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!

Financial

professionals can find out exactly what their clients want by offering and facilitating client workshops. Jonathan Ainsley, CEO of InvestInU shares how this very unique learning experience is the key to transforming your longevity-planning advice.

Family wealth management has the ability to redefine your client relationships. David Specht, Director of the Global Family Business Institute at the Drucker School of Management, shares his insights on why serving families opens the door to knowing the “wealth creator”—and who’s most important to them—on a deeper level.

Although the word “unprecedented” is overused, there’s no other word to describe what fixed-income investors have experienced this year. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, shares his thoughts on the past year and where fixed-income goes from here.

It’s not easy to shift your mindset on the type of advice you offer clients. Jonathan Ainsley, CEO of InvestInU discusses how financial professionals need to be intentional when transforming into a longevity planning practice.

The outcome of the midterm election will have major implications for both policy and markets. JT Taylor, Senior Analyst at Hedgeye Potomac Research shares his insights and expertise on what’s going down in Washington D.C.

Rising healthcare costs and insufficient insurance are helping drive up the retiree bankruptcy rate. Healthpilot CEO David Francis shares how financial professionals can bring together health and wealth planning to help.

How do you respond when clients confide in you? Tim Owings, PhD, shares actionable steps for building openness and communication through storytelling.

More than 90% of seniors have Medicare coverage that they’re paying too much for and that doesn’t match their coverage needs. Healthpilot CEO David Francis dives into how financial professionals can help their clients re-evaluate healthcare costs and provide easy solutions to potentially save them thousands of dollars.

David Francis is not affiliated with Hartford Funds

We forget data, but we remember stories. Tim Owings, PhD explains how storytelling can deepen your client relationships, then shares the key components to building your own impactful stories.