Podcast
The Whole Truth: For Financial Advisors
Hosted by Touchstone Investments · EN
Steve Seid and Kurt Dupuis, Regional Vice Presidents for Touchstone Investments, explore the challenges and opportunities that Financial Professionals face today. With interviews from clients, subject matter experts, and other industry professionals, The Whole Truth strives to be timely, actionable, and concise – with a promise to always leave on a high note.
10episodes
Episodes
Newest firstAll episodes
Top Flashbacks from 2023
Feb 20, 202401:02:59Tap to summarizeJoin us for Highlights, Ideas and Farewells. Hear from our guests as we reflect on some of the major learnings from 2023 including topics on Growth, Execution, Client Reviews, Investments and Talent.
Transcribe →High Difficulty, High Reward with Michael Futterman
Jan 9, 202400:42:59Tap to summarizeMichael Futterman - coach, speaker, EQ enthusiast and founder of Type Two Fun Consulting, joined the podcast to share how his experiences as an Outward Bound Instructor, Kolbe guru and 20+ years in financial services helped shape his process which emphasizes essential strategies for beating complacency and accomplishing difficult tasks.
Transcribe →Live at Barron’s Advisor 100 Summit!
Dec 5, 202300:33:36Tap to summarizeGet the inside track on some of the fascinating topics that are covered during the Barron’s Advisor 100 Summit. Take a listen to discover what you might be missing out on if you weren’t there!
Transcribe →“Advisor Catnip” & What If You Could Get Referrals Without Even Asking?
Nov 14, 202300:58:37Tap to summarizeHear how Touchstone veterans Matt Campbell and Kurt Dupuis use "advisor catnip," aka creative Q&A to keep in mind when working with financial professionals. Referral guru, Stacey Brown Randall, joins to discuss her remarkably unique perspective on the referral process, from generating leads to nurturing and ultimately converting them.
Transcribe →This or That? Decisions….Decisions…
Oct 24, 202300:49:17Tap to summarizeDan Sullivan of “Internal Use Only” podcast returns to “The Whole Truth” to explore a variety of decisions one may encounter when working in financial services. We also debate both sides of the coin: Wholesaler or Financial Professional?
Transcribe →How is Artificial Intelligence Changing Investment Business?
Oct 3, 202300:40:23Tap to summarizeTom Trentman of Sands Capital Management returns to the podcast to explain how artificial intelligence is having its “smartphone moment” that is disrupting the investment management business.
Transcribe →Principles of Persuasion and Financial Services Marketing Today & Beyond
Sep 12, 202300:49:24Tap to summarizeIn this packed episode, we are first joined by Jake Willis, Touchstone Regional VP who discusses Robert Cialdini's “Six Principles of Persuasion” – a notable refresher for everyone in sales. Then, digital marketing guru, Dan Allocca and Partner at Prosek joins us to discuss marketing insights that can help financial professionals navigate for now and for future.
Transcribe →Growth, Scale & Guerrilla Marketing on the Road to Leadership
Aug 22, 202300:39:16Tap to summarizeOur guest Stacey Wyatt discusses his transition from real estate agent to business owner, and shares captivating insights about leading a team, versus simply managing a team. Bonus: His reputation for highly creative approaches to marketing was the catalyst for conversation about great ideas for getting in front of people.
Transcribe →Tales In Practice Consulting – Wins & Lessons Learned!
Aug 1, 202300:34:40Tap to summarizeNo need to reinvent the wheel - our returning guest, Tom Singler joins the episode to dip into our collective hundreds of hours of cumulative experience reflecting on what has worked, as well as common challenges, when it comes to practice management consulting.
Transcribe →Powerful Team Structure & Broadridge Talks Industry Trends
Jul 11, 202301:00:48Tap to summarizeWith our industry pushing towards “Teaming”, you get Five Important Takeaways from our nationwide Team Structure presentation. Then, hear Tim Kresl of Broadridge discuss some surprising industry trends.
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