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Internal Use Only

Dan S.
Private Markets
Artificial Intelligence
Institutional Sales
Financial Advisors
Fin News
Machine Learning
AI In Finance
Rias
FIN News FIN Forum
Saguro Capital Management
First Command Financial Services
Annual Reviews
Goal Setting
Sequoia Training System
Aksia
Wealth Channel
5D University
Empirical Asset Management
Conferences and Events
FINSEARCHES

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.

PublishesMonthlyEpisodes92Founded5 years ago
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Artwork for Internal Use Only

Latest Episodes

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Michael 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... more

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Devin 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 b... more

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Pete 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 advis... more

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Adrienne 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 whole... more

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Recent Guests

Devin Benton
Institutional Wholesaler
Episode: Devin Benton - How $500m Mandates Are Won (And Lost)
Pete Martin
Head of Client Portfolio Management
Empirical Asset Management
Episode: Pete Martin - Head of Client Portfolio Management - Empirical Asset Management
Adrienne Grace
Mindset and performance coach for advisors and wholesalers
Independent coaching practice
Episode: Adrienne Grace CFA® - Mindset, Energy and Spiritual Alignment
Andrew Blake
Associate Director on the wealth management team, Cerulli Associates
Cerulli Associates
Episode: 5 Observations from Cerulli Associates' 2025 US Intermediary Distribution Report
Chris Schelling
Managing Director at Aksia; investments professional focused on private markets
Aksia
Episode: Bringing Institutional Private Markets to Wealth - Chris Schelling (Aksia)
John Sierawski
Founder of Sequoia Training System
Sequoia Training System
Episode: How Top Wholesalers Manage Time and Territory in 2026 with John Sierawski - Sequoia Training
Nolan Lynch
External covering California
MFS, Prudential, Natixis
Episode: Pitch Practice & Fund Selling Frameworks
Steve Seid
Wholesaler and divisional manager with Thornburg
Thornburg
Episode: Annual Reviews & Goal Setting - Steve Seid (Thornburg)
Peter Schenck
Senior vice president and head of integrated sales at First Command Financial Services
First Command Financial Services
Episode: Ideal Wholesaler Partnerships & Non-Product Offerings with Peter Schenck (First Command)

Host

Dan Sullivan
Host of the show

Reviews

4.9 out of 5 stars from 93 ratings
  • Always be closing!

    I’m so glad I found this podcast! IW for 4 years and an external for 15 years- it’s always great to hear more “war” stories. Thanks for the laughs and nostalgia

    Apple Podcasts
    5
    Kat J Forbes
    United States3 years ago
  • Can’t wait for each and every download!

    Love this show! Keeps me entertained while driving but most importantly speaks to a number of things about my role/career/industry that only an insider would know.

    Apple Podcasts
    5
    Dhull81
    United States3 years ago
  • Wisdom through the ages

    If you’re associated with the asset management business is podcast is a must listen. Wisdom, dispensed through the lens of helping us all get better at our craft. It’s has a touch of humor sprinkled in with a realistic reflection of what it takes to be successful.

    Apple Podcasts
    5
    Pie6722
    United States3 years ago
  • Great show! Great ideas!

    I am still in the early stages in my wholesaling. Steer and this show is fantastic. Listening to other wholesalers is always great, especially about how the role is changing in this new age. Keep it up!

    Apple Podcasts
    5
    Humble and Hustle
    United States4 years ago
  • Great podcast!

    This podcast is a must listen for financial professionals! Each episode is packed with great insights and actionable advice to help you level up.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

- Commenters appreciate candid stories and career guidance.
- Fans note strong guest diversity and practical frameworks.
- Audiences value insider perspectives on wholesale challenges.
- Listeners praise actionable insights and humor.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Bringing Institutional Private Markets to Wealth - Chris Schelling (Aksia)
Q: What are the key flags you watch for when evaluating managers and funds for long-term alignment?
Avoid performance chasing, ensure alignment of interest remains strong (e.g., GP commitment patterns, carry structure, leadership continuity), and spend time on on-site impressions and observable behavior to gauge reliability.
Bringing Institutional Private Markets to Wealth - Chris Schelling (Aksia)
Q: Can you quantify the depth of your due diligence experience across managers and funds?
I've met with over 4,000 managers and conducted due diligence on about 125 funds, with a large portion in credit; our firm has a broad data and analytics capability to support ongoing monitoring.
Devin Benton - How $500m Mandates Are Won (And Lost)
Q: What stood out about your international meetings, especially in Europe and the UK?
The guest reflects on cultural and procedural differences, noting room dynamics, pace, and the polite but sometimes non-committal nature of European meetings, which requires patience and persistent relationship-building to gauge true interest.
Devin Benton - How $500m Mandates Are Won (And Lost)
Q: Has anyone here passed a Series 7 exam?
The discussion establishes the often-understated professional hurdles in entering institutional sales, indicating a culture where licenses are just part of a broader skill set and relationship-building is essential.
Adrienne Grace CFA® - Mindset, Energy and Spiritual Alignment
Q: What are the core pillars of the 5D University, and how do they apply to financial professionals?
The pillars cover heart-led leadership, emotional technology, subconscious reprogramming, nervous system regulation, identity upgrading, and creating from the quantum field, all aimed at reducing stress, increasing presence, and improving decision-making.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Internal Use Only

What is Internal Use Only about and what kind of topics does it cover?

This show targets financial professionals in sales and distribution roles, with a focus on asset management, private markets, and wealth channels. Episodes mix personal career stories with practical frameworks for pitching, territory management, and building durable client relationships. Notable strengths include long-form, candid conversations with experienced wholesalers and advisors, plus actionable takeaways on becoming more effective in high-stakes meetings and presentations. A recurring edge is blending industry humor with grounded, real-world lessons from veterans and rising stars, making it valuable for listeners aiming to sharpen sales skills or explore strategic career growth in finance.

Where can I find podcast stats for Internal Use Only?

Rephonic provides a wide range of podcast stats for Internal Use Only. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Internal Use Only and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Internal Use Only get?

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What are the audience demographics for Internal Use Only?

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How many subscribers and views does Internal Use Only have?

To see how many followers or subscribers Internal Use Only has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Internal Use Only?

These podcasts share a similar audience with Internal Use Only:

1. Talking Wealth
2. The Compound and Friends
3. Trillions
4. Animal Spirits Podcast
5. Eye On The Market

How many episodes of Internal Use Only are there?

Internal Use Only launched 5 years ago and published 92 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Internal Use Only?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Internal Use Only?

Rephonic pulls ratings and reviews for Internal Use Only from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

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Rephonic provides full transcripts for episodes of Internal Use Only. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Internal Use Only?

Recent guests on Internal Use Only include:

1. Devin Benton
2. Pete Martin
3. Adrienne Grace
4. Andrew Blake
5. Chris Schelling
6. John Sierawski
7. Nolan Lynch
8. Steve Seid

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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