Internal Use Only

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Send us Fan Mail Chad Taylor of Seapoint Wealth Advisors joins todays episode to discuss the founding of his advisory firm and what topics and subjects are trending for his clients.  Loving Internal Use Only? Sign up for our free newsletter for episode recaps, community benefits, and more Support ‮…

Send us Fan Mail Brian Kirk has been an executive recruiter specializing in the asset management industry (sales/distribution) for 25+ years. He joins the show to discuss data collected during his 2026 Compensation Survey. We highlight some interesting results from his report - including: The pre‮…

Send us Fan Mail MFS Investment Management is celebrating 30 years of delivering value-add resources to their advisors. Their suite of resources have been developed with advisor's and their end clients in mind - without an emphasis on product. This is a feature story featuring interviews with‮…

Send us Fan Mail Brian Margolis joins the show to discuss his new new framework that helps wholesalers get to the top of their game. We also discuss what sales activities are creating the best outcomes for wholesalers. As a bonus, we suggest a few biases that are holding wholesalers and distributi‮…

Send us Fan Mail Michael Joyce from Calamos Investments joins the show to discuss his career as a wholesaler covering New England and Chicago, with an emphasis on how his fitness, diet and discipline has contributed to his success and performance as a wholesaler. Subscribe to the brand-new Interna‮…

Send us Fan Mail Devin Benton has 20+ years of institutional wholesaling experience. He joined the Internal Use Only podcast for the first live video interview in Fort Worth, TX to share some stories that detail all the nuances that went into some big successes, and the lessons he learned from eve‮…

Send us Fan Mail Pete Martin joins the Internal Use Only podcast for our second ever live recording. Pete's impressive background in sales lead to several roles as Client Portfolio Manager - bringing product and PM-level expertise to financial advisors. He discusses how Empirical AM is levera‮…

Send us Fan Mail Adrienne Grace spent 16 years as a wholesaler, earning her CFA and reaching financial success along the way. She joins the show to detail her own personal journey of self-discovery and the ways she is working with advisors and wholesalers as a mindset and performance coach.  Learn‮…

Send us Fan Mail Dan Sullivan and Andrew Blake, Associate Wealth Director at Cerulli Associates, joins today show. We discuss 5 trends and observations from their 2025 US Intermediary Distribution Report.  Got an upcoming summer sales meeting or training day? Reach out directly if you'd like‮…