<![CDATA[Human-centric Investing Podcast]]>c14e0ad0-3d28-5765-a6bf-8506316bdc30Wed, 01 Apr 2026 20:17:07 +0000Captivate.fmHartford Fundshttps://artwork.captivate.fm/07fb60f5-aa13-4ac2-b4c9-c988e5f5c699/UEXU-cQbCz6Oj1NWfg7mxSUr.pngHuman-centric Investing PodcastHartford FundsHartford FundsOur newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.https://www.hartfordfunds.comfalseepisodichttps://feeds.captivate.fm/human-centric-investing/nopodcastHow to Harness the 3 Revolutions to Prepare for the FutureHow to Harness the 3 Revolutions to Prepare for the FutureInvestInU Founder Jonathan Ainsley takes a closer look at how three transformative revolutions—longevity, artificial intelligence, and our evolving relationships (especially with self)—are reshaping the future.

If you’re interested in learning more, please visit: longevityplanning.me

]]>InvestInU Founder Jonathan Ainsley takes a closer look at how three transformative revolutions—longevity, artificial intelligence, and our evolving relationships (especially with self)—are reshaping the future.

If you’re interested in learning more, please visit: longevityplanning.me

]]>668b1f84-1334-4ba1-bf87-c7a00e2ed71fFri, 27 Mar 2026 15:10:00 -040029:45falsefull167167Who Cares for the Caregiver?Who Cares for the Caregiver?Caregivers often show up for everyone except themselves. Sherri Snelling joins us to reframe self‑care as essential, not selfish, in the caregiving journey.

To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube.

Sherri Snelling is not affiliated with Hartford Funds.

]]>Caregivers often show up for everyone except themselves. Sherri Snelling joins us to reframe self‑care as essential, not selfish, in the caregiving journey.

To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube.

Sherri Snelling is not affiliated with Hartford Funds.

]]>f4eba3ae-f21d-41fa-8543-2fa97fe36befWed, 18 Mar 2026 12:40:00 -040028:44falsefull166166Empowering Clients with Negotiation SkillsEmpowering Clients with Negotiation SkillsAvoiding negotiation might feel safer, but it could be costing you more than you think. Linda Babcock explains why shifting the conversation from conflict to collaboration can create wins in real life.

If you’re interested in learning more, please visit: www.thenoclub.com

Linda Babcock is not affiliated with Hartford Funds.

]]>Avoiding negotiation might feel safer, but it could be costing you more than you think. Linda Babcock explains why shifting the conversation from conflict to collaboration can create wins in real life.

If you’re interested in learning more, please visit: www.thenoclub.com

Linda Babcock is not affiliated with Hartford Funds.

]]>2f0912f3-2db3-4be7-b56a-26e2b613bcedWed, 04 Mar 2026 08:55:00 -040025:21falsefull165165Health is Wealth: Why Performance Requires a SystemHealth is Wealth: Why Performance Requires a SystemYou wouldn't invest without a strategy—so why live without one? Dr. Ryan Lazarus joins the podcast to connect health and wealth through the same idea: systems beat improvisation.

If you’re interested in learning more, please visit: lazarusmethod.com

]]>You wouldn't invest without a strategy—so why live without one? Dr. Ryan Lazarus joins the podcast to connect health and wealth through the same idea: systems beat improvisation.

If you’re interested in learning more, please visit: lazarusmethod.com

]]>4b87867a-5e7b-4bdc-bacd-25df7beeb912Mon, 16 Feb 2026 09:45:00 -040033:56falsefull164164Demystifying Private Markets: Opportunities, Risks, and Real-World InsightsDemystifying Private Markets: Opportunities, Risks, and Real-World InsightsSchroders' Benjamin Alt reveals how Private Equity may deliver outperformance and could smooth out volatility, especially when markets get rocky.

If you’re interested in learning more, please visit: https://www.hartfordfunds.com/insights/market-perspectives/equity/the-private-equity-opportunity-set.html

]]>Schroders' Benjamin Alt reveals how Private Equity may deliver outperformance and could smooth out volatility, especially when markets get rocky.

If you’re interested in learning more, please visit: https://www.hartfordfunds.com/insights/market-perspectives/equity/the-private-equity-opportunity-set.html

]]>4265e830-2271-422a-8ced-02bdcdd94b50Mon, 02 Feb 2026 10:25:00 -040033:02falsebonusRecognizing Longevity Planning: How to Embrace Aging with IntentionRecognizing Longevity Planning: How to Embrace Aging with IntentionLongevity creates opportunity, and blind spots no one budgets for. Hear InvestInU CEO Jonathan Ainsley on the unexpected costs families miss and how you can guide clients with confidence.

If you’re interested in learning more, please visit: longevityplanning.me

]]>Longevity creates opportunity, and blind spots no one budgets for. Hear InvestInU CEO Jonathan Ainsley on the unexpected costs families miss and how you can guide clients with confidence.

If you’re interested in learning more, please visit: longevityplanning.me

]]>3de95721-55ea-4abb-a57a-adb702a3b7a6Fri, 16 Jan 2026 12:35:00 -040025:30falsefull163163Breaking Bias in the WorkplaceBreaking Bias in the WorkplaceTo learn more visit www.thenoclub.com or check out Linda’s book, “The No Club: Putting a Stop to Women’s Dead-End Work” now available at Amazon.com.

]]>To learn more visit www.thenoclub.com or check out Linda’s book, “The No Club: Putting a Stop to Women’s Dead-End Work” now available at Amazon.com.

]]>dcd9ea87-708a-4bec-a9a9-43c774635830Fri, 02 Jan 2026 12:50:00 -040024:54falsefull162162Starting the Hard Conversations: A Therapist’s Guide for Financial ProfessionalsStarting the Hard Conversations: A Therapist’s Guide for Financial ProfessionalsFor clients, talking about money can stir up deep feelings. Erika Wasserman shares language and listening techniques to help encourage openness and ease defensiveness.

To learn more visit yourfinancialtherapist.com or check out Erika’s book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Mindset” now available at Amazon.com.

]]>For clients, talking about money can stir up deep feelings. Erika Wasserman shares language and listening techniques to help encourage openness and ease defensiveness.

