Human-centric Investing Podcast

 Though the RIA space continues to grow rapidly, the industry is consolidating. Penny Phillips returns to the podcast to explore how financial professionals can prepare their practices for a shifting industry.

Taking frequent brain breaks can help sustain cognitive focus. Patrick McAndrew returns to the podcast to offer some tools to help maintain high levels of mental focus throughout the day.

Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.

Financial professionals can build deeper rapport and connection, and ultimately have happier clients, by leveraging emotional intelligence. Penny Phillips, co-founder and president of Journey Strategic Wealth, shares tips to harness your active listening skills.

Without proper rest, you’re left in a state of mediocre engagement. Patrick McAndrew, CEO of Hara, teaches us how  and why it’s important to properly transition the body to recover during sleep.

JT Taylor, senior political analyst, is back to discuss everything from the debt and deficit, tax cuts, third-party candidates, legislation, and which party will likely control the House, Senate, and White House.

Clients don’t always understand the consequences of their spending today on their retirement. Barbara Kay explains how financial professionals can improve their forecasting skills to change harmful habits.

Ryan Frederick returns to the podcast to discuss his “Right Place” assessment and the importance of lifestyle environment, another great resource financial professionals can use to educate their clients on healthy longevity.

John and Julie take a look back at this past year and highlight a few memorable episodes from 2023. Thank you for listening to the Human-centric Investing Podcast and we’ll see you in 2024!

Clients relate to their money and their financial professional based on their "money style." Barbara Kay, business psychology coach, shares how to identify and tailor your communication to clients based on their particular style.