Internal Use Only

The host discusses his experience traveling to a recent conference, detailing 5 things he believes are "in" and 5 things that are "out"

Tyson Ray joins today show to discuss his wealth management practice and Total Relationship Approach™ . You can also grab a copy of his book The Total Relationship, and take advantage of several free resources with the link below: https://totalrelationship.com/internaluseonly/ Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Investing involves risk regardless of the strategy selected. Podcast guest is Tyson Ray, CEO & Founding Partner at FORM Wealth Advisors and Senior Wealth Advisor with Raymond James. FORM Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147; 262-686-3005.

In this just-for-kicks episode, the host breaks down a few recent articles and happenings that impact wholesalers and advisors. Advisor Hub article on Morgan Stanley Broker filing lawsuit FiComm RIA Growth Youtube Series Financial Advisor Influencers

Bryan Jordan is a former economist that set the investment policy framework for over $100b in AUM at Nationwide. He joins today's show to talk about: https://www.cycleframework.com/

Adam Schwab manages $1b in alternatives and $700m pension assets for Modern Woodman of America. He joins todays show to share his opinions about conferences and events. We break down 12 ways that conferences can be improved for everyone involved -- Investors, Asset Managers that Sponsor, and event organizers themselves. https://adamdschwab.com/articles/conferences

Billy Kelly, CEO of the CAIA Association, joins todays show to discuss the State of Private credit. We cover: AUM growth for the asset class, risk/return profile of private credit, and the pros and cons of more retail investors accessing traditionally alternative asset classes.

Mary Anne Doggett has worked with several asset managers and distribution teams , with a focus on the role of the internal wholesaler. She talks about those client experiences and what the evolution of the role has in store . Final day to complete the listener survey !

The host runs the first mailbag episode, where listeners submitted questions about trending topics in the industry, wholesaler culture, and travel. Submit our listener survey for a chance to win $$ and podcast merch

Russ D'Argento is the Founder and CEO of Fintrx. He joins todays show to discuss: Fintrx free preview Submit our listener survey for a chance to win $$ and podcast merch

Dave Lubnik, SVP of Institutional Sales at YCharts, joins todays show. We discuss Fund Flows (end of Q3), commentary from national sales conferences, and the new YCharts proposal tool. Start your free trial of YCharts Also, win up to $150 in cash, cash prizes, or merch by taking our listener survey: Listener Feedback Survey

The host briefly breaks down the most expensive tables in the industry: Schwab Impact's vendor hall. Best booth set up, best activations, and best giveaways are discussed

Kurt Dupuis and Steve Seid from Touchstone Investments join Dan to discuss career decisions that almost every wholesaler or advisor face in their career. They include: This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals. -Dan

Steven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover: https://retirementtaxservices.com/about/

Maryam Rusch, former wholesaler now co-founder of Cycle Framework Insights, joins the show: Learn More and Subscribe Today Disclaimer: The information provided through this recording are provided solely for informational, educational, or entertainment purposes. Cycle Framework Insights is not endorsed by or affiliated with FINRA. The views expressed today, are not intended to provide legal, tax, investment, or insurance advice. Additionally, the insights, views, and other information provided today do not guarantee future performance of investments. Nothing stated should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or other financial decision.

The host & special guest facilitate a live "Fantasy Football Draft," episode, but focused on something that wholesalers and sales teams know well: the National Sales Call 16 common occurrences are ranked and drafted to form the ultimate Fantasy Team for your next team call. Submit your rankings, feedback, comments, or bashing of their team names to: internaluseonlypodcast@gmail.com Follow us on Instagram for more show updates and banter: @internaluseonlypodcast

Robyn Crane, CFP joins today’s show. She coaches financial advisors on all things prospecting and sales, with a focus on serving female FA’s (although not exclusively): We cover: Check out her website to access a number of FREE resources, including my favorite - the masterclass on getting an ENDLESS Supply of Ideal Prospects

Gui Costin, Founder and CEO of Dakota joins today show. We cover: Follow us on Instagram @Internaluseonlypodcast Disclosures

Kathleen B Jucar , Financial Paraplanner with Monarch Wealth & Retirement Strategies, joins today show. We cover her wholesaling career path, which brings a very unique perspective. We talk about:

Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss: Buy your copy of Get Good: the 7 Habits of Highly Successful Financial Professionals

Brian Margolis of PG Wholesaling joins today's show (3:00) to discuss ideas to get more meetings. He covers: Contact Brian directly brian@productivitygiant.com if you'd like to get your calendar more full & build more meaningful relationships with your prospects. You can also access many of his FREE tools and resources at https://pgwholesaling.com/