<p>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 to discuss her remarkably unique perspective on the referral process, from generating leads to nurturing and ultimately converting them.</p>

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 to discuss her remarkably unique perspective on the referral process, from generating leads to nurturing and ultimately converting them.

<p>Hear how Touchstone veterans Matt Campbell and Kurt Dupuis use "advisor catnip," aka creative Q&amp;A to keep in mind when working with financial professionals. Referral guru, Stacey Brown Randall, joins to discuss her remarkably unique perspective on the referral process, from generating leads to nurturing and ultimately converting them.</p>

“Advisor Catnip” & What If You Could Get Referrals Without Even Asking?

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.

Share “Advisor Catnip” & What If You Could Get Referrals Without Even Asking?

Sign up to save your podcasts

“Advisor Catnip” & What If You Could Get Referrals Without Even Asking?

“Advisor Catnip” & What If You Could Get Referrals Without Even Asking?