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 Feb 20241h 2min
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 Dec 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 Nov 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 Okt 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 Okt 202340min
Principles of Persuasion and Financial Services Marketing Today & Beyond
In this packed episode, we are first joined by Jake Willis, Touchstone Regional VP who discusses Robert Cialdini's “Six Principles of Persuasion” – a notable refresher for everyone in sales. Then, dig...
12 Sep 202349min
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 Aug 202339min
