Human-centric Investing Podcast

Latest Episodes:

How to Build Trust and Connection With Female Clients Sep 04, 2024

Show notes

Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.

How Motivational Interviewing Can Change Your Client Interactions Aug 15, 2024

Show notes

Delivering facts and figures is comfortable. But many financial professionals feel out over their skis when they enter into the emotional side of planning discussions. Jeremy Keil shares a helpful acronym to approach those conversations with ease.

How to Leverage Client Relationships to Define Your Brand and Value Aug 07, 2024

Show notes

When it comes to marketing, advisors seem to only know what they can’t do. There are so many missed opportunities and it’s time to debunk the myths and inspire FAs on what they can do. Michael Morrison, Partner and CMO at Chief Outsiders, shares easy to implement tips to building an authentic brand.

An Inside Look at the Financial Services Industry in the Media Jul 10, 2024

Show notes

John Manganaro, Senior Reporter at ThinkAdvisor, joins the podcast this week to talk about how media can provide a window into what’s top of mind for clients.

John Manganaro is not affiliated with Hartford Funds

How Financial Professionals Can Use Panel Programs to Build Longevity Networks Jun 25, 2024

Show notes

Amanda Stahl, Director of Longevity Planning at Raymond James, returns to the podcast to explain that retirement planning extends beyond finances and highlights the importance of partnering with longevity experts to address aging clients’ needs.

How a Digital Presence can Transform you From Financial Professional to Thought Leader Jun 12, 2024

Show notes

Kevin Nichols, COO at Oechshli, discusses the importance of consistency when building your personal brand. Whether you’re starting a podcast, creating videos, or enhancing your website, maintaining a consistent message and frequency is key to success.

How to Get Matched With Women and Underrepresented Investors May 29, 2024

Show notes

Financial services may be a transactional business by nature, but it's the personal connections we forge with our clients that truly brings our work to life. Lacy Garcia, founder and CEO of Willow, returns to the podcast to discuss how to grow your business, the right way.

How to Address the Different Needs of Women in Retirement May 15, 2024

Show notes

From longer life expectancies to career interruptions, women face distinct financial challenges in retirement. Fortunately, you can help bridge the gap with tailored strategies that empower women to retire on their own terms. Amanda Stahl, Director of Longevity Planning at Raymond James, shares how.

How Enhancing Your Digital Presence Can Make a Better First Impression May 01, 2024

Show notes

You may be doing all the right things to build your website, but if no one’s seeing it, it’s not doing anything for you. Kevin Nichols, COO of Oechsli, joins the podcast to share how to evaluate and create a more robust digital presence.

How Financial Professionals Can Build and Grow Resilient Practices Apr 17, 2024

Show notes

Though the RIA space continues to grow rapidly, the industry is consolidating. Penny Phillips returns to the podcast to explore how financial professionals can prepare their practices for a shifting industry.