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Nolan Lynch, an external covering California, joins today's episode. We cover:

• The training programs we learned as internals at fund companies MFS, PGIM, and Natixis
• Structures to deliver an impactful fund pitch to advisors
• Challenging advisors asset class allocation and consulting them on product options

Interested in working with Internal Use Only to sharpen your pitch skills or create a framework/ training program for your internals or new hires?

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Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more.

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Peter Schenck has spent nearly two decades as an advisor, branch manager, and most recently building a team of wholesalers. He joins the and discusses his experiences as advisor and what wholesalers did to stand out. He shares practical and actionable advice on 3 topics that are currently driving advisor activity: long-term care, estate planning, and tax efficient distributions. He also details how he's help build a wholesaler team that is exceeding their goals and creating successful partnerships within their advisor network

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