To learn more visit yourfinancialtherapist.com or check out Erika’s book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Mindset” now available at Amazon.com.

]]>4f4375a6-05ea-4980-8c91-b500a43cf7b3Wed, 10 Dec 2025 16:29:00 -040021:17falsefull161161The Power of Podcasting as a Financial ProfessionalThe Power of Podcasting as a Financial ProfessionalFrom finding the right co-host to building credibility in a specialized field, Jeremy Stanley shares his secrets to building a top podcast.

To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com. You can also hear more about CRNA topics of interest on Jeremey’s podcast, Beyond the Mask, available anywhere you get your podcasts.

]]>From finding the right co-host to building credibility in a specialized field, Jeremy Stanley shares his secrets to building a top podcast.

To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com. You can also hear more about CRNA topics of interest on Jeremey’s podcast, Beyond the Mask, available anywhere you get your podcasts.

]]>db884545-d207-471a-964c-9ec8bc729c09Tue, 25 Nov 2025 10:23:00 -040026:25falsefull160160159: How to Get AI to Recommend Your Business159: How to Get AI to Recommend Your BusinessSamantha Russell returns to the podcast to explore how AI acts as the gatekeeper for business visibility, and what you can do to stand out.

To learn more or to have Samantha speak at your next event, visit fmgsuite.com.

]]>Samantha Russell returns to the podcast to explore how AI acts as the gatekeeper for business visibility, and what you can do to stand out.

To learn more or to have Samantha speak at your next event, visit fmgsuite.com.

]]>045ffc8f-bdab-4198-8a24-8edfccd07b77Mon, 10 Nov 2025 09:26:00 -040026:16falsefull159159Rewiring Your Clients’ Relationship with MoneyRewiring Your Clients’ Relationship with MoneyFinancial therapist Erika Wasserman explores how early money experiences shape today’s decisions.

To learn more visit yourfinancialtherapist.com or check out Erika’s book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Mindset” now available at Amazon.com.

]]>Financial therapist Erika Wasserman explores how early money experiences shape today’s decisions.

To learn more visit yourfinancialtherapist.com or check out Erika’s book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Mindset” now available at Amazon.com.

]]>ab0ec718-0490-43fe-947d-63bad3c3dfe6Wed, 29 Oct 2025 16:09:00 -040025:31falsefull158158Supporting Loved Ones Through DementiaSupporting Loved Ones Through DementiaAs dementia diagnoses rise, so do the financial demands on families. Sherri Snelling explores how to initiate meaningful conversations with clients that protect both dignity and financial stability.

To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube. 

Sherri Snelling is not affiliated with Hartford Funds.

]]>As dementia diagnoses rise, so do the financial demands on families. Sherri Snelling explores how to initiate meaningful conversations with clients that protect both dignity and financial stability.

To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube. 

Sherri Snelling is not affiliated with Hartford Funds.

]]>7b6eeba1-c7f6-4a25-a6b6-00ff0e318b8aWed, 15 Oct 2025 14:09:00 -040025:03falsefull157157The Art & Science of Effective Video MarketingThe Art & Science of Effective Video MarketingWhether you're new to video or refining your strategy, Samantha Russell shares how to turn viewers into engaged prospects.

To learn more or to have Samantha speak at your next event, visit fmgsuite.com.

Samantha Russell is not affiliated with Hartford Funds.

]]>Whether you're new to video or refining your strategy, Samantha Russell shares how to turn viewers into engaged prospects.

To learn more or to have Samantha speak at your next event, visit fmgsuite.com.

Samantha Russell is not affiliated with Hartford Funds.

]]>4427adb6-f9eb-4feb-b7a0-e8281c18f6ceThu, 02 Oct 2025 09:51:00 -040027:46falsefull156156Cultivating Your Niche and Standing Out to ClientsCultivating Your Niche and Standing Out to ClientsJeremy Stanley emphasizes the importance of financial professionals committing to a specific niche to become recognized as the “go-to” expert in that area, sharing insights from his personal experience in serving CRNAs.

Show Notes Info:

To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com. 

]]>Jeremy Stanley emphasizes the importance of financial professionals committing to a specific niche to become recognized as the “go-to” expert in that area, sharing insights from his personal experience in serving CRNAs.

Show Notes Info:

To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com. 

]]>65c033d2-2ad6-4c5c-8d75-52902d86c2dbWed, 17 Sep 2025 15:42:00 -040028:31falsefull155155Navigating the Next Generation InvestorNavigating the Next Generation InvestorAndrew Dolan shares how digital-first relationships are redefining trust and accessibility for the next generation of clients.

Show Notes Info:

If you’re interested in connecting with Andrew, you can visit: https://www.ameripriseadvisors.com/Andrew.Dolan/

]]>Andrew Dolan shares how digital-first relationships are redefining trust and accessibility for the next generation of clients.

Show Notes Info:

If you’re interested in connecting with Andrew, you can visit: https://www.ameripriseadvisors.com/Andrew.Dolan/

]]>2e2bb2ea-8ee0-4ba1-9063-23c77b9151edFri, 29 Aug 2025 11:06:00 -040024:26falsefull154154Transforming Advisory Services for Better Client OutcomesTransforming Advisory Services for Better Client OutcomesThe future of advice is holistic. Learn why today’s financial professionals need to think beyond portfolios and start planning for life’s biggest transitions.

Show Notes Info:

If you’re interested in hearing more from Catherine and reading the full

report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.

]]>The future of advice is holistic. Learn why today’s financial professionals need to think beyond portfolios and start planning for life’s biggest transitions.

Show Notes Info:

If you’re interested in hearing more from Catherine and reading the full

report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.

]]>fef313c1-4a85-4175-8513-3d5724bd0e77Wed, 20 Aug 2025 14:24:00 -040023:52falsefull153153Taxes, Treasuries, and Tariffs: What’s Next for Fixed Income?Taxes, Treasuries, and Tariffs: What’s Next for Fixed Income?Amar Reganti dives into the Fed’s next move, the impact of Trump’s “One Big Beautiful Bill,” and what it all means for your fixed income strategy.

