Listener Feedback Survey

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Thank you for listening to the Internal Use Only podcast. I can't believe it's been 60 episodes and nearly 3 years since we launched. The show truly would not exist without your engagement as a listener. Every download, review, comment, like and share means a lot.

As we plan for 2024 and beyond, I would love your feedback and thoughts about the show. Thank you for taking the time to fill out this listener feedback survey.

For any direct questions or comments, please feel free to contact us via email at internaluseonlypodcast@gmail.com or via Instagram @internaluseonlypodcast

Your Name *

Current Firm Name (Optional)

Email (Work or Personal) *

Which of the below options best describes your current role? *

Wholesaler - Internal

Wholesaler - Hybrid

Wholesaler - External

Financial Advisor

Service Provider (i.e. my products/services are used by advisors or asset managers)

Sales Manager - Externals or Divisional

Internal Sales / Desk Manager / Hybrid Manager

Other:

How did you hear about the podcast? *

Instagram

Newsletter

A friend or colleague told me about it

Another podcast

Other:

60 episodes later, what topics or conversations stood out the most to you? *

What makes Internal Use Only unique or different from other industry podcasts? *

What topics would you like to see Internal Use Only explore in 2024? Are there any topics that you'd like to see that haven't been covered yet? *

What is one thing the show can do to improve or make the listener experience better? All feedback is greatly appreciated. *

What kind of guests are you interested in having join the show in 2024? Select the options that are most interesting to you. *

Wholesalers

Financial Advisors

Portfolio Managers

Financial Media

Home Office Research Analysts

Chief Investment Officers

Industry Trade Groups (CFA Society, CAIA, etc)

Allocators

Other:

Required

Have you shared the show with anyone? *

Yes - I have shared episodes with my colleagues

Yes - I have shared episodes with my friends

Yes - I have shared an episode on LinkedIn

No - I have tuned into a couple of episodes but don't really need to share

No - But after completing this survey I will send it to 2-3 people!

Do you follow @internaluseonlypodcast on Instagram? *

Yes - It's fun and easy to follow

Yes - But I don't see the content

No - I do not use Instagram

No - But I will follow the show right after this!

If Internal Use Only were to expand offerings beyond the podcast, which of the following would you MOST likely be interested in? Select all that apply: *

In-person podcast recording (during sales meetings, workshops, conferences or events)

Happy hours and/or social outings with guests and listeners

Small group networking with advisors

Small group networking with wholesalers

Advisor and allocator profiles (interviews with FAs, their teams, info about their practice, clients, etc.)

In-person wholesaler workshops

Digital wholesaler e-books with tips, tricks and resources

Group demos or previews with vendors or service providers

Quarterly product updates

Other:

Required

Would you watch video interviews if available on YouTube? *

Yes - I prefer to watch a video interview over listen to an audio-only podcast

Audio is best - I listen to the show while commuting, traveling, etc. and would not tune into video

Either option works and would not change my listening habits

Would you be interested in an Internal Use Only newsletter that includes episode highlights, interview takeaways, and industry news? *

Yes - I would find that valuable

No - I prefer the podcast only and do not want my inbox cluttered

Are you open to participating in anonymous surveys about sales culture? Think: compensation, % to goal or quota, industry designations etc? *

Yes - I believe in that kind of transparency and am OK with it, if everything is anonymous

Nah, would rather not give up that info even though it'd be interesting to see the results

Other:

Are you open to being contacted via email to discuss any feedback or suggestions in more detail? *

Yes

Other:

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