The Whole Truth: For Financial Advisors https://www.touchstoneinvestments.com/thewholetruth en © 2020 Touchstone Investments 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. https://megaphone.imgix.net/podcasts/497bf3f6-907e-11ea-950a-8fd2bc5f96ad/image/uploads_2F1590011403077-hnlghr7f57c-d1cf9d7be29a6152f5b9f1c870294b84_2FThe+Whole+Truth-1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress The Whole Truth: For Financial Advisors https://www.touchstoneinvestments.com/thewholetruth no episodic Wholesalers Steve Seid and Kurt Dupuis explore the challenges and opportunities that Financial Advisors face today. Touchstone Investments 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. 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.

]]> Touchstone Investments thewholetruth@puddlecreative.com Top Flashbacks from 2023 https://touchstoneinvestments.com/thewholetruth Join 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. Tue, 20 Feb 2024 11:00:00 -0000 Top Flashbacks from 2023 full Touchstone Investments Join 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. Join 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. Join 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.

]]> 3779 no High Difficulty, High Reward with Michael Futterman https://touchstoneinvestments.com/thewholetruth Michael 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. Tue, 09 Jan 2024 11:00:00 -0000 High Difficulty, High Reward with Michael Futterman full Touchstone Investments Michael 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. Michael 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. Michael 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.

]]> 2579 no Live at Barron’s Advisor 100 Summit! https://touchstoneinvestments.com/thewholetruth Get 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! Tue, 05 Dec 2023 11:00:00 -0000 Live at Barron’s Advisor 100 Summit! full Touchstone Investments Get 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! Get 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! Get 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!

]]> 2016 no “Advisor Catnip” & What If You Could Get Referrals Without Even Asking? https://touchstoneinvestments.com/thewholetruth Hear 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. Tue, 14 Nov 2023 11:00:00 -0000 “Advisor Catnip” & What If You Could Get Referrals Without Even Asking? full Touchstone Investments Hear 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. Hear 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. Hear 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.

]]> 3517 no This or That? Decisions….Decisions… https://touchstoneinvestments.com/thewholetruth Dan 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? Tue, 24 Oct 2023 10:00:00 -0000 This or That? Decisions….Decisions… full Touchstone Investments Dan 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? Dan 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? Dan 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?

]]> 2957 no How is Artificial Intelligence Changing Investment Business? https://touchstoneinvestments.com/thewholetruth Tom 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. Tue, 03 Oct 2023 10:00:00 -0000 How is Artificial Intelligence Changing Investment Business? full Touchstone Investments Tom 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. Tom 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. Tom 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.

]]> 2423 no Principles of Persuasion and Financial Services Marketing Today & Beyond https://touchstoneinvestments.com/thewholetruth In 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. Tue, 12 Sep 2023 10:00:00 -0000 Principles of Persuasion and Financial Services Marketing Today & Beyond full Touchstone Investments In 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. In 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. In 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.

]]> 2964 no Growth, Scale & Guerrilla Marketing on the Road to Leadership https://touchstoneinvestments.com/thewholetruth Our 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. Tue, 22 Aug 2023 10:00:00 -0000 Growth, Scale & Guerrilla Marketing on the Road to Leadership full Touchstone Investments Our 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. Our 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. Our 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.

]]> 2356 no Tales In Practice Consulting – Wins & Lessons Learned! https://touchstoneinvestments.com/thewholetruth No 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. Tue, 01 Aug 2023 10:00:00 -0000 Tales In Practice Consulting – Wins & Lessons Learned! full Touchstone Investments No 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. No 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. No 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.

]]> 2080 no Powerful Team Structure & Broadridge Talks Industry Trends https://touchstoneinvestments.com/thewholetruth With 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. Tue, 11 Jul 2023 10:00:00 -0000 Powerful Team Structure & Broadridge Talks Industry Trends full Touchstone Investments With 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. With 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. With 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.

]]> 3648 no Differentiation with Liz Lenz https://touchstoneinvestments.com/thewholetruth Liz Lenz returns to the podcast to share new insights from her latest venture. After running practice consulting for a broker-dealer, she has now started her own firm, Lenz Insights, LLC. She discusses how she decided to make the change, and what she has learned setting up her business. Tue, 20 Jun 2023 10:00:00 -0000 Differentiation with Liz Lenz full Touchstone Investments Liz Lenz returns to the podcast to share new insights from her latest venture. After running practice consulting for a broker-dealer, she has now started her own firm, Lenz Insights, LLC. She discusses how she decided to make the change, and what she has learned setting up her business. Liz Lenz returns to the podcast to share new insights from her latest venture. After running practice consulting for a broker-dealer, she has now started her own firm, Lenz Insights, LLC. She discusses how she decided to make the change, and what she has learned setting up her business. Liz Lenz returns to the podcast to share new insights from her latest venture. After running practice consulting for a broker-dealer, she has now started her own firm, Lenz Insights, LLC. She discusses how she decided to make the change, and what she has learned setting up her business.

]]> 2649 no Human Capital with Penny Phillips https://touchstoneinvestments.com/thewholetruth Penny Phillips, owner of Thrivos Consulting, returns to the show to discuss practice management. Her first appearance ended up becoming our Episode of the Year, so we are delighted to have more of her insights in this episode. Tue, 30 May 2023 10:00:00 -0000 Human Capital with Penny Phillips full Touchstone Investments Penny Phillips, owner of Thrivos Consulting, returns to the show to discuss practice management. Her first appearance ended up becoming our Episode of the Year, so we are delighted to have more of her insights in this episode. Penny Phillips, owner of Thrivos Consulting, returns to the show to discuss practice management. Her first appearance ended up becoming our Episode of the Year, so we are delighted to have more of her insights in this episode. Penny Phillips, owner of Thrivos Consulting, returns to the show to discuss practice management. Her first appearance ended up becoming our Episode of the Year, so we are delighted to have more of her insights in this episode.

]]> 3140 no Client Reviews: Facts, Myths and Opportunities https://touchstoneinvestments.com/thewholetruth Ben Alge returns to discuss a number of topics, including how Navy Seals innovate in business development and how client reviews can work better. Tue, 09 May 2023 10:00:00 -0000 Client Reviews: Facts, Myths and Opportunities full Touchstone Investments Ben Alge returns to discuss a number of topics, including how Navy Seals innovate in business development and how client reviews can work better. Ben Alge returns to discuss a number of topics, including how Navy Seals innovate in business development and how client reviews can work better. Ben Alge returns to discuss a number of topics, including how Navy Seals innovate in business development and how client reviews can work better.

]]> 2774 no The Whole Data-Based Truth https://touchstoneinvestments.com/thewholetruth Have you done your research? Our guest certainly has. Neil Bathon is managing partner at FUSE Research, where he surveys and gathers trends for the asset management world. We asked him about some of the trends that are going on in the industry, and to separate what trends are actually making an impact from those that are not. Tue, 18 Apr 2023 10:01:00 -0000 The Whole Data-Based Truth full Touchstone Investments Have you done your research? Our guest certainly has. Neil Bathon is managing partner at FUSE Research, where he surveys and gathers trends for the asset management world. We asked him about some of the trends that are going on in the industry, and to separate what trends are actually making an impact from those that are not. Have you done your research? Our guest certainly has. Neil Bathon is managing partner at FUSE Research, where he surveys and gathers trends for the asset management world. We asked him about some of the trends that are going on in the industry, and to separate what trends are actually making an impact from those that are not. Have you done your research? Our guest certainly has. Neil Bathon is managing partner at FUSE Research, where he surveys and gathers trends for the asset management world. We asked him about some of the trends that are going on in the industry, and to separate what trends are actually making an impact from those that are not.

]]> 2117 no Understanding the Power of Pressure https://touchstoneinvestments.com/thewholetruth Our guest, Dane Jensen, CEO of consulting company Third Factor is also an instructor at Queen’s University and the University of North Carolina. You may also recognize the title of our episode includes the name of Dane’s book, The Power of Pressure. We discussed how pressure can be helpful, how it can be challenging, and how you can approach it in a way that can raise your game. Tue, 28 Mar 2023 10:00:00 -0000 Understanding the Power of Pressure full Touchstone Investments Our guest, Dane Jensen, CEO of consulting company Third Factor is also an instructor at Queen’s University and the University of North Carolina. You may also recognize the title of our episode includes the name of Dane’s book, The Power of Pressure. We discussed how pressure can be helpful, how it can be challenging, and how you can approach it in a way that can raise your game. Our guest, Dane Jensen, CEO of consulting company Third Factor is also an instructor at Queen’s University and the University of North Carolina. You may also recognize the title of our episode includes the name of Dane’s book, The Power of Pressure. We discussed how pressure can be helpful, how it can be challenging, and how you can approach it in a way that can raise your game. Our guest, Dane Jensen, CEO of consulting company Third Factor is also an instructor at Queen’s University and the University of North Carolina. You may also recognize the title of our episode includes the name of Dane’s book, The Power of Pressure. We discussed how pressure can be helpful, how it can be challenging, and how you can approach it in a way that can raise your game.

