Human-centric Investing Podcast

Latest Episodes:

How to Build an Onboarding Process That Creates Lifelong Clients Sep 18, 2023

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Onboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.

How to Create CPA Partnerships to Build Your Practice Aug 21, 2023

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Partnering with CPA firms can be a big part of business for most financial professionals. Jon Kuttin returns to the podcast and shares how to leverage CPA partnerships to grow your practice.

How to Discuss Brain Health With Your Aging Clients Aug 07, 2023

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As financial advice evolves from just a transactional relationship, financial professionals can benefit by taking an interest in their clients' brain health. Dr. Marc Milstein shares easy lifestyle changes to share with your clients.

How to Create a Leadership Culture That Drives Results Jul 26, 2023

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Being a leader and being a financial professional are two separate roles. Jon Kuttin, CEO of Kuttin Consulting Group, shares tactics to help shift your focus from execution to leadership in your practice.

How to Implement Behavioral Finance Into Your Practice Jul 12, 2023

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There's been a profound shift from strictly transactional to relationship-based advice in the financial industry. Brian Portnoy, founder of Shaping Wealth, explains what behavioral finance is and how it will impact your practice.

How a Bucketing Approach May Lessen Client Anxiety Jun 28, 2023

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Bucketing retirement portfolios is a great tool for financial professionals. Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, shares how this healthy form of “mental accounting” can help clients better envision their financial future.

Special Edition: The Fed Hits Pause: What Comes Next? Jun 16, 2023

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Join us for a special edition episode in which our Fixed-Income Strategist, Amar Reganti, reacts to the latest Federal Reserve announcement from June 14th.

How to Create Frictionless Advice That Your Clients Will Implement Jun 14, 2023

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Most of your clients will only implement 20% of your recommendations. Brendan Frazier, founder of Wired Planning, shares tips on creating advice your clients will actually follow.

How to Think Outside the 4% Rule May 30, 2023

Show notes

Does the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits.

How Prioritizing Your Mental Wellbeing Can Impact Your Business May 15, 2023

Show notes

As financial professionals, we consider our clients' physical and mental health—but overlook the importance of our own. Brian Portnoy, founder of Shaping Wealth, sheds light on a difficult topic and how to make it a focus going forward.

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