The Whole Truth: For Financial Advisors 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.

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.