An Intriguing Look Inside Boutique Management
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 he...
14 Helmi 202336min
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 litt...
24 Tammi 202327min
Best of 2022
In this episode, we share highlights from our guests and reflect on the major learnings of 2022.
3 Tammi 202355min
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.
6 Joulu 202235min
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 s...
15 Marras 202243min
48: 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 ...
4 Loka 202223min
47: 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 ab...
13 Syys 202242min
46: House Call with Dr. Rick Jensen
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 pr...
23 Elo 202249min