If you’re interested in learning more, you can

visit: https://www.hartfordfunds.com/insights/market-perspectives/fixed-income/when-doves-cry.html

]]>Amar Reganti dives into the Fed’s next move, the impact of Trump’s “One Big Beautiful Bill,” and what it all means for your fixed income strategy.

If you’re interested in learning more, you can

visit: https://www.hartfordfunds.com/insights/market-perspectives/fixed-income/when-doves-cry.html

]]>c8d6e75c-caf8-4ad7-8d5b-ec360f8e73b3Tue, 05 Aug 2025 07:31:00 -040033:57falsefull152152Empowering the Next Generation of Financial ProfessionalsEmpowering the Next Generation of Financial ProfessionalsFrom Client Zero to building a thriving practice, Andrew Dolan shares how next-gen advisors can win in a DIY investing culture. Here’s how he's redefining value in financial advice.

Show Notes Info:

If you’re interested in connecting with Andrew, you can visit: https://www.ameripriseadvisors.com/Andrew.Dolan/

]]>From Client Zero to building a thriving practice, Andrew Dolan shares how next-gen advisors can win in a DIY investing culture. Here’s how he's redefining value in financial advice.

Show Notes Info:

If you’re interested in connecting with Andrew, you can visit: https://www.ameripriseadvisors.com/Andrew.Dolan/

]]>d2ddcce1-b6dd-4bcb-9449-0d70c50add96Wed, 23 Jul 2025 10:19:00 -040024:04falsefull151151Retirement Realities: Today’s Needs and Tomorrow’s DreamsRetirement Realities: Today’s Needs and Tomorrow’s DreamsYour clients may have saved enough for retirement … but are they truly prepared? Catherine Collinson joins the podcast to unpack the real challenges—and surprising resilience—shaping today’s retirement outlook.

Show Notes Info:

If you’re interested in hearing more from Catherine and reading the full

report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.

]]>Your clients may have saved enough for retirement … but are they truly prepared? Catherine Collinson joins the podcast to unpack the real challenges—and surprising resilience—shaping today’s retirement outlook.

Show Notes Info:

If you’re interested in hearing more from Catherine and reading the full

report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.

]]>01167fcd-9a01-44ca-b076-b04768565a20Wed, 09 Jul 2025 14:55:00 -040030:32falsefull150150How to Lead with PresenceHow to Lead with PresenceWant to know the secret to commanding a room—without saying a word? Liz Brunner reveals the “It Factor” and how aligning your physical, mental and relational self can supercharge your presence.

Show Notes Info:

If you’re interested in hearing more from Liz, you can visit her website at https://www.lizbrunner.com/ or email her directly at info@lizbrunner.com.

]]>Want to know the secret to commanding a room—without saying a word? Liz Brunner reveals the “It Factor” and how aligning your physical, mental and relational self can supercharge your presence.

Show Notes Info:

If you’re interested in hearing more from Liz, you can visit her website at https://www.lizbrunner.com/ or email her directly at info@lizbrunner.com.

]]>a07cd62c-259e-46df-a67c-e54ae6f0d6f1Wed, 25 Jun 2025 20:32:00 -040025:44falsefull149149How to Encourage Early Career Development in Relationship BuildingHow to Encourage Early Career Development in Relationship BuildingRelationship-building isn't a soft skill—it's a strategic advantage, especially early in your career. Sean Hand, CEO of Selling by Hand, returns to the podcast tomorrow to share how reframing "sales" as service can unlock trust, referrals, and long-term success.

Show Notes Info:

To learn more tips from Sean, pick up his book “That Was Awkward - 7 Secrets of an Awkward Networker.” To request him as a speaker, find him on LinkedIn or email him at sean@sellbyhand.com.

]]>Relationship-building isn't a soft skill—it's a strategic advantage, especially early in your career. Sean Hand, CEO of Selling by Hand, returns to the podcast tomorrow to share how reframing "sales" as service can unlock trust, referrals, and long-term success.

Show Notes Info:

To learn more tips from Sean, pick up his book “That Was Awkward - 7 Secrets of an Awkward Networker.” To request him as a speaker, find him on LinkedIn or email him at sean@sellbyhand.com.

]]>1d42141b-fd87-4237-8eb2-083847d68a8aWed, 11 Jun 2025 12:51:00 -040032:43falsefull148148Leveraging Life Lessons for Career and GrowthLeveraging Life Lessons for Career and GrowthThink your past jobs don’t matter? Think again. Liz Brunner, CEO and Founder of Brunner Communications, went from the classroom to the newsroom to the boardroom, proving that every chapter of your career can be a stepping stone.

]]>Think your past jobs don’t matter? Think again. Liz Brunner, CEO and Founder of Brunner Communications, went from the classroom to the newsroom to the boardroom, proving that every chapter of your career can be a stepping stone.

]]>bee8a8f9-ac94-4665-8f5c-28859aae39eaWed, 28 May 2025 13:28:00 -040026:43falsefull147147How to Quiet “Shoulds” with the FOCUS MethodHow to Quiet “Shoulds” with the FOCUS MethodOrganizational expert Amanda Jefferson returns to the podcast to reveal her ultimate decluttering secrets.

Show Notes Info:

Amanda Jefferson is the owner of Indigo Organizing, the creator of the Done-With-You Digital Organizing coaching program and the Get It Done Club, and one of the world's first KonMari consultants. A TEDx speaker and co-host of the Good Enough-Ish podcast, Amanda has been featured in Real Simple, Harpers Bazaar, the Wall Street Journal, and Better Homes & Garden, among others. She was recently named a Top 50 Women Speaker of 2024 by renowned speaker and author Jess Ekstrom. Known affectionately as the Tech Whisperer, Amanda helps busy people declutter their digital lives and talks to audiences about how to quiet the noisy shoulds of society.

]]>Organizational expert Amanda Jefferson returns to the podcast to reveal her ultimate decluttering secrets.

