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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 advisors. He discusses how Empirical AM is leveraging AI to deploy it's portfolios, AI as the 4th industrial revolution, and why Morningstar Style Boxes are outdated.

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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 wholesalers as a mindset and performance coach.

Learn more about her programs by visiting the links below:

www.Adrienne-Grace.com/5DU

www.FreeGiftFromGrace.com

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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

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