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TV Expert Interviews / Leadership / May 7, 2022 / Posted by Kim Curtis / 446

Leaders Balancing Technology with Humanity (video)


In this Expert Insight Interview, Kim Curtis discusses leaders balancing technology with humanity. Kim Curtis is a nationally recognized wealth management advisor and speaker. She is the President and CEO of Wealth Legacy Institute, which has done groundbreaking work developing a highly personal client-centric planning model. The Planning for LIFE Experience is now the cornerstone of the firm’s holistic and highly successful approach to integrated wealth management.

This Expert Insight Interview discusses:

  • The disruption that technology has brought into various industries
  • The ubiquitous craving for authenticity and human connection
  • The enormous potential value of blockchain and cryptocurrency


Every industry is being disrupted by technology nowadays. This is particularly the case in FinTech and financial advice. Even thinking about how the average person’s banking experience has changed over the last few years, this trend becomes quite apparent. Kim says that she is surprised that banks are still building physical brick-and-mortar locations.

But this rapid technological shift also has a flip side. Sometimes we get so wrapped up in taking advantage of new technologies that we forget the human component of the equation. Without the proper understanding of that relationship, technology is efficient but takes away from the human element.


The common problem is that people tend to build technologies to suit themselves instead of the customer or the person they’re trying to serve. This is always a bad starting point. Another thing that has cropped up now, especially after the pandemic, is the craving for more human connection, particularly authenticity from the people you deal with.

We all want to deal with more authentic people. We’re sick of hyperbole and the “plastic” side of the business world. We want to have honest, authentic conversations with an empathetic human being.


There are great uses of technology beyond getting rid of menial tasks to be more productive. One example of this is cryptocurrency. We think of cryptocurrencies as coins, but the actual technology behind the currency is where the value is; Bitcoin has a coin attached to it to pay for the miners to legitimize the ledger.

If you think of blockchain, its actual value is the potential to remove banks from every transaction entirely. This would enable people to make international trade quickly, without the need for a “middleman” to confirm the payment. Now imagine this technology in every single industry.

Our Host

John is the Amazon bestselling author of Winning the Battle for Sales: Lessons on Closing Every Deal from the World’s Greatest Military Victories and Social Upheaval: How to Win at Social Selling. A globally acknowledged Sales & Marketing thought leader, speaker, and strategist, he has conducted over 1500 video interviews of thought leaders for Sales POP! online sales magazine & YouTube Channel and for audio podcast channels where Sales POP! is rated in the top 2% of most popular shows out of 3,320,580 podcasts globally, ranked by Listen Score. He is CSMO at Pipeliner CRM. In his spare time, John is an avid Martial Artist.

About Author

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

Author's Publications on Amazon

'Money Secrets' provides a front-row seat to what the financial industry doesn't want you to know about investing, from an insider who believes you deserve the truth.
Buy on Amazon
Retirement Secrets is a book on how to enjoy life in retirement. This book reveals why your retirement becomes the beginning of a new you, a new life.
Buy on Amazon

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