Human-centric Investing Podcast

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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

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 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.

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

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

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!