All Episodes
Human-centric Investing Podcast — 109 episodes
Building a Practice That Scales: What Top Financial Professionals Fix First
Trends Reshaping Health and Human Capacity in 2026
Embracing Industry Change: Strategies for Success
How to Harness the 3 Revolutions to Prepare for the Future
Who Cares for the Caregiver?
Empowering Clients with Negotiation Skills
Health is Wealth: Why Performance Requires a System
Demystifying Private Markets: Opportunities, Risks, and Real-World Insights
Recognizing Longevity Planning: How to Embrace Aging with Intention
Breaking Bias in the Workplace
Starting the Hard Conversations: A Therapist’s Guide for Financial Professionals
The Power of Podcasting as a Financial Professional
159: How to Get AI to Recommend Your Business
Rewiring Your Clients’ Relationship with Money
Supporting Loved Ones Through Dementia
The Art & Science of Effective Video Marketing
Cultivating Your Niche and Standing Out to Clients
Navigating the Next Generation Investor
Transforming Advisory Services for Better Client Outcomes
Taxes, Treasuries, and Tariffs: What’s Next for Fixed Income?
Empowering the Next Generation of Financial Professionals
Retirement Realities: Today’s Needs and Tomorrow’s Dreams
How to Lead with Presence
How to Encourage Early Career Development in Relationship Building
Leveraging Life Lessons for Career and Growth
How to Quiet “Shoulds” with the FOCUS Method
How to Network and Build Lasting Connections
How to Empower the Next Generation with Financial Literacy
How Physical and Digital Clutter Can Cost You and Your Clients
The Evolution of Wealth Management Advice
Riding the Wave of Fixed-Income Uncertainty
How a Jockey’s Financial Journey Led to Peace and Prosperity
How to Protect Elderly Clients From Family Inheritance Manipulation
The First 100 Days: Trump’s Fast and Furious Start
How to Guide Clients Through Life Transitions in Retirement
How to Recognize Financial Elder Abuse With Your Clients
How to Help Clients Transfer Wisdom, Not Just Wealth
How to Convey to Clients the Importance of Mattering in Retirement
How Your Money Style Influences Financial Decision-Making
Trump vs. Harris: What to Watch For
How Role Setting is Vital to Your Business Planning
How to Build Trust and Connection With Female Clients
How Motivational Interviewing Can Change Your Client Interactions
How to Leverage Client Relationships to Define Your Brand and Value
Rates, the Fed and Republicans vs Democrats
An Inside Look at the Financial Services Industry in the Media
How Financial Professionals Can Use Panel Programs to Build Longevity Networks
How a Digital Presence can Transform you From Financial Professional to Thought Leader
How to Get Matched With Women and Underrepresented Investors
How to Address the Different Needs of Women in Retirement
How Enhancing Your Digital Presence Can Make a Better First Impression
How Financial Professionals Can Build and Grow Resilient Practices
How Brain Breaks Enhance Work Performance and Concentration
How Women and Next Generation Clients Are Influencing Advisory Relationships
How to Strengthen Client Bonds With Emotional Intelligence
Get Ready for the Wildest Election Ever
How Forecasting Errors Can Wreck Your Clients’ Retirement
How to Empower Clients to Invest in Healthy Longevity
How to Identify Your Clients' Money Style
How the First 100 Days Impacts Your Clients Relationships
Fixed Income: Wasn't This Year Supposed To Be Better?
How to Know if Your Clients are Living in the Right Place at the Right Time
How to Build an Onboarding Process That Creates Lifelong Clients
How to Create CPA Partnerships to Build Your Practice
How to Discuss Brain Health With Your Aging Clients
How to Create a Leadership Culture That Drives Results
How to Implement Behavioral Finance Into Your Practice
How a Bucketing Approach May Lessen Client Anxiety
Special Edition: The Fed Hits Pause: What Comes Next?
How to Create Frictionless Advice That Your Clients Will Implement
How to Think Outside the 4% Rule
How Prioritizing Your Mental Wellbeing Can Impact Your Business
How to Help Clients Envision Their Friendship Network in Retirement
A Test for the Global Economy
How to Build Client Trust with the Human Side of Advice
How the Financial Services Industry Can Attract the Next Generation of Talent
How to Speak 401(k) With Your Clients
Divided Government: What Comes Next?
How Client Relationships Influence Your Sense of Success
How to Incorporate 401(k) Planning Into Your Current Book of Business
How Financial Professionals Can Find New Wealth in Family Owned Businesses
A Look Back at 2022
How Client Workshops Can Transform Your Longevity Planning Business
How the Family Unit is Redefining Your Client Relationships
Reflections on a Wild Year for Fixed Income
How to Implement Longevity Planning Into Your Practice
Handicapping the Contentious Midterm Elections
How to Incorporate Health Planning into Your Practice
How to Uncover Your Clients' Needs through Storytelling
How to Plan for Health Costs by Aligning Client Needs with Coverage
How to Sharpen Your Storytelling Skills to Benefit Your Business
Playing Chess Against Central Banks
Dividends Are (Finally) Getting Some Love
How to Use Facebook for Prospecting
How to Navigate Difficult Conversations with Clients
How to Help Clients Age with Dignity
How Will the Headlines of Today Shape Financial Professional Businesses of Tomorrow
How to Rebuild Team Bonds and Culture in the Workplace
How to Make Financial Planning a Family Affair
How Strategic Short Cuts Can Make Your Business and Life Easier
Inflation Is Here to Stay! Here’s How to Prepare For It
Survey Results: Does Gender and Age Impact the Way Investors Want Financial Advice
Must-Do’s for Your Facebook Business Strategy
How to Make Entry Into Retirement Easier
How To Help Clients Who Feel Retirement Is Out of Reach
The Number That Will Transform Retirement for Your Clients
2022 Market Outlook
Retirement Wisdom From Plato (and Others)
How to Create a High Performance Team