You know that glorious feeling when a 45 minute meeting only lasts 10 minutes and everyone leaves? We bring that energy to today's show. Call To Action: Suggest Topics + GuestsEmail Us - internaluseonlypodcast@gmail.comtext: +1 804-380-3225

You know that glorious feeling when a 45 minute meeting only lasts 10 minutes and everyone leaves? We bring that energy to today's show. Call To Action: Suggest Topics + Guests <a href="mailto:internaluseonlypodcast@gmail.com">Email Us</a> - internaluseonlypodcast@gmail.com text: +1 804-380-3225

6 Months Down, 6 Months to Go

Penny Phillips

Penny Phillips, Co-Founder and President  of Journey Strategic Wealth, has an extensive career as a coach and consultant for advisors. She is well-versed in a handful of industry trends and brings her perspective to today's show. We cover:Penny's early career as a wholesaler Coaching, and why wholesalers and advisors need to have it as a skillsetWealth Management vs. Investment Management - transitioning away from a product-driven world towards servicesFintech &amp; AI in wealth management Building a firm culture as a Founder of an RIAhttps://journeyswadvisor.com/who-we-are/penny-phillips/https://www.linkedin.com/in/pennyaphillips/Practice Management with Penny

Penny Phillips, Co-Founder and President  of Journey Strategic Wealth, has an extensive career as a coach and consultant for advisors. She is well-versed in a handful of industry trends and brings her perspective to today's show. We cover:<ul><li>Penny's early career as a wholesaler </li><li>Coaching, and why wholesalers and advisors need to have it as a skillset</li><li>Wealth Management vs. Investment Management - transitioning away from a product-driven world towards services</li><li>Fintech &amp; AI in wealth management </li><li>Building a firm culture as a Founder of an RIA</li></ul><a href="https://journeyswadvisor.com/who-we-are/penny-phillips/" rel="nofollow" target="_blank">https://journeyswadvisor.com/who-we-are/penny-phillips/</a> <a href="https://www.linkedin.com/in/pennyaphillips/" rel="nofollow" target="_blank">https://www.linkedin.com/in/pennyaphillips/</a> <a href="https://www.youtube.com/channel/UCWVDdtyWwj61yKLm0unERjw" rel="nofollow" target="_blank">Practice Management with Penny</a>

Trends Impacting Advisors & Wholesalers ft. Penny Phillips

Dan Giegerich (American Century Investments) brings 17 years of wholesaling experience to today's show. We discuss:His career background, and his blend of selling insurance products and traditional investment productsHybrid wholesaling &amp; how he's observed the progression of the role during his careerPros/Cons of being a hybrid wholesaler vs. living in the territoryLessons learned , success stories from his time as a hybridScotch &amp; Marketing, lessons he learned after diving down a rabbit hole of Scotch researchhttps://www.linkedin.com/in/daniel-giegerich-8601a18/

Dan Giegerich (American Century Investments) brings 17 years of wholesaling experience to today's show. We discuss:<ul><li>His career background, and his blend of selling insurance products and traditional investment products</li><li>Hybrid wholesaling &amp; how he's observed the progression of the role during his career</li><li>Pros/Cons of being a hybrid wholesaler vs. living in the territory</li><li>Lessons learned , success stories from his time as a hybrid</li><li>Scotch &amp; Marketing, lessons he learned after diving down a rabbit hole of Scotch research</li></ul><a href="https://www.linkedin.com/in/daniel-giegerich-8601a18/" rel="nofollow" target="_blank">https://www.linkedin.com/in/daniel-giegerich-8601a18/</a>

Hybrid Wholesaling ft. Dan Giegerich 

Daniel Crosby

Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital, joins today's show. We discuss:His non-traditional route to the finance industryHow people are impacted by "gamification" of Robinhood and NetflixTool &amp; Resources for behavioral finance that can be used by advisors and wholesalershttps://blog.brinkercapital.com/category/behavioral-finance/https://www.linkedin.com/in/danielcrosby/https://podcasts.apple.com/us/podcast/standard-deviations-with-dr-daniel-crosby/id1241946146