Show Notes Info:

Amanda Jefferson is the owner of Indigo Organizing, the creator of the Done-With-You Digital Organizing coaching program and the Get It Done Club, and one of the world's first KonMari consultants. A TEDx speaker and co-host of the Good Enough-Ish podcast, Amanda has been featured in Real Simple, Harpers Bazaar, the Wall Street Journal, and Better Homes & Garden, among others. She was recently named a Top 50 Women Speaker of 2024 by renowned speaker and author Jess Ekstrom. Known affectionately as the Tech Whisperer, Amanda helps busy people declutter their digital lives and talks to audiences about how to quiet the noisy shoulds of society.

]]>ab3b86e5-8905-413a-b4ec-1916793249f0Wed, 14 May 2025 08:27:00 -040031:05falsefull146146How to Network and Build Lasting ConnectionsHow to Network and Build Lasting ConnectionsSean Hand joins us to share his tips that can help master the art of networking to build strong, lasting relationships with your clients.

Show Notes Info:

Sean Hand is founder and CEO of Selling by Hand, a business development consulting firm dedicated to helping organizations harness the power of relationship selling to exceed their most ambitious sales goals. With over 15 years of experience in the industry, he is also the author of the Amazon best-seller, That Was Awkward – 7 Secrets of an Awkward Networker. With a global reach, Sean's in-person and virtual trainings along with his published work on the topic have inspired professionals in over 60 countries.

Book - That Was Awkward - 7 Secrets of an Awkward Networker

Speaker - Look me up on Linkedin - Sean Hand, or email at sean@sellbyhand.com

Sean Hand is not affiliated with Hartford Funds

]]>Sean Hand joins us to share his tips that can help master the art of networking to build strong, lasting relationships with your clients.

Show Notes Info:

Sean Hand is founder and CEO of Selling by Hand, a business development consulting firm dedicated to helping organizations harness the power of relationship selling to exceed their most ambitious sales goals. With over 15 years of experience in the industry, he is also the author of the Amazon best-seller, That Was Awkward – 7 Secrets of an Awkward Networker. With a global reach, Sean's in-person and virtual trainings along with his published work on the topic have inspired professionals in over 60 countries.

Book - That Was Awkward - 7 Secrets of an Awkward Networker

Speaker - Look me up on Linkedin - Sean Hand, or email at sean@sellbyhand.com

Sean Hand is not affiliated with Hartford Funds

]]>09de7c91-f325-4ae9-a4d1-8bde9acf5536Wed, 30 Apr 2025 15:17:00 -040035:36falsefull145145How to Empower the Next Generation with Financial LiteracyHow to Empower the Next Generation with Financial LiteracyBilly Peterson returns to discuss the importance of financial literacy and how he’s teaching critical skills to younger generations in his community.

Book: From the Starting Gate Book

Podcast: Harnessing Your Wealth Podcast

Website: https://petersonws.com/

]]>Billy Peterson returns to discuss the importance of financial literacy and how he’s teaching critical skills to younger generations in his community.

Book: From the Starting Gate Book

Podcast: Harnessing Your Wealth Podcast

Website: https://petersonws.com/

]]>e68b503b-6c18-43e9-90f6-1276a957c729Tue, 15 Apr 2025 14:30:00 -040031:34falsefull144144How Physical and Digital Clutter Can Cost You and Your ClientsHow Physical and Digital Clutter Can Cost You and Your ClientsAmanda Jefferson explores the impact of physical and digital clutter on both your life and your clients’ lives—and provides key practices to help minimize it.

Amanda Jefferson is not affiliated with Hartford Funds

]]>Amanda Jefferson explores the impact of physical and digital clutter on both your life and your clients’ lives—and provides key practices to help minimize it.

Amanda Jefferson is not affiliated with Hartford Funds

]]>202b960c-0bcb-41a6-9309-7b89ec3d3600Wed, 02 Apr 2025 14:08:00 -040033:06falsefull143143The Evolution of Wealth Management AdviceThe Evolution of Wealth Management AdviceLena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, joins us to discuss new client expectations, the demand for holistic advice, the evolution of women and wealth, and much more.

]]>Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, joins us to discuss new client expectations, the demand for holistic advice, the evolution of women and wealth, and much more.

]]>708962aa-b5d5-40eb-a635-97cbf0bba7e0Tue, 18 Mar 2025 16:05:00 -040038:24falsefull142142Riding the Wave of Fixed-Income UncertaintyRiding the Wave of Fixed-Income UncertaintyWith heightened uncertainty in Washington, Amar Reganti dives into the benefits of a more flexible investing approach.

]]>With heightened uncertainty in Washington, Amar Reganti dives into the benefits of a more flexible investing approach.

]]>d9346a52-c6dc-4367-b1cd-c14929d787bcWed, 05 Mar 2025 20:03:00 -040040:00falsefull141141How a Jockey’s Financial Journey Led to Peace and ProsperityHow a Jockey’s Financial Journey Led to Peace and ProsperityBilly Peterson, former jockey and current financial advisor, discusses his three pillars to a successful life—wealth, health, and happiness.

Billy Peterson is not affiliated with Hartford Funds

]]>Billy Peterson, former jockey and current financial advisor, discusses his three pillars to a successful life—wealth, health, and happiness.

Billy Peterson is not affiliated with Hartford Funds

]]>5b04ea8e-f127-416b-8301-6f6f108313c4Wed, 19 Feb 2025 10:22:00 -040030:44falsefull140140How to Protect Elderly Clients From Family Inheritance ManipulationHow to Protect Elderly Clients From Family Inheritance ManipulationKristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.

Kristin Hetzer is not affiliated with Hartford Funds

]]>Kristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.

Kristin Hetzer is not affiliated with Hartford Funds

]]>71ed3f14-52a2-47e1-a57e-f69b553b0de1Wed, 05 Feb 2025 14:52:00 -040027:28falsefull139139The First 100 Days: Trump’s Fast and Furious StartThe First 100 Days: Trump’s Fast and Furious StartWhile 2024 was all about politics and the election, 2025 will be a year of substantive policy changes. JT Taylor breaks down how this could affect financial markets and financial advisors.

]]>While 2024 was all about politics and the election, 2025 will be a year of substantive policy changes. JT Taylor breaks down how this could affect financial markets and financial advisors.

