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.
Four Team Trends at Barron’s and an Interesting Twist on How to Think About COIs
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?"
Best of 2022
In this episode, we share highlights from our guests and reflect on the major learnings of 2022.
Demystifying Active Management
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.
Concierge Aging with Annalee Kruger
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.
Embrace the Debate: Referrals Revisited
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.
Tools of a Financial Coach
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.
Thanks for sharing your experience and insights and occasional sense of humor. It’s much easier to learn from others’ mistakes and plagiarize their successes as you continue to grow your practice.