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Internal Use Only

Booking Overview

This is a monthly financial-services interview show focused on wholesaling, asset management distribution, wealth advisory firms, compensation, and sales performance, with recurring guests who are practitioners and specialists in those fields. Credible pitches include wealth-management founders, asset-management distribution executives, financial-services recruiters, wholesaling experts, and sales leaders with practical frameworks or market data; booking difficulty is likely low because the show regularly features accessible industry professionals rather than nationally prominent figures.

Metrics

Episodes: 97

Frequency: Monthly

Rating: 4.8/5.0

Estimated listeners: 1,000 - 10,000

Listener location: USA

Instagram: 238 followers

Contact Information

Publicly listed emails

internaluseonlypodcast@gmail.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Booking Intelligence

Booking Requirements

low
Typical Credentials:  
Financial-services practitioners with direct experience in wholesaling, asset-management distribution, wealth management, advisory-firm leadership, recruiting, or sales-performance development
Required Achievements:  
Founded or led a wealth-management or advisory firm, Built a career in asset-management sales or distribution, Developed compensation, recruiting, or advisor-coverage expertise, Created practical frameworks or resources for wholesaler performance

Recent Guest Discussions

Chad Taylor - Founding An Advisory Firm And Topics Trending Among Clients

Brian Kirk - Asset-management Compensation Trends, Experienced External Hires, Ria-channel Strategies, Advisor Coverage Models, And Compensation Plans

Brian Margolis - Wholesaler Performance, Sales Activities, Distribution-team Outcomes, And Biases Affecting Wholesalers

Recent Topics

Business, Financial Services, Wealth Management, Asset Management, Sales Strategy

Episodes

Here's the recent few episodes on
Internal Use Only
:

2026 Fantasy Draft: Traits & Characteristics of Great Wholesalers

September 22, 2026

Send us Fan MailThe host brings back the Fantasy Draft concept, drafting a roster of traits and characteristics of the best wholesalers he's interviewed or worked with during his career as a wholesaler. Loving Internal Use Only? Sign up for our free newsletter for episode recaps, community benefits, and moreSupport the show

Chad Taylor - Seapoint Wealth Advisors

August 18, 2026

Send us Fan MailChad Taylor of Seapoint Wealth Advisors joins todays episode to discuss the founding of his advisory firm and what topics and subjects are trending for his clients. Loving Internal Use Only? Sign up for our free newsletter for episode recaps, community benefits, and moreSupport the show

2026 Compensation Trends

July 28, 2026

Send us Fan MailBrian Kirk has been an executive recruiter specializing in the asset management industry (sales/distribution) for 25+ years. He joins the show to discuss data collected during his 2026 Compensation Survey. We highlight some interesting results from his report - including:The premium placed on experienced externals with existing relationshipsPreferences and philosophies that firms have when developing the RIA channelIdeal advisor coverage modelsExamples of comp plans that he&ap...

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Frequently asked questions

Here's some frequently asked questions for
Internal Use Only
:

How do I get in touch with Internal Use Only?

Its publicly listed email is internaluseonlypodcast@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Internal Use Only?

The publicly listed email for Internal Use Only: internaluseonlypodcast@gmail.com.

How many listeners does Internal Use Only have?

Podseeker estimates Internal Use Only reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Internal Use Only?

Internal Use Only typically books working professionals with real expertise. Typical guest background: Financial-services practitioners with direct experience in wholesaling, asset-management distribution, wealth management, advisory-firm leadership, recruiting, or sales-performance development. Common among recent guests: Founded or led a wealth-management or advisory firm; Built a career in asset-management sales or distribution; Developed compensation, recruiting, or advisor-coverage expertise. Recent guests include Chad Taylor, Brian Kirk, and Brian Margolis.

How hard is it to get booked on Internal Use Only?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does Internal Use Only cover?

Recent episodes cover Business, Financial Services, Wealth Management, Asset Management, and Sales Strategy. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

internaluseonlypodcast@gmail.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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