]]>cefbe97a-8f66-4e12-a6a6-0ba13ec7318eTue, 21 Jan 2025 10:11:00 -040031:21falsefull138138How to Guide Clients Through Life Transitions in RetirementHow to Guide Clients Through Life Transitions in RetirementNancy Schlossberg returns to the podcast to discuss three major components to help clients make sense out of the transitions they are experiencing in retirement.

]]>Nancy Schlossberg returns to the podcast to discuss three major components to help clients make sense out of the transitions they are experiencing in retirement.

]]>0d510e1b-d01e-43cc-a91d-6c738cdbdc8dWed, 08 Jan 2025 09:24:00 -040039:24falsefull137137How to Recognize Financial Elder Abuse With Your ClientsHow to Recognize Financial Elder Abuse With Your ClientsKristin Hetzer, CFP and author of Valle Egypt, discusses a sensitive and unfortunately prevalent topic—financial elder abuse.

]]>Kristin Hetzer, CFP and author of Valle Egypt, discusses a sensitive and unfortunately prevalent topic—financial elder abuse.

]]>4ca6ec04-1d2f-42dc-b900-7bf31ca499b6Fri, 22 Nov 2024 07:34:00 -040036:29falsefull136136How to Help Clients Transfer Wisdom, Not Just WealthHow to Help Clients Transfer Wisdom, Not Just WealthKathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.

Kathleen Burns Kingsbury is not affiliated with Hartford Funds

]]>Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.

Kathleen Burns Kingsbury is not affiliated with Hartford Funds

]]>b4725a07-d185-4a6b-8950-3a7b0112cb79Wed, 13 Nov 2024 05:52:00 -040030:14falsefull135135How to Convey to Clients the Importance of Mattering in RetirementHow to Convey to Clients the Importance of Mattering in RetirementNancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering.  

Nancy Schlossberg is not affiliated with Hartford Funds

]]>Nancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering.  

Nancy Schlossberg is not affiliated with Hartford Funds

]]>de439f52-e9ba-4bea-a326-0aaa85cffcd0Wed, 30 Oct 2024 06:39:00 -040048:13falsefull134134How Your Money Style Influences Financial Decision-MakingHow Your Money Style Influences Financial Decision-MakingKathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.

]]>Kathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.

]]>a6795ea6-b571-4272-8aa7-88cbb1350266Wed, 16 Oct 2024 08:53:00 -040030:02falsefull133133Trump vs. Harris: What to Watch ForTrump vs. Harris: What to Watch ForJT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.

]]>JT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.

]]>b44ec2c5-0e8b-41ee-8ae6-81dfd00aa628Wed, 02 Oct 2024 16:14:00 -040046:14falsefull132132How Role Setting is Vital to Your Business PlanningHow Role Setting is Vital to Your Business PlanningJeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.

]]>Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.

]]>6f08ad23-e754-4a9c-b8b5-08ebe161f7f6Tue, 17 Sep 2024 07:51:00 -040027:19falsefull131131How to Build Trust and Connection With Female ClientsHow to Build Trust and Connection With Female ClientsIntellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.

]]>Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.

]]>b53c7723-9080-4da5-af5c-0331653a35adWed, 04 Sep 2024 16:01:00 -040046:12falsefull130130How Motivational Interviewing Can Change Your Client InteractionsHow Motivational Interviewing Can Change Your Client InteractionsDelivering facts and figures is comfortable. But many financial professionals feel out over their skis when they enter into the emotional side of planning discussions. Jeremy Keil shares a helpful acronym to approach those conversations with ease.

]]>Delivering facts and figures is comfortable. But many financial professionals feel out over their skis when they enter into the emotional side of planning discussions. Jeremy Keil shares a helpful acronym to approach those conversations with ease.

]]>00ad5b36-5f68-44f7-ac6f-2461385492aaThu, 15 Aug 2024 16:52:00 -040026:30falsefull129129How to Leverage Client Relationships to Define Your Brand and ValueHow to Leverage Client Relationships to Define Your Brand and ValueWhen it comes to marketing, advisors seem to only know what they can’t do. There are so many missed opportunities and it’s time to debunk the myths and inspire FAs on what they can do. Michael Morrison, Partner and CMO at Chief Outsiders, shares easy to implement tips to building an authentic brand.

]]>When it comes to marketing, advisors seem to only know what they can’t do. There are so many missed opportunities and it’s time to debunk the myths and inspire FAs on what they can do. Michael Morrison, Partner and CMO at Chief Outsiders, shares easy to implement tips to building an authentic brand.

]]>720d77e3-25ae-4247-9d05-ecd95c666bb1Wed, 07 Aug 2024 16:38:00 -040044:17falsefull128128Rates, the Fed and Republicans vs DemocratsRates, the Fed and Republicans vs DemocratsPolitics are likely front and center in investors’ minds as every week brings new headlines with new implications. Nanette Abuhoff Jacobson returns to the podcast to discuss a Republican vs. Democrat victory; what needs to happen for market performance to broaden out beyond large caps; and whether Fed rate cuts can revive the bond market.  

]]>Politics are likely front and center in investors’ minds as every week brings new headlines with new implications. Nanette Abuhoff Jacobson returns to the podcast to discuss a Republican vs. Democrat victory; what needs to happen for market performance to broaden out beyond large caps; and whether Fed rate cuts can revive the bond market.  

]]>870f647b-dbf4-44cd-bd1c-b34d5e1a95e5Tue, 23 Jul 2024 00:00:00 -040031:55falsefull127127An Inside Look at the Financial Services Industry in the MediaAn Inside Look at the Financial Services Industry in the MediaJohn Manganaro, Senior Reporter at ThinkAdvisor, joins the podcast this week to talk about how media can provide a window into what’s top of mind for clients.

John Manganaro is not affiliated with Hartford Funds

]]>John Manganaro, Senior Reporter at ThinkAdvisor, joins the podcast this week to talk about how media can provide a window into what’s top of mind for clients.