Dr. Daniel Crosby, Chief Behavioral Officer at Brinker Capital, joins today's show. We discuss:<ul><li>His non-traditional route to the finance industry</li><li>How people are impacted by "gamification" of Robinhood and Netflix</li><li>Tool &amp; Resources for behavioral finance that can be used by advisors and wholesalers</li></ul> <a href="https://blog.brinkercapital.com/category/behavioral-finance/" rel="nofollow" target="_blank">https://blog.brinkercapital.com/category/behavioral-finance/</a> <a href="https://www.linkedin.com/in/danielcrosby/" rel="nofollow" target="_blank">https://www.linkedin.com/in/danielcrosby/</a> <a href="https://podcasts.apple.com/us/podcast/standard-deviations-with-dr-daniel-crosby/id1241946146" rel="nofollow" target="_blank">https://podcasts.apple.com/us/podcast/standard-deviations-with-dr-daniel-crosby/id1241946146</a>

The Evolution of Behavioral Finance ft. Dr. Daniel Crosby

Mallory Pazder spent a decade working as a wholesaler, and the experience helped her launch two new business ventures. She joins today's show to discuss:Maturing into the role after being promoted to an external wholesaler at a young ageManaging her territory like a business and delegate responsibility to her internal teamWhat it's like being a woman in wholesaling -- including one particularly cringe-worthy story about an advisor pushing boundariesHer entrepreneurial spirit, which has lead her to purse a career in Real EstateMPowered Coaching, her new coaching business, and the inspiration she gained for helping women in sales, business, and confidenceYou can find Mallory and view her coaching plans by visiting:https://www.mallorypazder.com/https://www.linkedin.com/in/mallorykpazder/ 

Mallory Pazder spent a decade working as a wholesaler, and the experience helped her launch two new business ventures. She joins today's show to discuss:<ul><li>Maturing into the role after being promoted to an external wholesaler at a young age</li><li>Managing her territory like a business and delegate responsibility to her internal team</li><li>What it's like being a woman in wholesaling -- including one particularly cringe-worthy story about an advisor pushing boundaries</li><li>Her entrepreneurial spirit, which has lead her to purse a career in Real Estate</li><li>MPowered Coaching, her new coaching business, and the inspiration she gained for helping women in sales, business, and confidence</li></ul>You can find Mallory and view her coaching plans by visiting: <a href="https://www.mallorypazder.com/" rel="nofollow" target="_blank">https://www.mallorypazder.com/</a> <a href="https://www.linkedin.com/in/mallorykpazder/" rel="nofollow" target="_blank">https://www.linkedin.com/in/mallorykpazder/</a>

MPowering Sales Confidence with Mallory Pazder

Hi (Client First Name),I hope all is well. (insert  generic line about time flying and Q1 being complete) .  As requested, please see attached materials for Q1 2022:Podcast Performance YTDPM Commentary - Thank You's to Guests + ListenersMarket Outlook / Opportunities AheadHow YOU can help grow the showAs always, we appreciate your continued support and continued business. Don't hesitate to reach out with any further questions.Best/Kind/Warm Regards,Internal Use Only Podcastinternaluseonlypodcast@gmail.com

Hi (Client First Name), I hope all is well. (insert  generic line about time flying and Q1 being complete) .  As requested, please see attached materials for Q1 2022:<ul><li>Podcast Performance YTD</li><li>PM Commentary - Thank You's to Guests + Listeners</li><li>Market Outlook / Opportunities Ahead</li><li>How YOU can help grow the show</li></ul> As always, we appreciate your continued support and continued business. Don't hesitate to reach out with any further questions. Best/Kind/Warm Regards, Internal Use Only Podcast internaluseonlypodcast@gmail.com

