Send a text

Nolan Lynch, an external covering California, joins today's episode. We cover:

• The training programs we learned as internals at fund companies MFS, PGIM, and Natixis
• Structures to deliver an impactful fund pitch to advisors
• Challenging advisors asset class allocation and consulting them on product options

Interested in working with Internal Use Only to sharpen your pitch skills or create a framework/ training program for your internals or new hires?

DM us on Instagram or email us [email protected]

Support the show