]]> 3447 no Navigating the Boom-Bust Cycle of Growth https://touchstoneinvestments.com/thewholetruth In this episode, we discuss the "growth" roller coaster with Tom Trentman, senior portfolio manager at Sands Capital. Then, we get into a discussion about emerging markets with Jack Mayer, portfolio specialist at Sands. Tue, 07 Mar 2023 11:00:00 -0000 Navigating the Boom-Bust Cycle of Growth full Touchstone Investments In this episode, we discuss the "growth" roller coaster with Tom Trentman, senior portfolio manager at Sands Capital. Then, we get into a discussion about emerging markets with Jack Mayer, portfolio specialist at Sands. In this episode, we discuss the "growth" roller coaster with Tom Trentman, senior portfolio manager at Sands Capital. Then, we get into a discussion about emerging markets with Jack Mayer, portfolio specialist at Sands. In this episode, we discuss the "growth" roller coaster with Tom Trentman, senior portfolio manager at Sands Capital. Then, we get into a discussion about emerging markets with Jack Mayer, portfolio specialist at Sands.

]]> 3546 no An Intriguing Look Inside Boutique Management https://touchstoneinvestments.com/thewholetruth In this episode, we share two previously unreleased interviews with our former colleague Steve Owen of The London Company. Steve has talked about a plethora of asset managers over the years and has helpful insights about table stakes and the importance of “having an edge.” Tue, 14 Feb 2023 06:00:00 -0000 An Intriguing Look Inside Boutique Management full Touchstone Investments In this episode, we share two previously unreleased interviews with our former colleague Steve Owen of The London Company. Steve has talked about a plethora of asset managers over the years and has helpful insights about table stakes and the importance of “having an edge.” In this episode, we share two previously unreleased interviews with our former colleague Steve Owen of The London Company. Steve has talked about a plethora of asset managers over the years and has helpful insights about table stakes and the importance of “having an edge.” In this episode, we share two previously unreleased interviews with our former colleague Steve Owen of The London Company. Steve has talked about a plethora of asset managers over the years and has helpful insights about table stakes and the importance of “having an edge.”

]]> 2184 no Four Team Trends at Barron’s and an Interesting Twist on How to Think About COIs https://touchstoneinvestments.com/thewholetruth Our hosts share ideas from a Barron’s talk about four trends found in Barron’s Top 100 Teams and then our wholesaler Patrick Farris joins the podcast to discuss COIs, which he is thinking about a little differently. "We work in an industry where we're able to really build our own business," he says. "So why would we not build it with clients that we enjoy working with?" Tue, 24 Jan 2023 11:00:00 -0000 Four Team Trends at Barron’s and an Interesting Twist on How to Think About COIs full Touchstone Investments Our hosts share ideas from a Barron’s talk about four trends found in Barron’s Top 100 Teams and then our wholesaler Patrick Farris joins the podcast to discuss COIs, which he is thinking about a little differently. "We work in an industry where we're able to really build our own business," he says. "So why would we not build it with clients that we enjoy working with?" Our hosts share ideas from a Barron’s talk about four trends found in Barron’s Top 100 Teams and then our wholesaler Patrick Farris joins the podcast to discuss COIs, which he is thinking about a little differently. "We work in an industry where we're able to really build our own business," he says. "So why would we not build it with clients that we enjoy working with?"

]]> 1665 no Best of 2022 https://touchstoneinvestments.com/thewholetruth In this episode, we share highlights from our guests and reflect on the major learnings of 2022. Tue, 03 Jan 2023 11:00:00 -0000 Best of 2022 full Touchstone Investments In this episode, we share highlights from our guests and reflect on the major learnings of 2022. In this episode, we share highlights from our guests and reflect on the major learnings of 2022. In this episode, we share highlights from our guests and reflect on the major learnings of 2022.

]]> 3350 no Demystifying Active Management https://touchstoneinvestments.com/thewholetruth Today we have Dr. Martijn Cremers on the show. He is the Dean of the Notre Dame Business School, and his research on active management includes a paradigm-shifting paper on active share. Tue, 06 Dec 2022 11:00:00 -0000 Demystifying Active Management full Touchstone Investments Today we have Dr. Martijn Cremers on the show. He is the Dean of the Notre Dame Business School, and his research on active management includes a paradigm-shifting paper on active share. Today we have Dr. Martijn Cremers on the show. He is the Dean of the Notre Dame Business School, and his research on active management includes a paradigm-shifting paper on active share. Today we have Dr. Martijn Cremers on the show. He is the Dean of the Notre Dame Business School, and his research on active management includes a paradigm-shifting paper on active share.

]]> 2102 no Concierge Aging with Annalee Kruger https://touchstoneinvestments.com/thewholetruth Our guest today is Annalee Kruger, President of Care Right, Inc. for this important episode on the myriad reasons it is critical to have an Aging Plan in place. She has concentrated experience doing senior care planning during her 25-year career in the senior care industry. In addition to her company, Care Right where she advises people on end of life planning, she also founded Plan for Life, which is an educational avenue to earn an elder planning specialist designation. Tue, 15 Nov 2022 11:00:00 -0000 Concierge Aging with Annalee Kruger full Touchstone Investments Our guest today is Annalee Kruger, President of Care Right, Inc. for this important episode on the myriad reasons it is critical to have an Aging Plan in place. She has concentrated experience doing senior care planning during her 25-year career in the senior care industry. In addition to her company, Care Right where she advises people on end of life planning, she also founded Plan for Life, which is an educational avenue to earn an elder planning specialist designation. Our guest today is Annalee Kruger, President of Care Right, Inc. for this important episode on the myriad reasons it is critical to have an Aging Plan in place. She has concentrated experience doing senior care planning during her 25-year career in the senior care industry. In addition to her company, Care Right where she advises people on end of life planning, she also founded Plan for Life, which is an educational avenue to earn an elder planning specialist designation. Our guest today is Annalee Kruger, President of Care Right, Inc. for this important episode on the myriad reasons it is critical to have an Aging Plan in place. She has concentrated experience doing senior care planning during her 25-year career in the senior care industry. In addition to her company, Care Right where she advises people on end of life planning, she also founded Plan for Life, which is an educational avenue to earn an elder planning specialist designation.

]]> 2638 no 48: Embrace the Debate: Referrals Revisited https://touchstoneinvestments.com/thewholetruth Touchstone colleagues Mindy Burgess and Jason Zawalich take over the podcast to discuss referrals and business development. They embark on a healthy debate – “To Refer or Not to Refer” and share some creative ideas about how to think differently when it comes to the art of getting referrals. Tue, 04 Oct 2022 10:00:00 -0000 Embrace the Debate: Referrals Revisited full Touchstone Investments Touchstone colleagues Mindy Burgess and Jason Zawalich take over the podcast to discuss referrals and business development. They embark on a healthy debate – “To Refer or Not to Refer” and share some creative ideas about how to think differently when it comes to the art of getting referrals. Touchstone colleagues Mindy Burgess and Jason Zawalich take over the podcast to discuss referrals and business development. They embark on a healthy debate – “To Refer or Not to Refer” and share some creative ideas about how to think differently when it comes to the art of getting referrals. Touchstone colleagues Mindy Burgess and Jason Zawalich take over the podcast to discuss referrals and business development. They embark on a healthy debate – “To Refer or Not to Refer” and share some creative ideas about how to think differently when it comes to the art of getting referrals.

]]> 1397 no 47: Tools of a Financial Coach https://touchstoneinvestments.com/thewholetruth Financial Services industry veteran Richard Weylman has been a coach at all the major wire houses, and has partnered with Touchstone in the past, so we used this opportunity to re-connect. He talks about the tools he uses, including psychological needs of the affluent and 90-day elevation plans. You hear a lot of people talk about practice management ideas, but it is all in the execution -- and Richard can deliver on that. Tue, 13 Sep 2022 10:00:00 -0000 Tools of a Financial Coach full Touchstone Investments Financial Services industry veteran Richard Weylman has been a coach at all the major wire houses, and has partnered with Touchstone in the past, so we used this opportunity to re-connect. He talks about the tools he uses, including psychological needs of the affluent and 90-day elevation plans. You hear a lot of people talk about practice management ideas, but it is all in the execution -- and Richard can deliver on that. Financial Services industry veteran Richard Weylman has been a coach at all the major wire houses, and has partnered with Touchstone in the past, so we used this opportunity to re-connect. He talks about the tools he uses, including psychological needs of the affluent and 90-day elevation plans. You hear a lot of people talk about practice management ideas, but it is all in the execution -- and Richard can deliver on that. Financial Services industry veteran Richard Weylman has been a coach at all the major wire houses, and has partnered with Touchstone in the past, so we used this opportunity to re-connect. He talks about the tools he uses, including psychological needs of the affluent and 90-day elevation plans. You hear a lot of people talk about practice management ideas, but it is all in the execution -- and Richard can deliver on that.

