The Whole Truth: For Financial Advisors

The Whole Truth: For Financial Advisors

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.

Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(69)

12 Growing Your Business with Maribeth Kuzmeski

12 Growing Your Business with Maribeth Kuzmeski

Today our guest is Dr. Maribeth Kuzmeski, the founder and president of Red Zone Marketing. She tells how she helped one client grow their practice from 10 million to 200 million in under five years us...

29 Syys 202057min

11 Wealth Management from Venture Capitalist, Paul Seid

11 Wealth Management from Venture Capitalist, Paul Seid

Our guest Paul Seid, a successful entrepreneur and venture capitalist shares valuable lessons learned from decades of running multiple businesses in various countries. Also included in this episode: W...

15 Syys 202054min

10 How to Execute on a Great New Idea

10 How to Execute on a Great New Idea

What can you do with that notepad full of great ideas that has been sitting in a drawer ever since you got home from your last conference? On today's episode, Steve and Kurt give specific guidance for...

1 Syys 202036min

09 Behavioral Finance Psychologist Dr. Daniel Crosby

09 Behavioral Finance Psychologist Dr. Daniel Crosby

On this episode, we dive into the fascinating world of behavioral finance and how you can apply its lessons to your business. Our guest is Dr. Daniel Crosby. He's a PhD in clinical psychology and a be...

18 Elo 202054min

08 What is Supernova with Mary Mock

08 What is Supernova with Mary Mock

Our guest is Mary Mock, Divisional Vice President at Touchstone Investments. Prior to this she was one of the most successful wholesalers at Touchstone Investments. Mary discusses the concept of Super...

4 Elo 202033min

07 Digital Marketing for Financial Professionals with Mark Fujiwara

07 Digital Marketing for Financial Professionals with Mark Fujiwara

Mark Fujiwara joins us on this episode to discuss ways that financial professionals can market their practices in the current digital landscape. Steve and Kurt ask him about podcasting, LinkedIn, and ...

21 Heinä 202057min

06 Practice Analysis Review: Synthesizing the Data

06 Practice Analysis Review: Synthesizing the Data

In this episode, Steve and Kurt dive into the world of PAR, or Practice Analysis Review. This review anchors a lot of what they do around practice management, so today they're going to tell you what i...

7 Heinä 202032min

05 Building Community: A Conversation with Jerod Morris

05 Building Community: A Conversation with Jerod Morris

Our guest today is Jerod Morris, an expert in the world of podcasting and digital marketing. Steve and Kurt's goal for this show is to build a community, and Jerod was an inspiration to them when they...

23 Kesä 202035min

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