John Manganaro is not affiliated with Hartford Funds

]]>b685c608-eb05-496e-89a7-93464bf34ff6Wed, 10 Jul 2024 13:47:00 -040053:12falsefull126126How Financial Professionals Can Use Panel Programs to Build Longevity NetworksHow Financial Professionals Can Use Panel Programs to Build Longevity NetworksAmanda Stahl, Director of Longevity Planning at Raymond James, returns to the podcast to explain that retirement planning extends beyond finances and highlights the importance of partnering with longevity experts to address aging clients’ needs.

]]>Amanda Stahl, Director of Longevity Planning at Raymond James, returns to the podcast to explain that retirement planning extends beyond finances and highlights the importance of partnering with longevity experts to address aging clients’ needs.

]]>72660441-f06a-4f76-8e04-e249bed9a6a5Tue, 25 Jun 2024 00:00:00 -040025:05falsefull125125How a Digital Presence can Transform you From Financial Professional to Thought LeaderHow a Digital Presence can Transform you From Financial Professional to Thought LeaderKevin Nichols, COO at Oechshli, discusses the importance of consistency when building your personal brand. Whether you’re starting a podcast, creating videos, or enhancing your website, maintaining a consistent message and frequency is key to success.

]]>Kevin Nichols, COO at Oechshli, discusses the importance of consistency when building your personal brand. Whether you’re starting a podcast, creating videos, or enhancing your website, maintaining a consistent message and frequency is key to success.

]]>c2f19fee-af64-4138-a07d-db00747f7a29Wed, 12 Jun 2024 00:15:00 -040031:29falsefull124124How to Get Matched With Women and Underrepresented InvestorsHow to Get Matched With Women and Underrepresented InvestorsFinancial services may be a transactional business by nature, but it's the personal connections we forge with our clients that truly brings our work to life. Lacy Garcia, founder and CEO of Willow, returns to the podcast to discuss how to grow your business, the right way.

]]>Financial services may be a transactional business by nature, but it's the personal connections we forge with our clients that truly brings our work to life. Lacy Garcia, founder and CEO of Willow, returns to the podcast to discuss how to grow your business, the right way.

]]>f74a24de-c04e-4151-b6f4-be58db51cb8bWed, 29 May 2024 15:50:00 -040026:55falsefull123123How to Address the Different Needs of Women in RetirementHow to Address the Different Needs of Women in RetirementFrom longer life expectancies to career interruptions, women face distinct financial challenges in retirement. Fortunately, you can help bridge the gap with tailored strategies that empower women to retire on their own terms. Amanda Stahl, Director of Longevity Planning at Raymond James, shares how.

]]>From longer life expectancies to career interruptions, women face distinct financial challenges in retirement. Fortunately, you can help bridge the gap with tailored strategies that empower women to retire on their own terms. Amanda Stahl, Director of Longevity Planning at Raymond James, shares how.

]]>28f8e9fd-9b72-4f64-aea0-f9469f79ad34Wed, 15 May 2024 16:10:00 -040032:48falsefull122122How Enhancing Your Digital Presence Can Make a Better First ImpressionHow Enhancing Your Digital Presence Can Make a Better First ImpressionYou may be doing all the right things to build your website, but if no one’s seeing it, it’s not doing anything for you. Kevin Nichols, COO of Oechsli, joins the podcast to share how to evaluate and create a more robust digital presence.

]]>You may be doing all the right things to build your website, but if no one’s seeing it, it’s not doing anything for you. Kevin Nichols, COO of Oechsli, joins the podcast to share how to evaluate and create a more robust digital presence.

]]>823f64fb-ee14-4766-880e-7e40b519720fWed, 01 May 2024 16:01:00 -040035:08falsefull121121How Financial Professionals Can Build and Grow Resilient PracticesHow Financial Professionals Can Build and Grow Resilient Practices 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.

]]> 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.

]]>114ae822-ce2c-4a06-8cdb-2657465f6966Wed, 17 Apr 2024 16:44:00 -040030:20falsefull120120How Brain Breaks Enhance Work Performance and ConcentrationHow Brain Breaks Enhance Work Performance and ConcentrationTaking 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.

]]>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.

]]>acab2e4b-4612-42b4-b2d8-4f4d4d9572d7Wed, 03 Apr 2024 16:13:00 -040027:04falsefull119119How Women and Next Generation Clients Are Influencing Advisory RelationshipsHow Women and Next Generation Clients Are Influencing Advisory RelationshipsNext 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.

]]>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.

]]>2fd55e27-9aa8-475d-b1f4-87ccc135b3a1Wed, 20 Mar 2024 16:07:00 -040033:25falsefull118118How to Strengthen Client Bonds With Emotional IntelligenceHow to Strengthen Client Bonds With Emotional IntelligenceFinancial 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.

]]>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.

]]>14a49a9b-8f5c-4f42-9a09-9290d5684bbfWed, 06 Mar 2024 16:18:00 -040028:08falsefull117117Get Ready for the Wildest Election EverGet Ready for the Wildest Election EverJT 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.

]]>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.

]]>d9977d4a-8ea5-4e5b-8f0f-8a7a247927a6Wed, 07 Feb 2024 16:03:00 -040037:13falsefull115115How Forecasting Errors Can Wreck Your Clients’ RetirementHow Forecasting Errors Can Wreck Your Clients’ RetirementClients 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.

]]>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.

]]>e6e01b12-165d-4d36-b2e1-6a66a78536b9Wed, 24 Jan 2024 16:10:00 -040028:36falsefull114114How to Empower Clients to Invest in Healthy LongevityHow to Empower Clients to Invest in Healthy LongevityRyan 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.

]]>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.

]]>52c11786-865e-4561-aee8-fa7f89c93defWed, 10 Jan 2024 15:37:00 -040025:52falsefull113113How to Identify Your Clients' Money StyleHow to Identify Your Clients' Money StyleClients 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.

]]>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.

]]>d6f9f448-f020-4f5c-8902-c7ae0b705fe8Tue, 28 Nov 2023 15:33:00 -040024:28falsefull111111How the First 100 Days Impacts Your Clients RelationshipsHow the First 100 Days Impacts Your Clients RelationshipsThe first 100 days determines the longevity of your client relationship. Libby Greiwe, host of the Efficient Advisor Podcast, details how to elevate your onboarding process so clients can become referral-generator machines.

