Introduction
Latest Episodes
Touchstone Talks: Ep 29 - Why Deals Fall Apart: Avoiding Common Pitfalls from Offer to Closing
In this episode of Touchstone Talks, Deborah Agrafojo and Steve Pappas two of the three partners of Touchstone Advisors discuss the pitfalls that can derail the sale o...
EP 28: Leveraging AI the Right Way - A Fractional CMO on Governance
Stephen Cassell, Chief Marketing & Growth Officer Chief Outsiders LinkedIn: https://www.linkedin.com/in/stephenacassell/?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_v...
Ep 27: Signals Before the Storm - Spotting Trouble Early
Most business problems don't start as crises. They start small and quiet, until an owner is spending nearly all of their time putting out fires instead of running the ...
Ep 26: Financially Prepared, Financially Protected - Exit Planning Done Right
Touchstone Talks Episode 26 features Dave Altman, Principal and Wealth Advisor at Bernstein Private Wealth Management, on the mission behind his work with business own...
EP 25: Dick Albu - From Vision to Action: Mastering Strategy Management
Most business owners have a strategy. Almost none of them execute it, and that gap is why 80% of companies never realize the plans they set out to achieve. In this epi...