The Whole Truth: For Financial Advisors

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...

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...

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 Servi...

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.

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...

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.

In this episode we start with a “Just Stop It” segment, then move on to a discussion about how to improve your morning routine.

How emotionally intelligent are you? In this episode, we discuss the concept of EI and how it pertains to leadership.

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?"

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.

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 pro...

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."

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,...

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 importa...

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 yo...

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.

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.

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. E...

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.

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.

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.

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.

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.

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.

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.