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.

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Episoder(69)

04 Foundations of Service #3 – Now What? How Do I Execute?

After you’ve segmented your clients and built a service matrix, how do you take action? Steve and Kurt map out the processes needed to execute on your plan, and discuss client contact ideas for real-w...

9 Jun 202035min

03 Foundations of Service #2 - What is a Service Matrix?

Building on client segmentation from the last episode, Kurt and Steve introduce the idea of a service matrix - how you can service segments of clients differently. They talk about different types of c...

4 Jun 202033min

02 Foundations of Service #1: Effective Ways to Segment Clients

What is client segmentation, and how can it work for your practice? Steve and Kurt dive into specifics and discuss several ways to segment clients.

2 Jun 202020min

01 Introduction to The Whole Truth: Why This Podcast?

Steve and Kurt give an overview of the podcast and an introduction to themselves. They discuss the upcoming series on client service and why it matters now.

2 Jun 202018min