Q1 Fact Sheet, Commentary, Market Outlook

Jeff Cerutti, Founder of Rutti Consulting, has over 30 years experience leading, managing, and interacting with wholesalers.  As an industry veteran working with asset managers and distribution teams, he shares his unique perspective on the wholesaling gig. This conversation isn't for the faint of heart -- we discuss habits, behaviors, and real life examples of the financial sales ecosystem. Notable topics include:Measuring wholesaler performance with Jeff's 5-Criteria systemCulture between internals and externalsJuicing talk time and activity stats on the deskThe worst bagel selection in Wirehouse breakfast historyRidiculous ride-along &amp; sales meeting encountersTaking advantage of your regions sights and experiences while traveling -- and never taking the red eye flight homehttps://www.linkedin.com/in/jeff-cerutti-9794266http://rutticonsulting.com/

Jeff Cerutti, Founder of Rutti Consulting, has over 30 years experience leading, managing, and interacting with wholesalers.  As an industry veteran working with asset managers and distribution teams, he shares his unique perspective on the wholesaling gig. This conversation isn't for the faint of heart -- we discuss habits, behaviors, and real life examples of the financial sales ecosystem. Notable topics include:<ul><li>Measuring wholesaler performance with Jeff's 5-Criteria system</li><li>Culture between internals and externals</li><li>Juicing talk time and activity stats on the desk</li><li>The worst bagel selection in Wirehouse breakfast history</li><li>Ridiculous ride-along &amp; sales meeting encounters</li><li>Taking advantage of your regions sights and experiences while traveling -- and never taking the red eye flight home</li></ul> <a href="https://www.linkedin.com/in/jeff-cerutti-9794266" rel="nofollow" target="_blank">https://www.linkedin.com/in/jeff-cerutti-9794266</a> <a href="http://rutticonsulting.com/" rel="nofollow" target="_blank">http://rutticonsulting.com/</a>

Never Take the Red Eye ft. Jeff Cerutti

Brian Margolis

Brian Margolis built his wholesaling consulting/coaching business from the ground up by getting big results for wholesalers and then letting the word spread. In addition to his work with asset managers and insurance companies, he averages over 1,000 individual wholesaler coaching sessions a year. In this episode, we discuss what is the truth about wholesaling today and what is actually working We cover:Running your territory as a business, not just saying it The ROI of "Getting it Right" with email copyThe Pulse of wholesalers in 2022Weaponizing Value AddTactics that you can apply today as an external or internalGet access to exclusive wholesaler content at PGwholesaling.com or you can emailBrian (brian@productivitygiant.com) with the subject line "Internal Use Only Podcast"

Brian Margolis built his wholesaling consulting/coaching business from the ground up by getting big results for wholesalers and then letting the word spread. In addition to his work with asset managers and insurance companies, he averages over 1,000 individual wholesaler coaching sessions a year. In this episode, we discuss what is the truth about wholesaling today and what is actually working We cover:<ul><li>Running your territory as a business, not just saying it </li><li>The ROI of "Getting it Right" with email copy</li><li>The Pulse of wholesalers in 2022</li><li>Weaponizing Value Add</li><li>Tactics that you can apply today as an external or internal</li></ul> Get access to exclusive wholesaler content at <a href="https://pgwholesaling.com/" rel="nofollow" target="_blank">PGwholesaling.com</a> or you can emailBrian (<a href="mailto:brian@productivitygiant.com">brian@productivitygiant.com</a>) with the subject line "Internal Use Only Podcast"

What is ACTUALLY working in wholesaling today

Jim Roach

Industry veteran Jim Roach joins the show today. He details his career as a wholesaler and experience in sales leadership. We cover:The skills required to successfully manage a sales deskIdentifying  &amp; evaluating talent of successful internal/external wholesalers Coaching internals into externalsUsing data to focus efforts on prospects within your territory"Behind the Scenes" story of relocating to Canada and building out a new sales team Manager's perspective during a ride-alongThe host shares his expert knowledge of Canadian craft beers https://www.linkedin.com/in/jamesnroach/

