Episodes: 97
Frequency: Monthly
Rating: 4.8/5.0
Estimated listeners: 1,000 - 10,000
Listener location: USA
Instagram: 238 followers
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.
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
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...
Advisor Talk with Frank LaRosa · Medium booking difficulty · 1,000 - 10,000 listeners
MSUWMA Podcast · Low booking difficulty · 100 - 1,000 listeners
For Advisors By Advisors · Medium booking difficulty · 100 - 1,000 listeners
CMOs Without Borders · Low booking difficulty · < 100 listeners
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.
The publicly listed email for Internal Use Only: internaluseonlypodcast@gmail.com.
Podseeker estimates Internal Use Only reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.
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.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
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.
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings