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 how financial advisors 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 businesses in a crowded marketplace. They also reach into the mailbag and respond to questions submitted by listeners.

In this episode, 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 details several marketing concepts that financial advisors 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.

The Whole Truth is launching next week.