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.

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Avsnitt(69)

37: Emotional Intelligence in Business

37: Emotional Intelligence in Business

How emotionally intelligent are you? In this episode, we discuss the concept of EI and how it pertains to leadership.

15 Feb 202224min

36: How to Work Smarter: Digging Deep to Create a Truly Meaningful Journey for Clients

36: How to Work Smarter: Digging Deep to Create a Truly Meaningful Journey for Clients

Alejandra Slatapolsky joins the podcast to discuss how financial professionals can cultivate a holistic experience for clients, from on-boarding to years-long relationships, as well as the value of as...

25 Jan 202235min

35: The Kolbe Assessment with Brian Doe

35: The Kolbe Assessment with Brian Doe

Brian Doe joins the podcast to discuss how to make the most of the Kolbe assessment tool and shares some enlightening insights it can provide.

4 Jan 202241min

34: A Review of 2021: Secrets for Success and Habits for Happiness

34: A Review of 2021: Secrets for Success and Habits for Happiness

Our hosts reflect on 2021 and share some takeaways they are still thinking about and implementing from this year's jam-packed vault of priceless insights. Whether you are a new or longtime member of T...

14 Dec 202126min

33: People Buy From People

33: People Buy From People

Elyse Archer, a founder of the Brand Builders group, joins the podcast to talk about strategies for personal branding as well as to explain the value of an intentional mindset. She explains the concep...

30 Nov 202150min

32: The Best Laid Plans

32: The Best Laid Plans

Team planning is difficult to do well. Many firms require some kind of plan, so there can be a "checking the box" element to the process, and it's easy to build a plan that sits on the shelf and doesn...

2 Nov 202122min

31: Practical Advice for Fostering Your Team Culture

31: Practical Advice for Fostering Your Team Culture

A Harvard Business Review article cited that two of the major levers a business leader can pull are strategy and culture, this episode explores how to strategize *about* culture. Robbie Reese, CEO of ...

12 Okt 202139min

30: Using Data to Solve Your Most Pressing Questions

30: Using Data to Solve Your Most Pressing Questions

MBA school professor, Dr. Wayne Winston, from Indiana University Kelley School of Business joins to discuss how powerful data can be in solving problems and making decisions. He shares about his work ...

21 Sep 202138min

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