Human-centric Investing Podcast

Latest Episodes:

How to Help Clients Envision Their Friendship Network in Retirement May 03, 2023

Show notes

Life's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events.

A Test for the Global Economy Apr 20, 2023

Show notes

The collapse of several banks has heightened recession risk nd is likely to lead to tighter credit conditions for both businesses and consumers. Nanette Abuhoff Jacobson returns to the podcast and shares her thoughts on inflation, a looming recession, and how central banks around the world are grappling with the same issues.

How to Build Client Trust with the Human Side of Advice Apr 04, 2023

Show notes

Connecting to your clients on an emotional level builds trust and impacts their lives--and your business. Brendan Frazier, founder of Wired Planning and host of "The Human Side of Money" podcast, discusses how having emotionally connected clients leads to more valuable financial advice.

How the Financial Services Industry Can Attract the Next Generation of Talent Mar 22, 2023

Show notes

Join us for a special episode during Women’s History Month as we welcome Katlyn Grasso, Founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can change their current perception to recruit and retain the next generation of talented women.

How to Speak 401(k) With Your Clients Mar 08, 2023

Show notes

Don’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.

Rick Unser is not affiliated with Hartford Funds

Divided Government: What Comes Next? Feb 22, 2023

Show notes

Despite high levels of polarization, financial markets love divided government. JT Taylor is back on the podcast to explain key policy areas in which the parties agree and disagree—and how this could impact markets this year.

How Client Relationships Influence Your Sense of Success Feb 08, 2023

Show notes

How do you define success? Financial professionals may not realize how much growth and achievement they gain from nurturing client relationships as they guide them through major life events and important decisions.

How to Incorporate 401(k) Planning Into Your Current Book of Business Jan 25, 2023

Show notes

There's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.

Rick Unser is not affiliated with Hartford Funds

How Financial Professionals Can Find New Wealth in Family Owned Businesses Jan 12, 2023

Show notes

When it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market.

David Specht is not affiliated with Hartford Funds

A Look Back at 2022 Dec 14, 2022

Show notes

John and Julie take a look back at this past year and highlight a few memorable episodes from 2022. Thank you for listening to the Human-centric Investing Podcast and we’ll see you in 2023!