Internal Use Only
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.
Internal Use Only
5 Observations from Cerulli Associates' 2025 US Intermediary Distribution Report
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Dan Sullivan and Andrew Blake, Associate Wealth Director at Cerulli Associates, joins today show. We discuss 5 trends and observations from their 2025 US Intermediary Distribution Report.
Got an upcoming summer sales meeting or training day? Reach out directly if you'd like Internal Use Only to participate. Keynotes, panel moderation, workshops, or in-person interviews can bring the show to your sales team this summer.
internaluseonlypodcast@gmail.com, or send a DM to the LinkedIn page
For video clips, tune into our YouTube channel