Internal Use Only

Send us Fan MailAdam Rich, Deputy CIO joins the show to discuss Capital Allocation Frameworks driving today's markets.Loving Internal Use Only? Sign up for our free newsletter for episode recaps, community benefits, and moreInternal Use Only is an independent podcast, and the views expressed by the host and the the guests are their own. They do not necessarily reflect the views of Cross Bay Capital Partners, Equus Financial Consulting, or any affiliated organization. Thepodcast is intended for general information and entertainment only. Nothing discussed should be considered investment advice, a recommendation, Or an offer or solicitation to buy or sell any security or investment product. Support the show

Send us Fan MailThe host brings back the Fantasy Draft concept, drafting a roster of traits and characteristics of the best wholesalers he's interviewed or worked with during his career as a wholesaler. Loving Internal Use Only? Sign up for our free newsletter for episode recaps, community benefits, and moreSupport the show

Send us Fan MailChad 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 moreSupport the show

Send us Fan MailBrian 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 premium placed on experienced externals with existing relationshipsPreferences and philosophies that firms have when developing the RIA channelIdeal advisor coverage modelsExamples of comp plans that he's seeing in the field todayLoving Internal Use Only? Subscribe to our newsletter for episode updates, additional resources, and more from the Internal Use Only community.Support the show

Send us Fan MailMFS 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 3 current and former MFS employees that have shaped and implemented these resources with their wholesalers and advisor partners. To learn more about Internal Use Only productions and how to be featured, visit:Internal Use Only - Contact UsSupport the show

Send us Fan MailBrian 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 distribution teams back.Access the whitepaper "Wholesaler Roadmap to the Top" at PGwholesaling.comSubscribe to the brand-new Internal Use Only newsletter for more information and updatesThank you to NOBULL for partnering with Internal Use Only to deliver this episode.NOBULL has several wholesaler-approved items for our busy lives. Their new Public Rec collection has men’s tops and bottoms that have you covered from your commute, to a meeting, to the course.You can support Internal Use Only by shopping my link below. Use code WELCOME30 for 30% off your first order.Support the show

Send us Fan MailMichael 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 Internal Use Only newsletter for more information and updatesThank you to NOBULL for partnering with Internal Use Only to deliver this episode.NOBULL has several wholesaler-approved items for our busy lives. Their new Public Rec collection has men’s tops and bottoms that have you covered from your commute, to a meeting, to the course.You can support Internal Use Only by shopping my link below. Use code WELCOME30 for 30% off your first order.Shop NOBULL’s Public Rec Collection.Support the show

Send us Fan MailDevin 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 even bigger losses. You can find the Institutional Sales Playbook to get an MBA in institutional sales in less than 2 hoursWant more of Internal Use Only? Subscribe to our newsletter for show updates and more.Support the show

Send us Fan MailPete 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 leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated. Subscribe to our newsletter on our new websiteTrefis - AI Stock Analysis Support the show

Send us Fan MailAdrienne 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 more about her programs by visiting the links below:www.Adrienne-Grace.com/5DUwww.FreeGiftFromGrace.comSupport the show