The Whole Truth: For Financial Advisors

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.

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.

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!

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.

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?

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.

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.

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.

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.

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.

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.

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.

Ben Alge returns to discuss a number of topics, including how Navy Seals innovate in business development and how client reviews can work better.

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.

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.

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 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.”

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?"

In this episode, we share highlights from our guests and reflect on the major learnings of 2022.

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.

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, whic...

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.

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 Ri...

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.

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.