Human-centric Investing Podcast

Latest Episodes:

How Client Workshops Can Transform Your Longevity Planning Business Dec 01, 2022

Show notes

Financial

professionals can find out exactly what their clients want by offering and facilitating client workshops. Jonathan Ainsley, CEO of InvestInU shares how this very unique learning experience is the key to transforming your longevity-planning advice.

How the Family Unit is Redefining Your Client Relationships Nov 16, 2022

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Family wealth management has the ability to redefine your client relationships. David Specht, Director of the Global Family Business Institute at the Drucker School of Management, shares his insights on why serving families opens the door to knowing the “wealth creator”—and who’s most important to them—on a deeper level.

Reflections on a Wild Year for Fixed Income Nov 02, 2022

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Although the word “unprecedented” is overused, there’s no other word to describe what fixed-income investors have experienced this year. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, shares his thoughts on the past year and where fixed-income goes from here.

How to Implement Longevity Planning Into Your Practice Oct 19, 2022

Show notes

It’s not easy to shift your mindset on the type of advice you offer clients. Jonathan Ainsley, CEO of InvestInU discusses how financial professionals need to be intentional when transforming into a longevity planning practice.

Handicapping the Contentious Midterm Elections Oct 05, 2022

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The outcome of the midterm election will have major implications for both policy and markets. JT Taylor, Senior Analyst at Hedgeye Potomac Research shares his insights and expertise on what’s going down in Washington D.C.

How to Incorporate Health Planning into Your Practice Sep 21, 2022

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Rising healthcare costs and insufficient insurance are helping drive up the retiree bankruptcy rate. Healthpilot CEO David Francis shares how financial professionals can bring together health and wealth planning to help.

How to Uncover Your Clients' Needs through Storytelling Sep 07, 2022

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How do you respond when clients confide in you? Tim Owings, PhD, shares actionable steps for building openness and communication through storytelling.

How to Plan for Health Costs by Aligning Client Needs with Coverage Aug 25, 2022

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More than 90% of seniors have Medicare coverage that they’re paying too much for and that doesn’t match their coverage needs. Healthpilot CEO David Francis dives into how financial professionals can help their clients re-evaluate healthcare costs and provide easy solutions to potentially save them thousands of dollars.

David Francis is not affiliated with Hartford Funds

How to Sharpen Your Storytelling Skills to Benefit Your Business Aug 10, 2022

Show notes

We forget data, but we remember stories. Tim Owings, PhD explains how storytelling can deepen your client relationships, then shares the key components to building your own impactful stories.

Playing Chess Against Central Banks Jul 28, 2022

Show notes

Schroders CIO Johanna Kyrklund discusses why investors need to be both strategic and tactical while managing their portfolios as central banks change policies.