]]> 2556 no 46: House Call with Dr. Rick Jensen https://touchstoneinvestments.com/thewholetruth Dr. Rick Jensen joins the podcast – he is a sports psychologist and author whose clients include more than 50 touring golf pros in the PGA, LPGA and Champions tours. Listen in as he shares how best practices from sports psychology can be applied as rules, suggestions, and strategies for financial professionals. Tue, 23 Aug 2022 10:00:00 -0000 House Call with Dr. Rick Jensen full Touchstone Investments Dr. Rick Jensen joins the podcast – he is a sports psychologist and author whose clients include more than 50 touring golf pros in the PGA, LPGA and Champions tours. Listen in as he shares how best practices from sports psychology can be applied as rules, suggestions, and strategies for financial professionals. Dr. Rick Jensen joins the podcast – he is a sports psychologist and author whose clients include more than 50 touring golf pros in the PGA, LPGA and Champions tours. Listen in as he shares how best practices from sports psychology can be applied as rules, suggestions, and strategies for financial professionals. Dr. Rick Jensen joins the podcast – he is a sports psychologist and author whose clients include more than 50 touring golf pros in the PGA, LPGA and Champions tours. Listen in as he shares how best practices from sports psychology can be applied as rules, suggestions, and strategies for financial professionals.

]]> 2989 no 45: Things Wholesalers Wish Financial Professionals Knew https://touchstoneinvestments.com/thewholetruth In this special crossover podcast with Dan Sullivan of Internal Use Only, we reflect on the job of wholesaling. What are some good questions that you should be asking wholesalers with whom you work? We also discuss podcasting and what we are trying to accomplish with our two shows. Tue, 02 Aug 2022 10:00:00 -0000 Things Wholesalers Wish Financial Professionals Knew full Touchstone Investments In this special crossover podcast with Dan Sullivan of Internal Use Only, we reflect on the job of wholesaling. What are some good questions that you should be asking wholesalers with whom you work? We also discuss podcasting and what we are trying to accomplish with our two shows. In this special crossover podcast with Dan Sullivan of Internal Use Only, we reflect on the job of wholesaling. What are some good questions that you should be asking wholesalers with whom you work? We also discuss podcasting and what we are trying to accomplish with our two shows. In this special crossover podcast with Dan Sullivan of Internal Use Only, we reflect on the job of wholesaling. What are some good questions that you should be asking wholesalers with whom you work? We also discuss podcasting and what we are trying to accomplish with our two shows.

]]> 3046 no 44: Straight from the mouths of Navy SEALS - An Effective Team Requires Trust https://touchstoneinvestments.com/thewholetruth On today's episode, Special Ops and Navy SEALS: John Choate, CD and Ant join the show. They draw upon experiences from their history and their SA-720™ Consulting business to discuss how to foster effective teamwork by managing attitude and ego and creating trust through vulnerability. They also delve into SABRE, which borrows from clandestine frameworks taken from their military service and how to apply them to business and practical purposes. Tue, 12 Jul 2022 10:00:00 -0000 Straight from the mouths of Navy SEALS - An Effective Team Requires Trust full Touchstone Investments On today's episode, Special Ops and Navy SEALS: John Choate, CD and Ant join the show. They draw upon experiences from their history and their SA-720™ Consulting business to discuss how to foster effective teamwork by managing attitude and ego and creating trust through vulnerability. They also delve into SABRE, which borrows from clandestine frameworks taken from their military service and how to apply them to business and practical purposes. On today's episode, Special Ops and Navy SEALS: John Choate, CD and Ant join the show. They draw upon experiences from their history and their SA-720™ Consulting business to discuss how to foster effective teamwork by managing attitude and ego and creating trust through vulnerability. They also delve into SABRE, which borrows from clandestine frameworks taken from their military service and how to apply them to business and practical purposes. On today's episode, Special Ops and Navy SEALS: John Choate, CD and Ant join the show. They draw upon experiences from their history and their SA-720™ Consulting business to discuss how to foster effective teamwork by managing attitude and ego and creating trust through vulnerability. They also delve into SABRE, which borrows from clandestine frameworks taken from their military service and how to apply them to business and practical purposes.

]]> 2682 no 43: From the United Nations to Wealth Management https://touchstoneinvestments.com/thewholetruth Our guest Daniel Catone is CEO of Golden State Wealth Management. He's fascinating on a number of levels -- he's been nominated for Top 40 Under 40, he runs a variety of different businesses, he collects artifacts, he's a pilot, he's got a master's degree in theology. And before he worked in finance, he was a part of the United Nations High Commission on Refugees. We get into his unique story and pick up valuable financial insights along the way. Tue, 21 Jun 2022 10:00:00 -0000 From the United Nations to Wealth Management full Touchstone Investments Our guest Daniel Catone is CEO of Golden State Wealth Management. He's fascinating on a number of levels -- he's been nominated for Top 40 Under 40, he runs a variety of different businesses, he collects artifacts, he's a pilot, he's got a master's degree in theology. And before he worked in finance, he was a part of the United Nations High Commission on Refugees. We get into his unique story and pick up valuable financial insights along the way. Our guest Daniel Catone is CEO of Golden State Wealth Management. He's fascinating on a number of levels -- he's been nominated for Top 40 Under 40, he runs a variety of different businesses, he collects artifacts, he's a pilot, he's got a master's degree in theology. And before he worked in finance, he was a part of the United Nations High Commission on Refugees. We get into his unique story and pick up valuable financial insights along the way. Our guest Daniel Catone is CEO of Golden State Wealth Management. He's fascinating on a number of levels -- he's been nominated for Top 40 Under 40, he runs a variety of different businesses, he collects artifacts, he's a pilot, he's got a master's degree in theology. And before he worked in finance, he was a part of the United Nations High Commission on Refugees. We get into his unique story and pick up valuable financial insights along the way.

]]> 2410 no 42: The Whole Truth on How to Assess and Assemble a Winning Team https://touchstoneinvestments.com/thewholetruth When hiring a team, it's always best to consider individuals that approach problems in different ways. Kolbe can be a powerful tool used by Managers to assess and understand how members of your team work - it can make things easier, better, and more natural for all involved and can improve employee retention. Jennifer Scaglione, Senior Vice President of Strategic Initiatives at The Financial Services Network, joins to share her extensive Kolbe work with the financial professional teams that roll up under The Network. Tue, 31 May 2022 10:00:00 -0000 The Whole Truth on How to Assess and Assemble a Winning Team full Touchstone Investments Jennifer Scaglione, Senior Vice President of Strategic Initiatives at The Financial Services Network, joins to share her extensive Kolbe work with the financial professional teams that roll up under The Network. When hiring a team, it's always best to consider individuals that approach problems in different ways. Kolbe can be a powerful tool used by Managers to assess and understand how members of your team work - it can make things easier, better, and more natural for all involved and can improve employee retention. Jennifer Scaglione, Senior Vice President of Strategic Initiatives at The Financial Services Network, joins to share her extensive Kolbe work with the financial professional teams that roll up under The Network. When hiring a team, it's always best to consider individuals that approach problems in different ways. Kolbe can be a powerful tool used by Managers to assess and understand how members of your team work - it can make things easier, better, and more natural for all involved and can improve employee retention. Jennifer Scaglione, Senior Vice President of Strategic Initiatives at The Financial Services Network, joins to share her extensive Kolbe work with the financial professional teams that roll up under The Network.

]]> 3116 no 41: Bold Moves for Building Superior Service: Supernova Teams with Curtis Brown https://touchstoneinvestments.com/thewholetruth Industry veteran, Curtis Brown joins to discuss the concept of (and book) "Supernova Teams." You will hear how the financial services industry has changed over his decades in it, why client experience is critically important, and how to effectively team. Tue, 10 May 2022 10:00:00 -0000 Bold Moves for Building Superior Service: Supernova Teams with Curtis Brown full Touchstone Investments Industry veteran, Curtis Brown joins to discuss the concept of (and book) "Supernova Teams." You will hear how the financial services industry has changed over his decades in it, why client experience is critically important, and how to effectively team. Industry veteran, Curtis Brown joins to discuss the concept of (and book) "Supernova Teams." You will hear how the financial services industry has changed over his decades in it, why client experience is critically important, and how to effectively team. Industry veteran, Curtis Brown joins to discuss the concept of (and book) "Supernova Teams." You will hear how the financial services industry has changed over his decades in it, why client experience is critically important, and how to effectively team.

