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Nolan Lynch, an external covering California, joins today's episode. We cover:

• The training programs we learned as internals at fund companies MFS, PGIM, and Natixis
• Structures to deliver an impactful fund pitch to advisors
• Challenging advisors asset class allocation and consulting them on product options

Interested in working with Internal Use Only to sharpen your pitch skills or create a framework/ training program for your internals or new hires?

DM us on Instagram or email us internaluseonlypodcast@gmail.com

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