Industry veteran Jim Roach joins the show today. He details his career as a wholesaler and experience in sales leadership. We cover:<ul><li>The skills required to successfully manage a sales desk</li><li>Identifying  &amp; evaluating talent of successful internal/external wholesalers </li><li>Coaching internals into externals</li><li>Using data to focus efforts on prospects within your territory</li><li>"Behind the Scenes" story of relocating to Canada and building out a new sales team </li><li>Manager's perspective during a ride-along</li><li>The host shares his expert knowledge of Canadian craft beers </li></ul><a href="https://www.linkedin.com/in/jamesnroach/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jamesnroach/</a>

Breaking Down Sales Leadership with Jim Roach

Taylor Sohns

Taylor Sohns, MBA, CIMA®, CFP® joins today's show to discuss his wholesaling career and why he co-founded his new firm, LifeGoal Investments. We cover:How his modest, one traffic-light hometown influenced his work ethic and drive to earn a good livingA bold interview tactic that helped him land his first external wholesaling roleTips and tricks that separated himself from other wholesalers, earning him 'top wholesaler' status 3 timesCreating practical, easy to understand ETF wrappers for investment goalshttps://www.lifegoalinvestments.com/about-lifegoal.phphttps://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/Show Disclaimer: Topics and comments discussed are the personal opinions of the host and guest. They are not intended to be, nor should be interpreted as financial advice.

Taylor Sohns, MBA, CIMA®, CFP® joins today's show to discuss his wholesaling career and why he co-founded his new firm, LifeGoal Investments. We cover:<ul><li>How his modest, one traffic-light hometown influenced his work ethic and drive to earn a good living</li><li>A bold interview tactic that helped him land his first external wholesaling role</li><li>Tips and tricks that separated himself from other wholesalers, earning him 'top wholesaler' status 3 times</li><li>Creating practical, easy to understand ETF wrappers for investment goals</li></ul> <a href="https://www.lifegoalinvestments.com/about-lifegoal.php" rel="nofollow" target="_blank">https://www.lifegoalinvestments.com/about-lifegoal.php</a> <a href="https://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/" rel="nofollow" target="_blank">https://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/</a> Show Disclaimer: Topics and comments discussed are the personal opinions of the host and guest. They are not intended to be, nor should be interpreted as financial advice.

A Tale of Two Careers with Taylor Sohns 

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. New episodes every 2 weeks.

Aaron Filbeck, Managing Director at CAIA, joins today's show. We discuss:Our experience studying for the CAIA exam + curriculum updatesDecentralization of FinanceHow is ESG impacting the alternatives investing landscapePortfolio for the Future™, a new framework that CAIA believes will shape portfolios over the next 10 yearshttps://www.linkedin.com/in/aaronfilbeck/https://caia.org/

Aaron Filbeck, Managing Director at CAIA, joins today's show. We discuss:<ul><li>Our experience studying for the CAIA exam + curriculum updates</li><li>Decentralization of Finance</li><li>How is ESG impacting the alternatives investing landscape</li><li>Portfolio for the Future™, a new framework that CAIA believes will shape portfolios over the next 10 years</li></ul><a href="https://www.linkedin.com/in/aaronfilbeck/" rel="nofollow" target="_blank">https://www.linkedin.com/in/aaronfilbeck/</a> <a href="https://caia.org/" rel="nofollow" target="_blank">https://caia.org/</a>

All Things CAIA® with Aaron Filbeck

Rob Shore

Rob Shore, Founder + CEO of Wholesaler Masterminds, joins the show to discuss 6 traits that every wholesaler can master if they want to have a long and successful career.  Based on his popular blog post, "57 Things I'd tell my 31 Year Old Wholesaler Self," Rob shares a few of his most valued traits and offers his thoughts on how they apply to the wholesaling profession. Other topics we cover include:Rob's first interview when he began his career as a wholesalerHow to provide feedback to your home office in a meaningful &amp; productive mannerF*** You Money, and how to approach savings during your career Rob's website, Wholesaler Masterminds, has over 400 blogs and videos designed to make good wholesalers become great wholesalers.  https://wholesalermasterminds.com/about/https://wholesalermasterminds.com/2018/03/57-things-id-tell-my-31-year-old-wholesaler-self/