]]> 3128 no 40: One of the Hardest Things to Learn is How to Unlearn https://touchstoneinvestments.com/thewholetruth In this episode, we are joined by Liz Stiles, who discusses three big topics: people, process, and tech. We get into how she conducts a gap analysis with financial professionals and she explains actionable steps to assist with closing those gaps. Because we all often work with folks that have been doing things a certain way for a long time, her quote: "One of the hardest things to learn is how to unlearn," is especially potent. Tue, 19 Apr 2022 10:00:00 -0000 One of the Hardest Things to Learn is How to Unlearn full Touchstone Investments In this episode, we are joined by Liz Stiles, who discusses three big topics: people, process, and tech. We get into how she conducts a gap analysis with financial professionals and she explains actionable steps to assist with closing those gaps. In this episode, we are joined by Liz Stiles, who discusses three big topics: people, process, and tech. We get into how she conducts a gap analysis with financial professionals and she explains actionable steps to assist with closing those gaps. Because we all often work with folks that have been doing things a certain way for a long time, her quote: "One of the hardest things to learn is how to unlearn," is especially potent. In this episode, we are joined by Liz Stiles, who discusses three big topics: people, process, and tech. We get into how she conducts a gap analysis with financial professionals and she explains actionable steps to assist with closing those gaps. Because we all often work with folks that have been doing things a certain way for a long time, her quote: "One of the hardest things to learn is how to unlearn," is especially potent.

]]> 3368 no 39: An Entrepreneurial Take on the Do’s and Don’ts of Financial Podcasting https://touchstoneinvestments.com/thewholetruth Lee Michael Murphy is doing innovative things in the financial professional space. He started his own podcast and with more than 100 episodes in, of course, as fellow financial services podcasters, we wanted to talk with him about how that's going, to discuss creativity in business and to hear his story of why he got into the financial business. Tue, 29 Mar 2022 10:00:00 -0000 An Entrepreneurial Take on the Do’s and Don’ts of Financial Podcasting full Touchstone Investments Lee Michael Murphy is doing innovative things in the financial professional space. He started his own podcast and with more than 100 episodes in, of course, as fellow financial services podcasters, we wanted to talk with him about how that's going, to discuss creativity in business and to hear his story of why he got into the financial business. Lee Michael Murphy is doing innovative things in the financial professional space. He started his own podcast and with more than 100 episodes in, of course, as fellow financial services podcasters, we wanted to talk with him about how that's going, to discuss creativity in business and to hear his story of why he got into the financial business.

]]> 2068 no 38: What is Your Morning Routine? https://touchstoneinvestments.com/thewholetruth In this episode we start with a “Just Stop It” segment, then move on to a discussion about how to improve your morning routine. Tue, 08 Mar 2022 08:01:00 -0000 What is Your Morning Routine? full Touchstone Investments In this episode we start with a “Just Stop It” segment, then move on to a discussion about how to improve your morning routine. In this episode we start with a “Just Stop It” segment, then move on to a discussion about how to improve your morning routine. In this episode we start with a “Just Stop It” segment, then move on to a discussion about how to improve your morning routine.

]]> 1484 no 37: Emotional Intelligence in Business https://touchstoneinvestments.com/thewholetruth How emotionally intelligent are you? In this episode, we discuss the concept of EI and how it pertains to leadership. Tue, 15 Feb 2022 05:02:00 -0000 Emotional Intelligence in Business full Touchstone Investments How emotionally intelligent are you? In this episode, we discuss the concept of EI and how it pertains to leadership. How emotionally intelligent are you? In this episode, we discuss the concept of EI and how it pertains to leadership. How emotionally intelligent are you? In this episode, we discuss the concept of EI and how it pertains to leadership.

]]> 1499 no 36: How to Work Smarter: Digging Deep to Create a Truly Meaningful Journey for Clients https://touchstoneinvestments.com/thewholetruth Alejandra Slatapolsky joins the podcast to discuss how financial professionals can cultivate a holistic experience for clients, from on-boarding to years-long relationships, as well as the value of asking "Why?" Tue, 25 Jan 2022 11:00:00 -0000 How to Work Smarter: Digging Deep to Create a Truly Meaningful Journey for Clients full Touchstone Investments Alejandra Slatapolsky joins the podcast to discuss how financial professionals can cultivate a holistic experience for clients, from on-boarding to years-long relationships, as well as the value of asking "Why?" Alejandra Slatapolsky joins the podcast to discuss how financial professionals can cultivate a holistic experience for clients, from on-boarding to years-long relationships, as well as the value of asking "Why?" Alejandra Slatapolsky joins the podcast to discuss how financial professionals can cultivate a holistic experience for clients, from on-boarding to years-long relationships, as well as the value of asking "Why?"

]]> 2155 no 35: The Kolbe Assessment with Brian Doe https://touchstoneinvestments.com/thewholetruth Brian Doe joins the podcast to discuss how to make the most of the Kolbe assessment tool and shares some enlightening insights it can provide. Tue, 04 Jan 2022 10:00:00 -0000 The Kolbe Assessment with Brian Doe full Touchstone Investments Brian Doe joins the podcast to discuss how to make the most of the Kolbe assessment tool and shares some enlightening insights it can provide. Brian Doe joins the podcast to discuss how to make the most of the Kolbe assessment tool and shares some enlightening insights it can provide. Brian Doe joins the podcast to discuss how to make the most of the Kolbe assessment tool and shares some enlightening insights it can provide.

]]> 2493 no 34: A Review of 2021: Secrets for Success and Habits for Happiness https://touchstoneinvestments.com/thewholetruth Our hosts reflect on 2021 and share some takeaways they are still thinking about and implementing from this year's jam-packed vault of priceless insights. Whether you are a new or longtime member of The Whole Truth Community, the guests of Season 2021 served up amazing ideas, tips, philosophies and more – free of charge – that could help with anything from making your day easier to potentially propelling your practice to the next level! And we’ve added a new segment we call “What We're Obsessed About This Week”…we hope you enjoy! Tue, 14 Dec 2021 11:00:00 -0000 A Review of 2021: Secrets for Success and Habits for Happiness full Touchstone Investments Our hosts reflect on 2021 and share some takeaways they are still thinking about and implementing from this year's jam-packed vault of priceless insights. Whether you are a new or longtime member of The Whole Truth Community, the guests of Season 2021 served up amazing ideas, tips, philosophies and more – free of charge – that could help with anything from making your day easier to potentially propelling your practice to the next level! And we’ve added a new segment we call “What We're Obsessed About This Week”…we hope you enjoy! Our hosts reflect on 2021 and share some takeaways they are still thinking about and implementing from this year's jam-packed vault of priceless insights. Whether you are a new or longtime member of The Whole Truth Community, the guests of Season 2021 served up amazing ideas, tips, philosophies and more – free of charge – that could help with anything from making your day easier to potentially propelling your practice to the next level! And we’ve added a new segment we call “What We're Obsessed About This Week”…we hope you enjoy! Our hosts reflect on 2021 and share some takeaways they are still thinking about and implementing from this year's jam-packed vault of priceless insights. Whether you are a new or longtime member of The Whole Truth Community, the guests of Season 2021 served up amazing ideas, tips, philosophies and more – free of charge – that could help with anything from making your day easier to potentially propelling your practice to the next level! And we’ve added a new segment we call “What We're Obsessed About This Week”…we hope you enjoy!

]]> 1605 no 33: People Buy From People https://touchstoneinvestments.com/thewholetruth Elyse Archer, a founder of the Brand Builders group, joins the podcast to talk about strategies for personal branding as well as to explain the value of an intentional mindset. She explains the concept so well that even an analytical-minded skeptic can understand and appreciate it. She also describes selling from a point of "scarcity" versus "abundance." Tue, 30 Nov 2021 11:00:00 -0000 People Buy From People full Touchstone Investments Elyse Archer, a founder of the Brand Builders group, joins the podcast to talk about strategies for personal branding as well as to explain the value of an intentional mindset. She explains the concept so well that even an analytical-minded skeptic can understand and appreciate it. She also describes selling from a point of "scarcity" versus "abundance." Elyse Archer, a founder of the Brand Builders group, joins the podcast to talk about strategies for personal branding as well as to explain the value of an intentional mindset. She explains the concept so well that even an analytical-minded skeptic can understand and appreciate it. She also describes selling from a point of "scarcity" versus "abundance." Elyse Archer, a founder of the Brand Builders group, joins the podcast to talk about strategies for personal branding as well as to explain the value of an intentional mindset. She explains the concept so well that even an analytical-minded skeptic can understand and appreciate it. She also describes selling from a point of "scarcity" versus "abundance."

