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
Lessons in Capital Raising ft. Paul Anderson CFA®
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Dan S.
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Episode 37
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Paul Anderson, long-time investment professional and wholesaler, joins today's show. Paul has spent decades in the investment industry and has had a successful sales career working with Institutional, Bank Trust, RIA and Wealth channels. We cover:
- Navigating the manager selection process with Public Pensions & Consultants
- Tricks and tips when organizing sales presentations with CPMs, PMs, etc.
- Paul’s process oriented-approach to life and professionalism
Paul's stories and experiences are riddled with nuggets of truth applicable to sales careers and life outside of work. Connect with Paul on LinkedIn.