Rob Shore, Founder + CEO of Wholesaler Masterminds, joins the show to discuss 6 traits that every wholesaler can master if they want to have a long and successful career.  Based on his popular blog post, "57 Things I'd tell my 31 Year Old Wholesaler Self," Rob shares a few of his most valued traits and offers his thoughts on how they apply to the wholesaling profession. Other topics we cover include:<ul><li>Rob's first interview when he began his career as a wholesaler</li><li>How to provide feedback to your home office in a meaningful &amp; productive manner</li><li>F*** You Money, and how to approach savings during your career </li></ul>Rob's website, Wholesaler Masterminds, has over 400 blogs and videos designed to make good wholesalers become great wholesalers.   <a href="https://wholesalermasterminds.com/about/" rel="nofollow" target="_blank">https://wholesalermasterminds.com/about/</a> <a href="https://wholesalermasterminds.com/2018/03/57-things-id-tell-my-31-year-old-wholesaler-self/" rel="nofollow" target="_blank">https://wholesalermasterminds.com/2018/03/57-things-id-tell-my-31-year-old-wholesaler-self/</a>

6 Traits Every Wholesaler Can Master with Rob Shore

Adam Cox

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 &amp; sales to better engage clientsDefining the ideal client experienceMake 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-prairie/id1495244167

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:<ul><li>The power of storytelling </li><li>Implementing new ways of marketing &amp; sales to better engage clients</li><li>Defining the ideal client experience</li></ul>Make sure to check out Adam's LinkedIn videos and his podcast, Common Cents on the Prairie: <a href="https://www.linkedin.com/in/adam-cox-bb11845/" rel="nofollow" target="_blank">https://www.linkedin.com/in/adam-cox-bb11845/</a> <a href="https://podcasts.apple.com/us/podcast/common-cents-on-the-prairie/id1495244167" rel="nofollow" target="_blank">https://podcasts.apple.com/us/podcast/common-cents-on-the-prairie/id1495244167</a>

Storytelling & Wealth Management with Adam Cox

Meghaan Lurtz

Meghaan R. Lurtz, Ph.D. is a writer, educator and researcher who loves observing how psychology and financial planning intersect. Meghaan is a professor of practice at Kansas State University in their advanced financial planning track and an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is also a past President of the Financial Therapy Association.  On top of all this, she is also a senior research associate for the well-know Kitces.com platform for wealth advisors. She joins today's show to discuss:Facilitating lectures with financial planning professionals on topic like Estate PlanningResearch topics that spark her interest Areas of the financial planning process where psychology comes into playA memorable story from traveling abroadhttps://www.linkedin.com/in/meghaanlurtz/https://www.kitces.com/we-are-a-team-of-nerds/

Meghaan R. Lurtz, Ph.D. is a writer, educator and researcher who loves observing how psychology and financial planning intersect. Meghaan is a professor of practice at Kansas State University in their advanced financial planning track and an adjunct assistant professor within the University of Maryland system for undergraduate financial planning coursework. Meghaan is also a past President of the Financial Therapy Association.  On top of all this, she is also a senior research associate for the well-know <a href="http://Kitces.com" rel="nofollow" target="_blank">Kitces.com</a> platform for wealth advisors. She joins today's show to discuss:<ul><li>Facilitating lectures with financial planning professionals on topic like Estate Planning</li><li>Research topics that spark her interest </li><li>Areas of the financial planning process where psychology comes into play</li><li>A memorable story from traveling abroad</li></ul> <a href="https://www.linkedin.com/in/meghaanlurtz/" rel="nofollow" target="_blank">https://www.linkedin.com/in/meghaanlurtz/</a> <a href="https://www.kitces.com/we-are-a-team-of-nerds/" rel="nofollow" target="_blank">https://www.kitces.com/we-are-a-team-of-nerds/</a>