]]> 3033 no 32: The Best Laid Plans https://touchstoneinvestments.com/thewholetruth Team planning is difficult to do well. Many firms require some kind of plan, so there can be a "checking the box" element to the process, and it's easy to build a plan that sits on the shelf and doesn't get implemented. But there is a better way. In this episode, after a brief reflection on client service, the hosts discuss how to turn a plan into a livable document that actually drives activity, drives behavior, and ultimately drives outcomes. Tue, 02 Nov 2021 10:00:00 -0000 The Best Laid Plans full Touchstone Investments Team planning is difficult to do well. Many firms require some kind of plan, so there can be a "checking the box" element to the process, and it's easy to build a plan that sits on the shelf and doesn't get implemented. But there is a better way. In this episode, after a brief reflection on client service, the hosts discuss how to turn a plan into a livable document that actually drives activity, drives behavior, and ultimately drives outcomes. Team planning is difficult to do well. Many firms require some kind of plan, so there can be a "checking the box" element to the process, and it's easy to build a plan that sits on the shelf and doesn't get implemented. But there is a better way. In this episode, after a brief reflection on client service, the hosts discuss how to turn a plan into a livable document that actually drives activity, drives behavior, and ultimately drives outcomes. Team planning is difficult to do well. Many firms require some kind of plan, so there can be a "checking the box" element to the process, and it's easy to build a plan that sits on the shelf and doesn't get implemented. But there is a better way. In this episode, after a brief reflection on client service, the hosts discuss how to turn a plan into a livable document that actually drives activity, drives behavior, and ultimately drives outcomes.

]]> 1374 no 31: Practical Advice for Fostering Your Team Culture https://touchstoneinvestments.com/thewholetruth A Harvard Business Review article cited that two of the major levers a business leader can pull are strategy and culture, this episode explores how to strategize *about* culture. Robbie Reese, CEO of LeadAbroad joins this episode, whose company our hosts believe has a fantastically successful culture, which has led to very high retention. Creating a culture for a company is one of the most important -- and often elusive -- aspects of leadership, so here we dig in with tangible steps you can take. Tue, 12 Oct 2021 10:00:00 -0000 Practical Advice for Fostering Your Team Culture full Touchstone Investments It is said that the two major levers a business leader can pull is strategy and culture, so on this episode we explore about how to strategize *about* culture. To do so we welcome Robbie Reese, whose company LeadAbroad is known to have a terrific culture, which leads to very high retention. Creating a culture for a company is one of the most important -- and often elusive -- aspects of leadership, so today we dig in with tangible steps you can take. A Harvard Business Review article cited that two of the major levers a business leader can pull are strategy and culture, this episode explores how to strategize *about* culture. Robbie Reese, CEO of LeadAbroad joins this episode, whose company our hosts believe has a fantastically successful culture, which has led to very high retention. Creating a culture for a company is one of the most important -- and often elusive -- aspects of leadership, so here we dig in with tangible steps you can take. A Harvard Business Review article cited that two of the major levers a business leader can pull are strategy and culture, this episode explores how to strategize *about* culture. Robbie Reese, CEO of LeadAbroad joins this episode, whose company our hosts believe has a fantastically successful culture, which has led to very high retention. Creating a culture for a company is one of the most important -- and often elusive -- aspects of leadership, so here we dig in with tangible steps you can take.

]]> 2391 no 30: Using Data to Solve Your Most Pressing Questions https://touchstoneinvestments.com/thewholetruth MBA school professor, Dr. Wayne Winston, from Indiana University Kelley School of Business joins to discuss how powerful data can be in solving problems and making decisions. He shares about his work with several NBA basketball teams, is a Jeopardy winner, a published author and an expert at Microsoft Excel. This wide-ranging conversation covers everything from decision making to how you can up your Excel game. Tue, 21 Sep 2021 10:00:00 -0000 Using Data to Solve Your Most Pressing Questions full Touchstone Investments MBA school professor, Dr. Wayne Winston, from Indiana University Kelley School of Business joins to discuss how powerful data can be in solving problems and making decisions. He shares about his work with several NBA basketball teams, is a Jeopardy winner, a published author and an expert at Microsoft Excel. This wide-ranging conversation covers everything from decision making to how you can up your Excel game. MBA school professor, Dr. Wayne Winston, from Indiana University Kelley School of Business joins to discuss how powerful data can be in solving problems and making decisions. He shares about his work with several NBA basketball teams, is a Jeopardy winner, a published author and an expert at Microsoft Excel. This wide-ranging conversation covers everything from decision making to how you can up your Excel game. MBA school professor, Dr. Wayne Winston, from Indiana University Kelley School of Business joins to discuss how powerful data can be in solving problems and making decisions. He shares about his work with several NBA basketball teams, is a Jeopardy winner, a published author and an expert at Microsoft Excel. This wide-ranging conversation covers everything from decision making to how you can up your Excel game.

]]> 2320 no 29: Closing the Referral Gap https://touchstoneinvestments.com/thewholetruth Listen in for two fresh conversations about referrals, client engagement and inspiring success stories. At the 3:00 minute mark Julie Littlechild, CEO of Absolute Engagement shares insights derived from years of research and at minute marker 29:30, financial professional James Schleicher offers how his “Quest for Rejection” led to success. Tue, 31 Aug 2021 07:05:00 -0000 Closing the Referral Gap full Touchstone Investments On today's show, we have two great conversations. First, Julie Littlechild from Absolute Engagement brings a new perspective on the referrals process, including the "referral gap." She also discusses client engagement. Next, to highlight and share stories from as many successful financial professionals as possible, we have a conversation with James Schleicher. One of the big takeaways from that conversation is the idea of creating a life plan before creating a business plan. Listen in for two fresh conversations about referrals, client engagement and inspiring success stories. At the 3:00 minute mark Julie Littlechild, CEO of Absolute Engagement shares insights derived from years of research and at minute marker 29:30, financial professional James Schleicher offers how his “Quest for Rejection” led to success. Listen in for two fresh conversations about referrals, client engagement and inspiring success stories. At the 3:00 minute mark Julie Littlechild, CEO of Absolute Engagement shares insights derived from years of research and at minute marker 29:30, financial professional James Schleicher offers how his “Quest for Rejection” led to success.

]]> 2924 no 28: Touchstone Talks Top 5 Takeaways For Working With Financial Pros https://touchstoneinvestments.com/thewholetruth This episode, opens with some tips on how to make the most of LinkedIn. Then at the 15:45 minute mark we speak with Tom Singler, a member of Touchstone’s investment specialist group, who shares with us his sage (and somewhat surprising) top five lessons he's learned from working with hundreds of advisors. Tue, 10 Aug 2021 09:00:00 -0000 Touchstone Talks Top 5 Takeaways For Working With Financial Pros full Touchstone Investments This episode, opens with some tips on how to make the most of LinkedIn. Then at the 15:45 minute mark we speak with Tom Singler, a member of Touchstone’s investment specialist group, who shares with us his sage (and somewhat surprising) top five lessons he's learned from working with hundreds of advisors. This episode, opens with some tips on how to make the most of LinkedIn. Then at the 15:45 minute mark we speak with Tom Singler, a member of Touchstone’s investment specialist group, who shares with us his sage (and somewhat surprising) top five lessons he's learned from working with hundreds of advisors. This episode, opens with some tips on how to make the most of LinkedIn. Then at the 15:45 minute mark we speak with Tom Singler, a member of Touchstone’s investment specialist group, who shares with us his sage (and somewhat surprising) top five lessons he's learned from working with hundreds of advisors.

