Top Flashbacks from 2023
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.
20 Helmi 20241h 2min
High Difficulty, High Reward with Michael Futterman
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 fi...
9 Tammi 202442min
Live at Barron’s Advisor 100 Summit!
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!
5 Joulu 202333min
“Advisor Catnip” & What If You Could Get Referrals Without Even Asking?
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 ...
14 Marras 202358min
This or That? Decisions….Decisions…
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: ...
24 Loka 202349min
How is Artificial Intelligence Changing Investment 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.
3 Loka 202340min
Growth, Scale & Guerrilla Marketing on the Road to Leadership
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...
22 Elo 202339min
