Episode 17: Human-Centered Financial Advice

Episode 17: Human-Centered Financial Advice

In the latest episode of Behavioral Economics Today Podcast, Hugh Massie had the privilege of speaking with Frank Corrado, Founder & CEO of Pivot Point, about why behavior should be viewed as the foundation of the entire advisory system. This conversation goes beyond theory and explores what happens when organizations design for real human behavior rather than assumptions. Key topics discussed include: • Why financial behavior is hardwired and most visible under stress • The gap between “knowing the client” and designing for real behavior • The concept of a Behavioral Operating Layer (BOL) • Why humanization, not personalization, is the future One of the most powerful insights from the episode: “Understanding does not lead to action. Design does.” If you are in leadership, financial services, coaching, or any field where decisions matter, this episode offers valuable insights into how behavior shapes outcomes. Tune in now and discover why the future of advisory systems starts with understanding human behavior. #Podcast #BehavioralEconomics #Leadership #FinancialServices #HumanBehavior #DNABehavior #HughMassie #PivotPoint #FrankCorrado

Episode 16: AI Adoption Must Stay Human First

In the latest episode of Behavioral Economics Today, Hugh Massie speaks with Mark Stelzner, Founder of IA, about why successful AI transformation must remain human-first. They explore: • How leaders build trust during AI adoption • Why organizations must deconstruct how work really happens • The decision-making inflection points that shape transformation • The behavioral biases that derail change The future of AI isn’t about replacing humans—it’s about redesigning work so human judgment, trust, and curiosity become the real competitive advantage. #BETodayPodcast #HughMassie #MarkStelzner #AI #Leadership #BehavioralEconomics #FutureOfWork #DNABehavior

Episode 15: Trust Flow

In the latest episode of Behavioral Economics Today, Hugh Massie had a conversation with Jeff Morris, creator of the TrustFlow™ Method, about how trust impacts team performance. They explore: • Micro-Trust Activations™ • The 12 Cs of TrustFlow™ • NeuroTrust and behavioral flow • How trust reduces friction and increases performance velocity If trust lowers transaction costs, building it intentionally may be one of the highest ROI leadership investments.

Episode 14: The Hypocrisy Trap

In this podcast episode, Hugh Massie interviews Michael Hallsworth, author of The Hypocrisy Trap, as they explore why calling out hypocrisy often feels righteous, but can quietly sabotage progress. Hypocrisy is not always a failure. Sometimes it is the price of learning, changing, and leading. Worth reflecting on, especially in polarized times.

Episode 13: Behavioral Portfolio Management

In this podcast episode, Hugh Massei interviews C. Thomas Howard, CEO of Athena Invest, about his book Behavioral Portfolio Management, a thought-provoking challenge to traditional investment thinking. They explore why investors don’t actually experience risk as market volatility, but rather as loss, fear, and regret, and how portfolios designed without considering real human behavior often fail at the worst possible moments. Hugh and Tom also examine the limitations of Modern Portfolio Theory, the behavioral flaws of traditional risk tolerance questionnaires, and how goals-based investing provides a more practical framework for long-term success. They highlight the crucial role financial advisors play in helping investors stay disciplined and committed during periods of market turbulence. This episode is essential listening for financial advisors, investors, and institutional leaders who want portfolios designed for how people actually behave, not how theory assumes they should.