]]> 2236 no 27: Ditch Your Annual Plan https://touchstoneinvestments.com/thewholetruth We kick off today's episode with our colleague John O'Neal, who shares insights about business planning, specifically getting out of the trap of ineffective annual planning. Then, at the 15:35 minute mark, we welcome back Daxs Stadjuhar, partner at The Network. Daxs is involved with practice management, and he's been spending a lot of time talking to his folks about effectively working remotely. Even though things are normalizing now, we know remote working in some form is here to stay. Tue, 20 Jul 2021 10:00:00 -0000 Ditch Your Annual Plan full Touchstone Investments We kick off today's episode with our colleague John O'Neal, who shares insights about business planning, specifically getting out of the trap of ineffective annual planning. Then, at the 15:35 minute mark, we welcome back Daxs Stadjuhar, partner at The Network. Daxs is involved with practice management, and he's been spending a lot of time talking to his folks about effectively working remotely. Even though things are normalizing now, we know remote working in some form is here to stay. We kick off today's episode with our colleague John O'Neal, who shares insights about business planning, specifically getting out of the trap of ineffective annual planning. Then, at the 15:35 minute mark, we welcome back Daxs Stadjuhar, partner at The Network. Daxs is involved with practice management, and he's been spending a lot of time talking to his folks about effectively working remotely. Even though things are normalizing now, we know remote working in some form is here to stay. We kick off today's episode with our colleague John O'Neal, who shares insights about business planning, specifically getting out of the trap of ineffective annual planning. Then, at the 15:35 minute mark, we welcome back Daxs Stadjuhar, partner at The Network. Daxs is involved with practice management, and he's been spending a lot of time talking to his folks about effectively working remotely. Even though things are normalizing now, we know remote working in some form is here to stay.

]]> 3236 no 26: One Year Report Card with Jerod Morris https://touchstoneinvestments.com/thewholetruth With a year of episodes under our belt The Whole Truth gets its report card from Jerod Morris (begins at the 26:30 minute mark) and he also shares insights about how to build communities with clients in Segment One. Stick around until the end for some enthusiastic college basketball banter in the Costanza Corner segment. Tue, 29 Jun 2021 10:00:00 -0000 One Year Report Card with Jerod Morris full Touchstone Investments With a year of episodes under our belt The Whole Truth gets its report card from Jerod Morris (begins at the 26:30 minute mark) and he also shares insights about how to build communities with clients in Segment One. Stick around until the end for some enthusiastic college basketball banter in the Costanza Corner segment. With a year of episodes under our belt The Whole Truth gets its report card from Jerod Morris (begins at the 26:30 minute mark) and he also shares insights about how to build communities with clients in Segment One. Stick around until the end for some enthusiastic college basketball banter in the Costanza Corner segment. With a year of episodes under our belt The Whole Truth gets its report card from Jerod Morris (begins at the 26:30 minute mark) and he also shares insights about how to build communities with clients in Segment One. Stick around until the end for some enthusiastic college basketball banter in the Costanza Corner segment.

]]> 3404 no 25: Digital Marketing: Yes It takes Time But You CAN Do It! https://touchstoneinvestments.com/thewholetruth At the 11:50 minute mark James Pollard, founder of The Advisor Coach, shares how to make the most of digital tools available to financial professionals. He hosts the Financial Advisor Marketing Podcast, he writes a daily email newsletter, and he explains why even LinkedIn can be a powerful resource for growing your business. Tue, 08 Jun 2021 07:06:00 -0000 Digital Marketing: Yes It takes Time But You CAN Do It! full Touchstone Investments James Pollard, founder of The Advisor Coach, shares how to make the most of digital tools available to financial professionals. He hosts the Financial Advisor Marketing Podcast, he writes a daily email newsletter, and he explains why even LinkedIn can be a powerful resource for growing your business. At the 11:50 minute mark James Pollard, founder of The Advisor Coach, shares how to make the most of digital tools available to financial professionals. He hosts the Financial Advisor Marketing Podcast, he writes a daily email newsletter, and he explains why even LinkedIn can be a powerful resource for growing your business. At the 11:50 minute mark James Pollard, founder of The Advisor Coach, shares how to make the most of digital tools available to financial professionals. He hosts the Financial Advisor Marketing Podcast, he writes a daily email newsletter, and he explains why even LinkedIn can be a powerful resource for growing your business.

]]> 2621 no 24: What's Your Vision? https://touchstoneinvestments.com/thewholetruth Today, listen in for some tips on how to make remote working more effective. At the 14-minute mark hear Mary Mock, who returned to discuss her vision, what she has learned working in practice management and what she is working on now. Tue, 18 May 2021 10:00:00 -0000 What's Your Vision? full Touchstone Investments Today, listen in for some tips on how to make remote working more effective. At the 14-minute mark hear Mary Mock, who returned to discuss her vision, what she has learned working in practice management and what she is working on now. Today, listen in for some tips on how to make remote working more effective. At the 14-minute mark hear Mary Mock, who returned to discuss her vision, what she has learned working in practice management and what she is working on now. Today, listen in for some tips on how to make remote working more effective. At the 14-minute mark hear Mary Mock, who returned to discuss her vision, what she has learned working in practice management and what she is working on now.

]]> 2977 no 23: Stop Asking For Referrals https://touchstoneinvestments.com/thewholetruth On today's episode, Penny Phillips joins the show to discuss hiring, firing, managing different personality types, and multigenerational practices. She also explains why she believes you should only ask for referrals from a quarter of your clients. Tue, 27 Apr 2021 10:00:00 -0000 Stop Asking For Referrals full Touchstone Investments On today's episode, Penny Phillips joins the show to discuss hiring, firing, managing different personality types, and multigenerational practices. She also explains why she believes you should only ask for referrals from a quarter of your clients. On today's episode, Penny Phillips joins the show to discuss hiring, firing, managing different personality types, and multigenerational practices. She also explains why she believes you should only ask for referrals from a quarter of your clients. On today's episode, Penny Phillips joins the show to discuss hiring, firing, managing different personality types, and multigenerational practices. She also explains why she believes you should only ask for referrals from a quarter of your clients.

]]> 3221 no 22: Critical Info You Didn’t Know You Needed About Claiming Social Security with Brian Doherty https://touchstoneinvestments.com/thewholetruth For many financial professionals, the subject of Social Security can be complex and intimidating. The process can be complicated, and some people even worry the program may shut down before they become eligible. Luckily, our guest Brian Doherty has written a book on the subject, and he is happy to share his boundless enthusiasm and extensive knowledge, adding much-welcomed clarity on the topic. Tue, 06 Apr 2021 10:00:00 -0000 Critical Info You Didn’t Know You Needed About Claiming Social Security with Brian Doherty full Touchstone Investments For many financial professionals, the subject of Social Security can be complex and intimidating. The process can be complicated, and some people even worry the program may shut down before they become eligible. For many financial professionals, the subject of Social Security can be complex and intimidating. The process can be complicated, and some people even worry the program may shut down before they become eligible. Luckily, our guest Brian Doherty has written a book on the subject, and he is happy to share his boundless enthusiasm and extensive knowledge, adding much-welcomed clarity on the topic. For many financial professionals, the subject of Social Security can be complex and intimidating. The process can be complicated, and some people even worry the program may shut down before they become eligible. Luckily, our guest Brian Doherty has written a book on the subject, and he is happy to share his boundless enthusiasm and extensive knowledge, adding much-welcomed clarity on the topic.

]]> 2851 no 21: Behavioral Finance with Ben Alge https://touchstoneinvestments.com/thewholetruth How has the pandemic changed your business? We share results of a survey to see how financial professionals have coped and thrived through a difficult time. Then, Ben Alge returns to discuss behavioral finance. Tue, 16 Mar 2021 08:00:00 -0000 Behavioral Finance with Ben Alge full Touchstone Investments How has the pandemic changed your business? We share results of a survey to see how financial professionals have coped and thrived through a difficult time. Then, Ben Alge returns to discuss behavioral finance. How has the pandemic changed your business? We share results of a survey to see how financial professionals have coped and thrived through a difficult time. Then, Ben Alge returns to discuss behavioral finance. How has the pandemic changed your business? We share results of a survey to see how financial professionals have coped and thrived through a difficult time. Then, Ben Alge returns to discuss behavioral finance.

]]> 3122 no 20: 11 Intriguing Business Development Ideas for Financial Professionals to Start 2021 Off Right https://touchstoneinvestments.com/thewholetruth Tune in for our ever popular "Thumbs Up or Thumbs Down" approach, as we put Bill Diehl to the test pitching the hosts business development ideas and they turn up the heat with some of their own. Tue, 16 Feb 2021 09:00:00 -0000 11 Intriguing Business Development Ideas for Financial Professionals to Start 2021 Off Right full Touchstone Investments Tune in for our ever popular "Thumbs Up or Thumbs Down" approach, as we put Bill Diehl to the test pitching the hosts business development ideas and they turn up the heat with some of their own. Tune in for our ever popular "Thumbs Up or Thumbs Down" approach, as we put Bill Diehl to the test pitching the hosts business development ideas and they turn up the heat with some of their own.

