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Casual Cocktail Conversations and Client Coffee Quarterly
Casual Cocktail Conversations and Client Coffee Quarterly at The Truesdell Companies
Wednesday, December 31, 2025 – Episode 526
Somewhere along the way, the financial services industry decided that the best way to talk to people about their money was to put them in a conference room with stale coffee, a PowerPoint presentation, and a sales pitch dressed up as education. You sit there for an hour, maybe two, nodding along while someone reads bullet points off a screen and wonders why you are not more excited about their proprietary mutual fund.
Well, that is not how we do things at Truesdell…
The skinny
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