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)

21: Behavioral Finance with Ben Alge

21: Behavioral Finance with Ben Alge

How has the pandemic changed your business? We share results of a survey to see how financial professionals have coped and thrived through a difficult time. Then, Ben Alge returns to discuss behaviora...

16 Mars 202152min

20: 11 Intriguing Business Development Ideas for Financial Professionals to Start 2021 Off Right

20: 11 Intriguing Business Development Ideas for Financial Professionals to Start 2021 Off Right

Tune in for our ever popular "Thumbs Up or Thumbs Down" approach, as we put Bill Diehl to the test pitching the hosts business development ideas and they turn up the heat with some of their own.

16 Feb 202143min

19 2020: A Look Back

19 2020: A Look Back

In this special episode, we revisit some of the highlights from past guests of the show and whether you're a new or longtime listener, the wisdom from these guests is worth paying attention to and imp...

26 Jan 20211h 11min

18 Technology: Taking Back Control

18 Technology: Taking Back Control

Steve and Kurt discuss how to use technology to your advantage without letting it take control of your life. They talk about some best practices from the Center for Humane Technology and what they lea...

17 Dec 202031min

16 How Many Great Ideas Can We Fit Into One Episode?

16 How Many Great Ideas Can We Fit Into One Episode?

Today Steve and Kurt bring on Regional Sales Specialists Chris Fangmann and Jason Zawalich, to hear them pitch their best ideas for how to attract and hold on to clients.

1 Dec 202045min

15 It is Time for COMMUNITY COLLAB Where We Open Up the Mailbag

15 It is Time for COMMUNITY COLLAB Where We Open Up the Mailbag

On this episode, Steve and Kurt answer questions from The Whole Truth Community on a wide range of subjects, including when it's time to find someone to hire, what to do when time blocking isn’t worki...

10 Nov 202035min

14 An Introspective with Daxs Stadjuhar

14 An Introspective with Daxs Stadjuhar

Today we start things off on a fun note, sharing some of the music we listened to as kids. Then our guest Daxs Stadjuhar joins us from the LPL world to talk about his organization The Network.

27 Okt 202053min

13 The Challenger Sale with Ben Alge

13 The Challenger Sale with Ben Alge

Today we'll discuss with our colleague Ben Alge why The Challenger Sale is considered one of the most consequential academic studies on sales that has come out in a long time. Then Ben sticks around a...

13 Okt 202057min

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