]]> 2588 no 19 2020: A Look Back https://touchstoneinvestments.com/thewholetruth In this special episode, we revisit some of the highlights from past guests of the show and whether you're a new or longtime listener, the wisdom from these guests is worth paying attention to and important to growing your practice in the future. Tue, 26 Jan 2021 23:50:27 -0000 2020: A Look Back full Touchstone Investments In this special episode, we revisit some of the highlights from past guests of the show and whether you're a new or longtime listener, the wisdom from these guests is worth paying attention to and important to growing your practice in the future. In this special episode, we revisit some of the highlights from past guests of the show and whether you're a new or longtime listener, the wisdom from these guests is worth paying attention to and important to growing your practice in the future. In this special episode, we revisit some of the highlights from past guests of the show and whether you're a new or longtime listener, the wisdom from these guests is worth paying attention to and important to growing your practice in the future.

]]> 4286 no 18 Technology: Taking Back Control https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast Steve and Kurt discuss how to use technology to your advantage without letting it take control of your life. They talk about some best practices from the Center for Humane Technology and what they learned from watching the documentary The Social Dilemma.  Thu, 17 Dec 2020 18:51:41 -0000 Technology: Taking Back Control full Touchstone Investments Steve and Kurt discuss how to use technology to your advantage without letting it take control of your life. They talk about some best practices from the Center for Humane Technology and what they learned from watching the documentary The Social Dilemma.  Steve and Kurt discuss how to use technology to your advantage without letting it take control of your life. They talk about some best practices from the Center for Humane Technology and what they learned from watching the documentary The Social Dilemma. 

]]> 1865 no 16 How Many Great Ideas Can We Fit Into One Episode? https://touchstoneinvestments.com/thewholetruth Today Steve and Kurt bring on Regional Sales Specialists Chris Fangmann and Jason Zawalich, to hear them pitch their best ideas for how to attract and hold on to clients. Tue, 01 Dec 2020 07:00:00 -0000 How Many Great Ideas Can We Fit Into One Episode? full Touchstone Investments Today Steve and Kurt bring on Regional Sales Specialists Chris Fangmann and Jason Zawalich, to hear them pitch their best ideas for how to attract and hold on to clients. Today Steve and Kurt bring on Regional Sales Specialists Chris Fangmann and Jason Zawalich, to hear them pitch their best ideas for how to attract and hold on to clients. Today Steve and Kurt bring on Regional Sales Specialists Chris Fangmann and Jason Zawalich, to hear them pitch their best ideas for how to attract and hold on to clients.

]]> 2759 no 15 It is Time for COMMUNITY COLLAB Where We Open Up the Mailbag https://touchstoneinvestments.com/thewholetruth On this episode, Steve and Kurt answer questions from The Whole Truth Community on a wide range of subjects, including when it's time to find someone to hire, what to do when time blocking isn’t working, and much more. Tue, 10 Nov 2020 21:28:41 -0000 It is Time for COMMUNITY COLLAB Where We Open Up the Mailbag full Touchstone Investments On this episode, Steve and Kurt answer questions from The Whole Truth Community on a wide range of subjects, including when it's time to find someone to hire, what to do when time blocking isn’t working, and much more. On this episode, Steve and Kurt answer questions from The Whole Truth Community on a wide range of subjects, including when it's time to find someone to hire, what to do when time blocking isn’t working, and much more. On this episode, Steve and Kurt answer questions from The Whole Truth Community on a wide range of subjects, including when it's time to find someone to hire, what to do when time blocking isn’t working, and much more.

]]> 2157 no 14 An Introspective with Daxs Stadjuhar https://touchstoneinvestments.com/thewholetruth Today we start things off on a fun note, sharing some of the music we listened to as kids. Then our guest Daxs Stadjuhar joins us from the LPL world to talk about his organization The Network. Tue, 27 Oct 2020 06:00:00 -0000 An Introspective with Daxs Stadjuhar full Touchstone Investments Today we start things off on a fun note, sharing some of the music we listened to as kids. Today we start things off on a fun note, sharing some of the music we listened to as kids. Then our guest Daxs Stadjuhar joins us from the LPL world to talk about his organization The Network. Today we start things off on a fun note, sharing some of the music we listened to as kids. Then our guest Daxs Stadjuhar joins us from the LPL world to talk about his organization The Network.

]]> 3189 no 13 The Challenger Sale with Ben Alge https://touchstoneinvestments.com/thewholetruth Today we'll discuss with our colleague Ben Alge why The Challenger Sale is considered one of the most consequential academic studies on sales that has come out in a long time. Then Ben sticks around as we dive into questions from the mailbag. Tue, 13 Oct 2020 09:00:00 -0000 The Challenger Sale with Ben Alge full Touchstone Investments Today we'll discuss with our colleague Ben Alge why The Challenger Sale is considered one of the most consequential academic studies on sales that has come out in a long time. Today we'll discuss with our colleague Ben Alge why The Challenger Sale is considered one of the most consequential academic studies on sales that has come out in a long time. Then Ben sticks around as we dive into questions from the mailbag. Today we'll discuss with our colleague Ben Alge why The Challenger Sale is considered one of the most consequential academic studies on sales that has come out in a long time. Then Ben sticks around as we dive into questions from the mailbag.

]]> 3467 no 12 Growing Your Business with Maribeth Kuzmeski https://touchstoneinvestments.com/thewholetruth Today our guest is Dr. Maribeth Kuzmeski, the founder and president of Red Zone Marketing. She tells how she helped one client grow their practice from 10 million to 200 million in under five years using low cost niche marketing strategies. We also discuss Red Zone Marketing, the "don'ts" of marketing, why specificity is better than generalities, and why and how second opinion marketing is actually working right now. Tue, 29 Sep 2020 09:00:00 -0000 Growing Your Business with Maribeth Kuzmeski full Touchstone Investments Today our guest is Dr. Maribeth Kuzmeski, the founder and president of Red Zone Marketing. She tells how she helped one client grow their practice from 10 million to 200 million in under five years using low cost niche marketing strategies. Today our guest is Dr. Maribeth Kuzmeski, the founder and president of Red Zone Marketing. She tells how she helped one client grow their practice from 10 million to 200 million in under five years using low cost niche marketing strategies. We also discuss Red Zone Marketing, the "don'ts" of marketing, why specificity is better than generalities, and why and how second opinion marketing is actually working right now. Today our guest is Dr. Maribeth Kuzmeski, the founder and president of Red Zone Marketing. She tells how she helped one client grow their practice from 10 million to 200 million in under five years using low cost niche marketing strategies. We also discuss Red Zone Marketing, the "don'ts" of marketing, why specificity is better than generalities, and why and how second opinion marketing is actually working right now.

]]> 3466 no 11 Wealth Management from Venture Capitalist, Paul Seid https://touchstoneinvestments.com/thewholetruth Our guest Paul Seid, a successful entrepreneur and venture capitalist shares valuable lessons learned from decades of running multiple businesses in various countries. Also included in this episode: What's your niche? We explore on an article on the subject featured and give you our take and we finish with a much needed Costanza Corner. Tue, 15 Sep 2020 09:00:00 -0000 Wealth Management from Venture Capitalist, Paul Seid full Touchstone Investments Our guest Paul Seid, a successful entrepreneur and venture capitalist shares valuable lessons learned from decades of running multiple businesses in various countries. Our guest Paul Seid, a successful entrepreneur and venture capitalist shares valuable lessons learned from decades of running multiple businesses in various countries. Also included in this episode: What's your niche? We explore on an article on the subject featured and give you our take and we finish with a much needed Costanza Corner. Our guest Paul Seid, a successful entrepreneur and venture capitalist shares valuable lessons learned from decades of running multiple businesses in various countries. Also included in this episode: What's your niche? We explore on an article on the subject featured and give you our take and we finish with a much needed Costanza Corner.

]]> 3269 no 10 How to Execute on a Great New Idea https://touchstoneinvestments.com/thewholetruth What can you do with that notepad full of great ideas that has been sitting in a drawer ever since you got home from your last conference? On today's episode, Steve and Kurt give specific guidance for how to execute on the ideas that have been collecting dust, so your business can move forward. Then it's time for questions from the mailbag. Tue, 01 Sep 2020 09:00:00 -0000 How to Execute on a Great New Idea full Touchstone Investments What can you do with that notepad full of great ideas that has been sitting in a drawer ever since you got home from your last conference? What can you do with that notepad full of great ideas that has been sitting in a drawer ever since you got home from your last conference? On today's episode, Steve and Kurt give specific guidance for how to execute on the ideas that have been collecting dust, so your business can move forward. Then it's time for questions from the mailbag. What can you do with that notepad full of great ideas that has been sitting in a drawer ever since you got home from your last conference? On today's episode, Steve and Kurt give specific guidance for how to execute on the ideas that have been collecting dust, so your business can move forward. Then it's time for questions from the mailbag.

