• Internal Use Only

  • 著者： Dan S.
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Internal Use Only

著者： Dan S.
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  • サマリー

  • For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
    © 2024 Internal Use Only
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あらすじ・解説

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
© 2024 Internal Use Only
就職活動 個人ファイナンス 経済学
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エピソード
  • Jeff Ringdahl - CEO Insights for Sales & Distribution Teams

    Jeff Ringdahl - CEO Insights for Sales & Distribution Teams
    2024/10/15

    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:
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    51 分
  • Fantasy Draft 2024: Wholesaler Edition

    Fantasy Draft 2024: Wholesaler Edition
    2024/09/10

    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.

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    56 分
  • Alex Knight - Asset Align Co-Founder

    Alex Knight - Asset Align Co-Founder
    2024/08/13

    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.
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    39 分

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