How YOU can help grow the show

As always, we appreciate your continued support and continued business. Don't hesitate to reach out with any further questions.

Best/Kind/Warm Regards,

Internal Use Only Podcast
[email protected]

Support the show

Send us Fan Mail

Jeff Cerutti, Founder of Rutti Consulting, has over 30 years experience leading, managing, and interacting with wholesalers.  As an industry veteran working with asset managers and distribution teams, he shares his unique perspective on the wholesaling gig. This conversation isn't for the faint of heart -- we discuss habits, behaviors, and real life examples of the financial sales ecosystem. Notable topics include:

• Measuring wholesaler performance with Jeff's 5-Criteria system
• Culture between internals and externals
• Juicing talk time and activity stats on the desk
• The worst bagel selection in Wirehouse breakfast history
• Ridiculous ride-along & sales meeting encounters
• Taking advantage of your regions sights and experiences while traveling -- and never taking the red eye flight home

https://www.linkedin.com/in/jeff-cerutti-9794266
http://rutticonsulting.com/

Support the show

Send us Fan Mail

Brian Margolis built his wholesaling consulting/coaching business from the ground up by getting big results for wholesalers and then letting the word spread. In addition to his work with asset managers and insurance companies, he averages over 1,000 individual wholesaler coaching sessions a year. 

In this episode, we discuss what is the truth about wholesaling today and what is actually working

 We cover:

• Running your territory as a business, not just saying it 
• The ROI of "Getting it Right" with email copy
• The Pulse of wholesalers in 2022
• Weaponizing Value Add
• Tactics that you can apply today as an external or internal

Get access to exclusive wholesaler content at PGwholesaling.com or you can email

Brian ([email protected]) with the subject line "Internal Use Only Podcast"

Support the show

Send us Fan Mail

Industry veteran Jim Roach joins the show today. He details his career as a wholesaler and experience in sales leadership. We cover:

• The skills required to successfully manage a sales desk
• Identifying  & evaluating talent of successful internal/external wholesalers 
• Coaching internals into externals
• Using data to focus efforts on prospects within your territory
• "Behind the Scenes" story of relocating to Canada and building out a new sales team 
• Manager's perspective during a ride-along
• The host shares his expert knowledge of Canadian craft beers 

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

Support the show

Send us Fan Mail

Taylor Sohns, MBA, CIMA®, CFP® joins today's show to discuss his wholesaling career and why he co-founded his new firm, LifeGoal Investments. We cover:

• How his modest, one traffic-light hometown influenced his work ethic and drive to earn a good living
• A bold interview tactic that helped him land his first external wholesaling role
• Tips and tricks that separated himself from other wholesalers, earning him 'top wholesaler' status 3 times
• Creating practical, easy to understand ETF wrappers for investment goals

https://www.lifegoalinvestments.com/about-lifegoal.php
https://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/

Show Disclaimer: Topics and comments discussed are the personal opinions of the host and guest. They are not intended to be, nor should be interpreted as financial advice.

Support the show

Send us Fan Mail

Aaron Filbeck, Managing Director at CAIA, joins today's show. We discuss:

• Our experience studying for the CAIA exam + curriculum updates
• Decentralization of Finance
• How is ESG impacting the alternatives investing landscape
• Portfolio for the Future™, a new framework that CAIA believes will shape portfolios over the next 10 years

https://www.linkedin.com/in/aaronfilbeck/
https://caia.org/

Support the show

Send us Fan Mail

Rob Shore, Founder + CEO of Wholesaler Masterminds, joins the show to discuss 6 traits that every wholesaler can master if they want to have a long and successful career.  Based on his popular blog post, "57 Things I'd tell my 31 Year Old Wholesaler Self," Rob shares a few of his most valued traits and offers his thoughts on how they apply to the wholesaling profession. Other topics we cover include:

• Rob's first interview when he began his career as a wholesaler
• How to provide feedback to your home office in a meaningful & productive manner
• F*** You Money, and how to approach savings during your career 

Rob's website, Wholesaler Masterminds, has over 400 blogs and videos designed to make good wholesalers become great wholesalers.  

https://wholesalermasterminds.com/about/
https://wholesalermasterminds.com/2018/03/57-things-id-tell-my-31-year-old-wholesaler-self/

Support the show

Send us Fan Mail

How can storytelling enhance your sales and marketing efforts? What does the future of financial services marketing look like?  Adam Cox, Chief Wealth Management Officer at The First National Bank in Sioux Falls joins the show to discuss:

• The power of storytelling 
• Implementing new ways of marketing & sales to better engage clients
• Defining the ideal client experience

Make sure to check out Adam's LinkedIn videos and his podcast, Common Cents on the Prairie:
https://www.linkedin.com/in/adam-cox-bb11845/
https://podcasts.apple.com/us/podcast/common-cents-on-the-prairie/id1495244167

Support the show

Send us Fan Mail

Meghaan R. Lurtz, Ph.D. is a writer, educator and researcher who loves observing how psychology and financial planning intersect. Meghaan is a professor of practice at Kansas State University in their advanced financial planning track and an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is also a past President of the Financial Therapy Association.  On top of all this, she is also a senior research associate for the well-know Kitces.com platform for wealth advisors. She joins today's show to discuss:

• Facilitating lectures with financial planning professionals on topic like Estate Planning
• Research topics that spark her interest 
• Areas of the financial planning process where psychology comes into play
• A memorable story from traveling abroad

https://www.linkedin.com/in/meghaanlurtz/
https://www.kitces.com/we-are-a-team-of-nerds/

Support the show