Psychology & Financial Planning with Dr. Meghaan Lurtz

Tom Reiss

This may be the only financial industry podcast that talks about Investment Banking, College Football, Real Housewives, and the Bachelor in one episode.Tom Reiss (Mill Creek Residential Trust) joins today's episode to discuss:Early career experiences in IB and RESmall Talk &amp; Conversation StartersCollege Football, US History, &amp; Geography trivia questionsThe host shares his World-Famous "Traffic Light Theory" to start conversation during cocktail hoursConnect with Tom:https://www.linkedin.com/in/tom-reiss-126457107/https://millcreekplaces.com/

This may be the only financial industry podcast that talks about Investment Banking, College Football, Real Housewives, and the Bachelor in one episode. Tom Reiss (Mill Creek Residential Trust) joins today's episode to discuss:<ul><li>Early career experiences in IB and RE</li><li>Small Talk &amp; Conversation Starters</li><li>College Football, US History, &amp; Geography trivia questions</li><li>The host shares his World-Famous "Traffic Light Theory" to start conversation during cocktail hours</li></ul>Connect with Tom: <a href="https://www.linkedin.com/in/tom-reiss-126457107/" rel="nofollow" target="_blank">https://www.linkedin.com/in/tom-reiss-126457107/</a> <a href="https://millcreekplaces.com/" rel="nofollow" target="_blank">https://millcreekplaces.com/</a>

Trivia & Conversation Starters with Tom Reiss 

Today's guest is Christina Zins, a wealth advisor at the Summit Wealth Group. We discuss:Her career path, transitioning from the LPL home office to a wealth advisor at small business/employee owned practiceWays she is marketing and promoting herself to cater to younger audiences, particularly with video contentHow her team prefers to work with wholesalers To connect with Christina or view her videos, give her a follow:https://www.linkedin.com/in/christinazins/https://www.yoursummitwealth.com/team/christina-zins

Today's guest is Christina Zins, a wealth advisor at the Summit Wealth Group. We discuss:<ul><li>Her career path, transitioning from the LPL home office to a wealth advisor at small business/employee owned practice</li><li>Ways she is marketing and promoting herself to cater to younger audiences, particularly with video content</li><li>How her team prefers to work with wholesalers </li></ul>To connect with Christina or view her videos, give her a follow:<a href="https://www.linkedin.com/in/christinazins/" rel="nofollow" target="_blank">https://www.linkedin.com/in/christinazins/</a> <a href="https://www.yoursummitwealth.com/team/christina-zins" rel="nofollow" target="_blank">https://www.yoursummitwealth.com/team/christina-zins</a>

Ask the Advisor: Using Videos to Grow Your Brand w/ Christina Zins

Brian Ahearn

Brian Ahearn is the Chief Influence Officer at Influence PEOPLE. An author, international trainer, TEDx presenter, and consultant, he specializes in applying the science of influence in everyday business situations. Brian spent more than 30 years in the insurance industry and is one of only a dozen individuals in the world who currently holds the Cialdini Method Certified Trainer designation. We chat about the Science of Influence and the situations where influence can help you out with prospecting and sales messaging. Brian also shares some notable experiences from his time on traveling and hosting trainings across the world.LinkedIn https://www.linkedin.com/in/brianfahearn/Twitter https://twitter.com/BrianAhearnFacebook https://www.facebook.com/IinfluencePeopleBrianAhearnWebsite https://www.influencepeople.biz

Brian Ahearn is the Chief Influence Officer at Influence PEOPLE. An author, international trainer, TEDx presenter, and consultant, he specializes in applying the science of influence in everyday business situations. Brian spent more than 30 years in the insurance industry and is one of only a dozen individuals in the world who currently holds the Cialdini Method Certified Trainer designation.  We chat about the Science of Influence and the situations where influence can help you out with prospecting and sales messaging. Brian also shares some notable experiences from his time on traveling and hosting trainings across the world. LinkedIn <a href="https://www.linkedin.com/in/brianfahearn/" rel="nofollow" target="_blank">https://www.linkedin.com/in/brianfahearn/</a>Twitter <a href="https://twitter.com/BrianAhearn" rel="nofollow" target="_blank">https://twitter.com/BrianAhearn</a>Facebook <a href="https://www.facebook.com/IinfluencePeopleBrianAhearn" rel="nofollow" target="_blank">https://www.facebook.com/IinfluencePeopleBrianAhearn</a>Website <a href="https://www.influencepeople.biz/" rel="nofollow" target="_blank">https://www.influencepeople.biz</a>

