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The Whole Truth: For Financial Advisors
43 minutes | Sep 13, 2022
47: Tools of a Financial Coach
Financial Services industry veteran Richard Weylman has been a coach at all the major wire houses, and has partnered with Touchstone in the past, so we used this opportunity to re-connect. He talks about the tools he uses, including psychological needs of the affluent and 90-day elevation plans. You hear a lot of people talk about practice management ideas, but it is all in the execution -- and Richard can deliver on that.
50 minutes | Aug 23, 2022
46: House Call with Dr. Rick Jensen
Dr. Rick Jensen joins the podcast – he is a sports psychologist and author whose clients include more than 50 touring golf pros in the PGA, LPGA and Champions tours. Listen in as he shares how best practices from sports psychology can be applied as rules, suggestions, and strategies for financial professionals.
51 minutes | Aug 2, 2022
45: Things Wholesalers Wish Financial Professionals Knew
In this special crossover podcast with Dan Sullivan of Internal Use Only, we reflect on the job of wholesaling. What are some good questions that you should be asking wholesalers with whom you work? We also discuss podcasting and what we are trying to accomplish with our two shows.
45 minutes | Jul 12, 2022
44: Straight from the mouths of Navy SEALS - An Effective Team Requires Trust
On today's episode, Special Ops and Navy SEALS: John Choate, CD and Ant join the show. They draw upon experiences from their history and their SA-720™ Consulting business to discuss how to foster effective teamwork by managing attitude and ego and creating trust through vulnerability. They also delve into SABRE, which borrows from clandestine frameworks taken from their military service and how to apply them to business and practical purposes.
40 minutes | Jun 21, 2022
43: From the United Nations to Wealth Management
Our guest Daniel Catone is CEO of Golden State Wealth Management. He's fascinating on a number of levels -- he's been nominated for Top 40 Under 40, he runs a variety of different businesses, he collects artifacts, he's a pilot, he's got a master's degree in theology. And before he worked in finance, he was a part of the United Nations High Commission on Refugees. We get into his unique story and pick up valuable financial insights along the way.
52 minutes | May 31, 2022
42: The Whole Truth on How to Assess and Assemble a Winning Team
When hiring a team, it's always best to consider individuals that approach problems in different ways. Kolbe can be a powerful tool used by Managers to assess and understand how members of your team work - it can make things easier, better, and more natural for all involved and can improve employee retention. Jennifer Scaglione, Senior Vice President of Strategic Initiatives at The Financial Services Network, joins to share her extensive Kolbe work with the financial professional teams that roll up under The Network.
52 minutes | May 10, 2022
41: Bold Moves for Building Superior Service: Supernova Teams with Curtis Brown
Industry veteran, Curtis Brown joins to discuss the concept of (and book) "Supernova Teams." You will hear how the financial services industry has changed over his decades in it, why client experience is critically important, and how to effectively team.
56 minutes | Apr 19, 2022
40: One of the Hardest Things to Learn is How to Unlearn
In this episode, we are joined by Liz Stiles, who discusses three big topics: people, process, and tech. We get into how she conducts a gap analysis with financial professionals and she explains actionable steps to assist with closing those gaps. Because we all often work with folks that have been doing things a certain way for a long time, her quote: "One of the hardest things to learn is how to unlearn," is especially potent.
34 minutes | Mar 29, 2022
39: An Entrepreneurial Take on the Do’s and Don’ts of Financial Podcasting
Lee Michael Murphy is doing innovative things in the financial professional space. He started his own podcast and with more than 100 episodes in, of course, as fellow financial services podcasters, we wanted to talk with him about how that's going, to discuss creativity in business and to hear his story of why he got into the financial business.
25 minutes | Mar 8, 2022
38: What is Your Morning Routine?
In this episode we start with a “Just Stop It” segment, then move on to a discussion about how to improve your morning routine.
25 minutes | Feb 15, 2022
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.
36 minutes | Jan 25, 2022
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 asking "Why?"
42 minutes | Jan 4, 2022
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.
27 minutes | Dec 14, 2021
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 The Whole Truth Community, the guests of Season 2021 served up amazing ideas, tips, philosophies and more – free of charge – that could help with anything from making your day easier to potentially propelling your practice to the next level! And we’ve added a new segment we call “What We're Obsessed About This Week”…we hope you enjoy!
51 minutes | Nov 30, 2021
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 concept so well that even an analytical-minded skeptic can understand and appreciate it. She also describes selling from a point of "scarcity" versus "abundance."
23 minutes | Nov 2, 2021
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't get implemented. But there is a better way. In this episode, after a brief reflection on client service, the hosts discuss how to turn a plan into a livable document that actually drives activity, drives behavior, and ultimately drives outcomes.
40 minutes | Oct 12, 2021
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 LeadAbroad joins this episode, whose company our hosts believe has a fantastically successful culture, which has led to very high retention. Creating a culture for a company is one of the most important -- and often elusive -- aspects of leadership, so here we dig in with tangible steps you can take.
39 minutes | Sep 21, 2021
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 with several NBA basketball teams, is a Jeopardy winner, a published author and an expert at Microsoft Excel. This wide-ranging conversation covers everything from decision making to how you can up your Excel game.
49 minutes | Aug 31, 2021
29: Closing the Referral Gap
Listen in for two fresh conversations about referrals, client engagement and inspiring success stories. At the 3:00 minute mark Julie Littlechild, CEO of Absolute Engagement shares insights derived from years of research and at minute marker 29:30, financial professional James Schleicher offers how his “Quest for Rejection” led to success.
37 minutes | Aug 10, 2021
28: Touchstone Talks Top 5 Takeaways For Working With Financial Pros
This episode, opens with some tips on how to make the most of LinkedIn. Then at the 15:45 minute mark we speak with Tom Singler, a member of Touchstone’s investment specialist group, who shares with us his sage (and somewhat surprising) top five lessons he's learned from working with hundreds of advisors.
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