Send us a text Brian Margolis of PG Wholesaling joins the show. We discuss a 7 step framework to ensure 2025 becomes the best year of your sales career.  ..read more

Send us a text Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss: The advisor's perspective: things wholesalers should know about FA's goals Get Good: the 7 Habits of Highly Successful Financial Professionals The Bleeding Edge: how to win conversations with your prospects Buy your copy of Get Good: the 7 Habits of Highly Successful Financial Professionals  ..read more

Send us a text 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 br ..read more

Send us a text 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 internaluseonlypodcast@gmail.com or Connect with the host on LinkedIn to share your thoughts, feedback, or anything he missed in today's breakdown ..read more

Send us a text 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-pr ..read more

Send us a text Jeff Ringdahl has spent 25+ years in the industry, most recently as President and CEO of Resolute Investment Managers (~$80b AUM). He joins today's show to offer his perspective on how senior leadership interacts with sales/distribution efforts, including: Compensation plan strategy, reasons for change Product Development, Launching New Products Business impact and how alternatives are shaping the retail channels Check out Jeff's blog - it's one of the better ones I've come across ..read more

Send us a text 2024 Fantasy Football Draft - Wholesaler Edition. The guest and host draft 7-man rosters of thing sales people (wholesalers) typically experience.  ..read more

Send us a text Inspired by nearly 2 decades as wholesaler, Alex Knight recently co-founded  Asset Align . Asset align helps individuals access financial planning resources at no cost, and helping advisors get matched with qualified prospects.  Wholesalers looking to be added to Asset Align's wholesaler referral program can email "Asset Align" to internaluseonlypodcast@gmail.com , or you can text us directly via the Apple podcast or spotify app ..read more

Send us a text Steve Seid, Divisional Manager at Touchstone Funds, joins today's show. He shares perspective on managing a team of wholesalers and 5 main factors driving their activity and engagement with advisors. Please note that this content was created as of the specific date indicated and reflects views as of that date. It will be kept solely for historical purposes and opinions may change without notice in reacting to shifting economic, market, business and other conditions. Touchstone funds are distributed by Touchstone Securities Incorporated, a registered broker-dealer and member FI ..read more

Send us a text The host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out ..read more