Science of Influence w/ Brian Ahearn

Dan Greene

Dan Greene of Putnam Investments joins today's episode. We discuss:Establishing a work ethic at a young age Building brand-awareness through networking and online toolsThoughtful ideas for prospecting new clientsStaying top-of-mind in between client meetingsInverse relationship between golf handicap &amp; raising a familyYou can follow Dan or connect with him on LinkedInhttps://www.linkedin.com/in/greenedan/

Dan Greene of Putnam Investments joins today's episode. We discuss:<ul><li>Establishing a work ethic at a young age </li><li>Building brand-awareness through networking and online tools</li><li>Thoughtful ideas for prospecting new clients</li><li>Staying top-of-mind in between client meetings</li><li>Inverse relationship between golf handicap &amp; raising a family</li></ul>You can follow Dan or connect with him on LinkedIn <a href="https://www.linkedin.com/in/greenedan/" rel="nofollow" target="_blank">https://www.linkedin.com/in/greenedan/</a>

Presence in Absence w/ Dan Greene (Putnam Investments)

Dave Lubnik

Dave Lubnik of YCharts joins todays episode. He shares his background in the financial services industry, and why he ultimately chose to join a start up.  Other episode highlights include:How financial advisors and wholesalers (external/internal/hybrid) have increased sales using YCharts solutionsFinTech &amp; Online Sports BettingStories from his travels on the roadMemories from conferences and events.www.ycharts.comdave@ycharts.com

Dave Lubnik of YCharts joins todays episode. He shares his background in the financial services industry, and why he ultimately chose to join a start up.  Other episode highlights include:<ul><li>How financial advisors and wholesalers (external/internal/hybrid) have increased sales using YCharts solutions</li><li>FinTech &amp; Online Sports Betting</li><li>Stories from his travels on the road</li><li>Memories from conferences and events.</li></ul> <a href="http://www.ycharts.com" rel="nofollow" target="_blank">www.ycharts.com</a> dave@ycharts.com

Turning Insights to Opportunities w/ Dave Lubnik (YCharts)

Will Baun (Associate Director of Research, FUSE Research) joins today's show to talk about product trends in the broker/dealer and asset management world. FUSE has a unique lens into the industry, given their robust consulting, research, and decision support business. Will provides a snapshot into the various ways that FUSE engages with the financial services  industry. He also provides an opinion on product trends in Direct Indexing and ESG. Disclaimer: all opinions expressed by the guest and host are solely their own, based on personal experience, and do not reflect advice or recommendations. https://www.fuse-research.com/

Will Baun (Associate Director of Research, FUSE Research) joins today's show to talk about product trends in the broker/dealer and asset management world. FUSE has a unique lens into the industry, given their robust consulting, research, and decision support business. Will provides a snapshot into the various ways that FUSE engages with the financial services  industry. He also provides an opinion on product trends in Direct Indexing and ESG.  Disclaimer: all opinions expressed by the guest and host are solely their own, based on personal experience, and do not reflect advice or recommendations.  <a href="https://www.fuse-research.com/" rel="nofollow" target="_blank">https://www.fuse-research.com/</a>

Direct Indexing & ESG Trends with Will Baun (FUSE Research)

Internal Use Only

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Best Episodes on Practical Philosophy & How To Live

The best episodes for anyone looking to learn more about topics such as happiness, fulfillment, depression and psychology/mental health in general. With interviews with industry experts, personal stories of individuals, this topic has lessons applicable to everyone. Add episodes you're interested into your queue below!