The Whole Truth Podcast for Financial Professionals

At the 11:50 minute mark James Pollard, founder of The Advisor Coach, shares how to make the most of digital tools available to financial professionals. He hosts the Financial Advisor Marketing Podcast, he writes a daily email newsletter, and he explains why even LinkedIn can be a powerful resource for growing your business.

Today, listen in for some tips on how to make remote working more effective. At the 14-minute mark hear Mary Mock, who returned to discuss her vision, what she has learned working in practice management and what she is working on now.

On today's episode, Penny Phillips joins the show to discuss hiring, firing, managing different personality types, and multigenerational practices. She also explains why she believes you should only ask for referrals from a quarter of your clients.

For many financial professionals, the subject of Social Security can be complex and intimidating. The process can be complicated, and some people even worry the program may shut down before they become eligible. Luckily, our guest Brian Doherty has written a book on the subject, and he is happy to share his boundless enthusiasm and extensive knowledge, adding much-welcomed clarity on the topic.

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 behavioral finance.

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.

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 important to growing your practice in the future.

Steve and Kurt discuss how to use technology to your advantage without letting it take control of your life. They share some best practices from the Center for Humane Technology and discuss their thoughts on The Social Dilemma documentary.

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.

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 working, and much more.

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.

Today we'll discuss with our colleague Ben Alge why The Challenger Sale, authored by Matthew Dixon and Brent Adamson of CEB, is considered one of the most consequential academic studies on sales that has come out in a long time. Then Ben sticks around as we dive into questions from the mailbag.

Our guest, Dr. Maribeth Kuzmeski, founder and president of Red Zone Marketing reveals how she helped one client grow their practice from 10 million to 200 million in under five years using low cost niche marketing strategies. We also discuss Red Zone Marketing, some "don'ts" of marketing, and her thoughts on using second opinion marketing right now.

Our guest Paul Seid, a successful entrepreneur and venture capitalist shares valuable lessons learned from decades of running multiple businesses in various countries. Also included in this episode: What's your niche? We explore on an article on the subject featured and give you our take and we finish with a much needed Costanza Corner.

What can you do with that notepad full of great ideas that has been sitting in a drawer ever since you got home from your last conference? On today's episode, Steve and Kurt give specific guidance for how to execute on the ideas that have been collecting dust, so your business can move forward. Then it's time for questions from the mailbag.

On this episode, we dive into the fascinating world of behavioral finance and how you can apply its lessons to your business. Our guest is Dr. Daniel Crosby. He's a PhD in clinical psychology and a behavioral finance expert with Brinker Capital. Kurt and Steve ask him about his numerous books and TED talks and how behavioral finance is shaping how we think about investing and client relationships.

Our guest is Mary Mock, Divisional Vice President at Touchstone Investments. Prior to this she was one of the most successful wholesalers at Touchstone Investments. Mary discusses the concept of Supernova, how it came about, the foundations of the concept, and the variety of ways a financial professionals can apply it to grow their practice.

Mark Fujiwara joins us on this episode to discuss ways that financial professionals can market their practices in the current digital landscape. Steve and Kurt ask him about podcasting, LinkedIn, and other strategies that can differentiate a practice in a crowded marketplace. They also reach into the mailbag and respond to questions submitted by listeners.

Steve and Kurt dive into the world of PAR, or Practice Analysis Review. This review anchors a lot of what they do around practice management, so today they're going to tell you what it is, where it comes from, what are the crucial pillars of their analysis and what they do with the data.

Our guest today is Jerod Morris, an expert in the world of podcasting and digital marketing. Steve and Kurt's goal for this show is to build a community, and Jerod was an inspiration to them when they were first talking about starting a podcast. In addition to the discussion around building The Whole Truth, Jerod Morris, an expert in the world of podcasting and digital marketing, details several marketing concepts that financial professionals can put into practice right away.

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-world application.

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 client touches, including formal review, digital communication, client events and more.

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.

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.