]]> 2164 no 09 Behavioral Finance Psychologist Dr. Daniel Crosby https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast On this episode, we dive into the fascinating world of behavioral finance and how you can apply its lessons to your business. Our guest is Dr. Daniel Crosby. He's a PhD in clinical psychology and a behavioral finance expert with Brinker Capital. Kurt and Steve ask him about his numerous books and TED talks and how behavioral finance is shaping how we think about investing and client relationships. Tue, 18 Aug 2020 08:00:00 -0000 Behavioral Finance Psychologist Dr. Daniel Crosby full Touchstone Investments On this episode, we dive into the fascinating world of behavioral finance and how you can apply its lessons to your business. Our guest is Dr. Daniel Crosby. He's a PhD in clinical psychology and a behavioral finance expert with Brinker Capital. Kurt and Steve ask him about his numerous books and TED talks and how behavioral finance is shaping how we think about investing and client relationships. On this episode, we dive into the fascinating world of behavioral finance and how you can apply its lessons to your business. Our guest is Dr. Daniel Crosby. He's a PhD in clinical psychology and a behavioral finance expert with Brinker Capital. Kurt and Steve ask him about his numerous books and TED talks and how behavioral finance is shaping how we think about investing and client relationships.

]]> 3291 no 08 What is Supernova with Mary Mock https://touchstoneinvestments.com/thewholetruth Our guest is Mary Mock, Divisional Vice President at Touchstone Investments. Prior to this she was one of the most successful wholesalers at Touchstone Investments. Mary discusses the concept of Supernova, how it came about, the foundations of the concept, and how financial advisors can apply it to grow their practice. Tue, 04 Aug 2020 14:24:00 -0000 What is Supernova with Mary Mock full Touchstone Investments Our guest is Mary Mock, Divisional Vice President at Touchstone Investments. Our guest is Mary Mock, Divisional Vice President at Touchstone Investments. Prior to this she was one of the most successful wholesalers at Touchstone Investments. Mary discusses the concept of Supernova, how it came about, the foundations of the concept, and how financial advisors can apply it to grow their practice. Our guest is Mary Mock, Divisional Vice President at Touchstone Investments. Prior to this she was one of the most successful wholesalers at Touchstone Investments. Mary discusses the concept of Supernova, how it came about, the foundations of the concept, and how financial advisors can apply it to grow their practice.


]]> 2034 no 07 Digital Marketing for Financial Professionals with Mark Fujiwara http://touchstoneinvestments.com/thewholetruth Mark Fujiwara joins us on this episode to discuss ways that financial professionals can market their practices in the current digital landscape. Steve and Kurt ask him about podcasting, LinkedIn, and other strategies that can differentiate businesses in a crowded marketplace. They also reach into the mailbag and respond to questions submitted by listeners. Tue, 21 Jul 2020 14:09:00 -0000 Digital Marketing for Financial Professionals with Mark Fujiwara full Touchstone Investments Mark Fujiwara joins us on this episode to discuss ways that financial professionals can market their practices in the current digital landscape. Mark Fujiwara joins us on this episode to discuss ways that financial professionals can market their practices in the current digital landscape. Steve and Kurt ask him about podcasting, LinkedIn, and other strategies that can differentiate businesses in a crowded marketplace. They also reach into the mailbag and respond to questions submitted by listeners. Mark Fujiwara joins us on this episode to discuss ways that financial professionals can market their practices in the current digital landscape. Steve and Kurt ask him about podcasting, LinkedIn, and other strategies that can differentiate businesses in a crowded marketplace. They also reach into the mailbag and respond to questions submitted by listeners.

]]> 3478 no 06 Practice Analysis Review: Synthesizing the Data https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast In this episode, Steve and Kurt dive into the world of PAR, or Practice Analysis Review. This review anchors a lot of what they do around practice management, so today they're going to tell you what it is, where it comes from, what are the crucial pillars of their analysis and what they do with the data. Tue, 07 Jul 2020 08:00:00 -0000 Practice Analysis Review: Synthesizing the Data full Touchstone Investments In this episode, Steve and Kurt dive into the world of PAR, or Practice Analysis Review. In this episode, Steve and Kurt dive into the world of PAR, or Practice Analysis Review. This review anchors a lot of what they do around practice management, so today they're going to tell you what it is, where it comes from, what are the crucial pillars of their analysis and what they do with the data. In this episode, Steve and Kurt dive into the world of PAR, or Practice Analysis Review. This review anchors a lot of what they do around practice management, so today they're going to tell you what it is, where it comes from, what are the crucial pillars of their analysis and what they do with the data.

]]> 1968 no 05 Building Community: A Conversation with Jerod Morris https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast Our guest today is Jerod Morris, an expert in the world of podcasting and digital marketing. Steve and Kurt's goal for this show is to build a community, and Jerod was an inspiration to them when they were first talking about starting a podcast. In addition to the discussion around building The Whole Truth, Jerod details several marketing concepts that financial advisors can put into practice right away. Tue, 23 Jun 2020 07:30:00 -0000 Building Community: A Conversation with Jerod Morris full Touchstone Investments Our guest today is Jerod Morris, an expert in the world of podcasting and digital marketing. Our guest today is Jerod Morris, an expert in the world of podcasting and digital marketing. Steve and Kurt's goal for this show is to build a community, and Jerod was an inspiration to them when they were first talking about starting a podcast. In addition to the discussion around building The Whole Truth, Jerod details several marketing concepts that financial advisors can put into practice right away. Our guest today is Jerod Morris, an expert in the world of podcasting and digital marketing. Steve and Kurt's goal for this show is to build a community, and Jerod was an inspiration to them when they were first talking about starting a podcast.

In addition to the discussion around building The Whole Truth, Jerod details several marketing concepts that financial advisors can put into practice right away.

]]> 2149 no 04 Foundations of Service #3 – Now What? How Do I Execute? https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast After you’ve segmented your clients and built a service matrix, how do you take action? Steve and Kurt map out the processes needed to execute on your plan, and discuss client contact ideas for real-world application. Tue, 09 Jun 2020 07:30:00 -0000 Foundations of Service #3 – Now What? How Do I Execute? full Touchstone Investments Steve and Kurt map out the processes needed to execute on your plan. After you’ve segmented your clients and built a service matrix, how do you take action? Steve and Kurt map out the processes needed to execute on your plan, and discuss client contact ideas for real-world application. After you’ve segmented your clients and built a service matrix, how do you take action? Steve and Kurt map out the processes needed to execute on your plan, and discuss client contact ideas for real-world application.

]]> 2138 no 03 Foundations of Service #2 - What is a Service Matrix? https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of client touches, including formal review, digital communication, client events, and more. Thu, 04 Jun 2020 07:30:00 -0000 Foundations of Service #2 - What is a Service Matrix? full Touchstone Investments Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of client touches, including formal review, digital communication, client events, and more. Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of client touches, including formal review, digital communication, client events, and more.

]]> 2039 no 02 Foundations of Service #1: Effective Ways to Segment Clients https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast What is client segmentation, and how can it work for your practice? Steve and Kurt dive into specifics and discuss several ways to segment clients. Tue, 02 Jun 2020 07:48:00 -0000 Foundations of Service #1: Effective Ways to Segment Clients full Touchstone Investments What is client segmentation, and how can it work for your practice? What is client segmentation, and how can it work for your practice? Steve and Kurt dive into specifics and discuss several ways to segment clients. What is client segmentation, and how can it work for your practice? Steve and Kurt dive into specifics and discuss several ways to segment clients.

]]> 1230 no 01 Introduction to The Whole Truth: Why This Podcast? https://www.westernsouthern.com/touchstone/about/practice-management/the-whole-truth-podcast Steve and Kurt give an overview of the podcast and an introduction to themselves. They discuss the upcoming series on client service and why it matters now. Tue, 02 Jun 2020 07:30:00 -0000 Introduction to The Whole Truth: Why This Podcast? full Touchstone Investments Steve and Kurt give an overview of the podcast and an introduction to themselves. Steve and Kurt give an overview of the podcast and an introduction to themselves. They discuss the upcoming series on client service and why it matters now. Steve and Kurt give an overview of the podcast and an introduction to themselves. They discuss the upcoming series on client service and why it matters now.

]]> 1126 no The Whole Truth - Trailer https://www.westernsouthern.com/touchstone The Whole Truth is launching next week. Wed, 27 May 2020 21:06:00 -0000 The Whole Truth - Trailer trailer Touchstone Investments The Whole Truth is launching next week. The Whole Truth is launching next week.

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