Libby Greiwe is not affiliated with Hartford Funds

]]>The first 100 days determines the longevity of your client relationship. Libby Greiwe, host of the Efficient Advisor Podcast, details how to elevate your onboarding process so clients can become referral-generator machines.

Libby Greiwe is not affiliated with Hartford Funds

]]>4ec83a75-d3d0-4614-b430-d11ea59590a8Mon, 30 Oct 2023 10:33:00 -040029:32falsefull109109Fixed Income: Wasn't This Year Supposed To Be Better?Fixed Income: Wasn't This Year Supposed To Be Better?Whether or not the Fed decides to raise rates in November, there are more important things that long-term investors should focus on. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, returns to the podcast to discuss where he sees opportunity within fixed income.

]]>Whether or not the Fed decides to raise rates in November, there are more important things that long-term investors should focus on. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, returns to the podcast to discuss where he sees opportunity within fixed income.

]]>57f88165-52e1-4481-a772-36cb8aed4ca6Wed, 18 Oct 2023 09:37:00 -040035:30falsefull108108How to Know if Your Clients are Living in the Right Place at the Right TimeHow to Know if Your Clients are Living in the Right Place at the Right TimeRyan Frederick, founder and CEO of Here, explains why "home" is not necessarily a physical location and can change over time—making it an important aspect of retirement planning.

Webinar Registration Link: https://www.here.life/interest-list-for-webinar-for-FA

Ryan Frederick is not affiliated with Hartford Funds

]]>Ryan Frederick, founder and CEO of Here, explains why "home" is not necessarily a physical location and can change over time—making it an important aspect of retirement planning.

Webinar Registration Link: https://www.here.life/interest-list-for-webinar-for-FA

Ryan Frederick is not affiliated with Hartford Funds

]]>03417f7a-2783-4459-ad5f-34a680549dd2Mon, 02 Oct 2023 10:46:00 -040028:37falsefull107107How to Build an Onboarding Process That Creates Lifelong ClientsHow to Build an Onboarding Process That Creates Lifelong ClientsOnboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.

]]>Onboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.

]]>cd27782c-fa8d-48ee-87d9-b5980e0b72fbMon, 18 Sep 2023 10:28:00 -040029:20falsefull106106How to Create CPA Partnerships to Build Your PracticeHow to Create CPA Partnerships to Build Your PracticePartnering with CPA firms can be a big part of business for most financial professionals. Jon Kuttin returns to the podcast and shares how to leverage CPA partnerships to grow your practice.

]]>Partnering with CPA firms can be a big part of business for most financial professionals. Jon Kuttin returns to the podcast and shares how to leverage CPA partnerships to grow your practice.

]]>88f4bb64-0778-4cd9-99f8-3e394339316dMon, 21 Aug 2023 10:05:00 -040034:07falsefull104104How to Discuss Brain Health With Your Aging ClientsHow to Discuss Brain Health With Your Aging ClientsAs financial advice evolves from just a transactional relationship, financial professionals can benefit by taking an interest in their clients' brain health. Dr. Marc Milstein shares easy lifestyle changes to share with your clients.

]]>As financial advice evolves from just a transactional relationship, financial professionals can benefit by taking an interest in their clients' brain health. Dr. Marc Milstein shares easy lifestyle changes to share with your clients.

]]>4f9028a9-2b1e-4e05-898a-934094a66384Mon, 07 Aug 2023 16:31:00 -040049:08falsefull103103How to Create a Leadership Culture That Drives ResultsHow to Create a Leadership Culture That Drives ResultsBeing a leader and being a financial professional are two separate roles. Jon Kuttin, CEO of Kuttin Consulting Group, shares tactics to help shift your focus from execution to leadership in your practice.

]]>Being a leader and being a financial professional are two separate roles. Jon Kuttin, CEO of Kuttin Consulting Group, shares tactics to help shift your focus from execution to leadership in your practice.

]]>1ae17c70-fa96-4ebc-9502-4403d6e5f3d2Wed, 26 Jul 2023 00:00:00 -040038:23falsefull102102How to Implement Behavioral Finance Into Your PracticeHow to Implement Behavioral Finance Into Your PracticeThere's been a profound shift from strictly transactional to relationship-based advice in the financial industry. Brian Portnoy, founder of Shaping Wealth, explains what behavioral finance is and how it will impact your practice.

]]>There's been a profound shift from strictly transactional to relationship-based advice in the financial industry. Brian Portnoy, founder of Shaping Wealth, explains what behavioral finance is and how it will impact your practice.

]]>f27221f5-a049-45a3-bfe3-733261ff1392Wed, 12 Jul 2023 16:45:00 -040026:27falsefull101101How a Bucketing Approach May Lessen Client AnxietyHow a Bucketing Approach May Lessen Client AnxietyBucketing retirement portfolios is a great tool for financial professionals. Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, shares how this healthy form of “mental accounting” can help clients better envision their financial future.

]]>Bucketing retirement portfolios is a great tool for financial professionals. Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, shares how this healthy form of “mental accounting” can help clients better envision their financial future.

]]>6a96d711-77b5-4c79-9380-2460bbeb004eWed, 28 Jun 2023 02:50:00 -040028:38falsefull100100Special Edition: The Fed Hits Pause: What Comes Next?Special Edition: The Fed Hits Pause: What Comes Next?Join us for a special edition episode in which our Fixed-Income Strategist, Amar Reganti, reacts to the latest Federal Reserve announcement from June 14th. 

]]>Join us for a special edition episode in which our Fixed-Income Strategist, Amar Reganti, reacts to the latest Federal Reserve announcement from June 14th. 

]]>098d92ec-db97-4167-b219-db959317617cFri, 16 Jun 2023 12:54:00 -040017:01falsebonusHow to Create Frictionless Advice That Your Clients Will ImplementHow to Create Frictionless Advice That Your Clients Will ImplementMost of your clients will only implement 20% of your recommendations. Brendan Frazier, founder of Wired Planning, shares tips on creating advice your clients will actually follow.

]]>Most of your clients will only implement 20% of your recommendations. Brendan Frazier, founder of Wired Planning, shares tips on creating advice your clients will actually follow.

]]>97b3487f-2251-4408-b784-067165915476Wed, 14 Jun 2023 00:00:00 -040025:19falsefull9999How to Think Outside the 4% RuleHow to Think Outside the 4% RuleDoes the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits.

]]>Does the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits.

]]>4171547a-79f5-4112-b76a-d262b52b4367Tue, 30 May 2023 14:37:00 -040025:54falsefull9898How Prioritizing Your Mental Wellbeing Can Impact Your BusinessHow Prioritizing Your Mental Wellbeing Can Impact Your BusinessAs financial professionals, we consider our clients' physical and mental health—but overlook the importance of our own. Brian Portnoy, founder of Shaping Wealth, sheds light on a difficult topic and how to make it a focus going forward.

]]>As financial professionals, we consider our clients' physical and mental health—but overlook the importance of our own. Brian Portnoy, founder of Shaping Wealth, sheds light on a difficult topic and how to make it a focus going forward.

]]>52a9b690-d29d-4e68-bd45-cd1fc63e1683Mon, 15 May 2023 11:32:00 -040034:10falsefull9797How to Help Clients Envision Their Friendship Network in RetirementHow to Help Clients Envision Their Friendship Network in RetirementLife's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events.

]]>Life's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events.

]]>aed44204-c959-45f1-8636-75b607df611fWed, 03 May 2023 14:40:00 -040026:52falsefull9696A Test for the Global EconomyA Test for the Global EconomyThe collapse of several banks has heightened recession risk nd is likely to lead to tighter credit conditions for both businesses and consumers. Nanette Abuhoff Jacobson returns to the podcast and shares her thoughts on inflation, a looming recession, and how central banks around the world are grappling with the same issues.

]]>The collapse of several banks has heightened recession risk nd is likely to lead to tighter credit conditions for both businesses and consumers. Nanette Abuhoff Jacobson returns to the podcast and shares her thoughts on inflation, a looming recession, and how central banks around the world are grappling with the same issues.

]]>1465dcba-bc83-45e7-a30b-5d10c8dcb024Thu, 20 Apr 2023 07:29:00 -040048:55falsefull9595How to Build Client Trust with the Human Side of AdviceHow to Build Client Trust with the Human Side of AdviceConnecting to your clients on an emotional level builds trust and impacts their lives--and your business. Brendan Frazier, founder of Wired Planning and host of "The Human Side of Money" podcast, discusses how having emotionally connected clients leads to more valuable financial advice.

]]>Connecting to your clients on an emotional level builds trust and impacts their lives--and your business. Brendan Frazier, founder of Wired Planning and host of "The Human Side of Money" podcast, discusses how having emotionally connected clients leads to more valuable financial advice.

]]>ffe67548-0618-4c24-b870-ceee2b0b0be8Tue, 04 Apr 2023 09:20:00 -040027:34falsefull9494How the Financial Services Industry Can Attract the Next Generation of TalentHow the Financial Services Industry Can Attract the Next Generation of TalentJoin us for a special episode during Women’s History Month as we welcome Katlyn Grasso, Founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can change their current perception to recruit and retain the next generation of talented women.

]]>Join us for a special episode during Women’s History Month as we welcome Katlyn Grasso, Founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can change their current perception to recruit and retain the next generation of talented women.

]]>22f791c1-aabe-47ce-9a2d-b738aabcf393Wed, 22 Mar 2023 14:31:00 -040039:16falsefull9393How to Speak 401(k) With Your ClientsHow to Speak 401(k) With Your ClientsDon’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.

Rick Unser is not affiliated with Hartford Funds

]]>Don’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.

Rick Unser is not affiliated with Hartford Funds

]]>b8967831-d176-4273-8bc2-c6f0a6278521Wed, 08 Mar 2023 12:17:00 -040025:38falsefull9292Divided Government: What Comes Next?Divided Government: What Comes Next?Despite high levels of polarization, financial markets love divided government. JT Taylor is back on the podcast to explain key policy areas in which the parties agree and disagree—and how this could impact markets this year.

]]>Despite high levels of polarization, financial markets love divided government. JT Taylor is back on the podcast to explain key policy areas in which the parties agree and disagree—and how this could impact markets this year.

]]>046f72dc-cf9e-471d-9857-3ae5d24f879cWed, 22 Feb 2023 09:59:00 -040042:06falsefull9191How Client Relationships Influence Your Sense of SuccessHow Client Relationships Influence Your Sense of SuccessHow do you define success? Financial professionals may not realize how much growth and achievement they gain from nurturing client relationships as they guide them through major life events and important decisions.

]]>How do you define success? Financial professionals may not realize how much growth and achievement they gain from nurturing client relationships as they guide them through major life events and important decisions.

]]>62092c78-d48a-47cd-ab6b-cfaae890678cWed, 08 Feb 2023 15:04:00 -040025:58falsefull9090How to Incorporate 401(k) Planning Into Your Current Book of BusinessHow to Incorporate 401(k) Planning Into Your Current Book of BusinessThere's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.

Rick Unser is not affiliated with Hartford Funds

]]>There's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.

Rick Unser is not affiliated with Hartford Funds

]]>1cc54807-f30b-442d-82e7-6911425b4c9dWed, 25 Jan 2023 14:41:00 -040024:36falsefull8989How Financial Professionals Can Find New Wealth in Family Owned BusinessesHow Financial Professionals Can Find New Wealth in Family Owned BusinessesWhen it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market.

David Specht is not affiliated with Hartford Funds

]]>When it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market.

David Specht is not affiliated with Hartford Funds

]]>9767d704-9731-43ec-abc7-ab249145aff6Thu, 12 Jan 2023 00:15:00 -040024:27falsefull8888A Look Back at 2022A Look Back at 2022John 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!

]]>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!

]]>320ba878-ee5c-4522-aa8a-89e154ea80fbWed, 14 Dec 2022 10:05:00 -040032:21falsefull8787How Client Workshops Can Transform Your Longevity Planning BusinessHow Client Workshops Can Transform Your Longevity Planning BusinessFinancial

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.

]]>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.

]]>07b37e9d-ee33-41b8-9d75-43d3198244deThu, 01 Dec 2022 14:02:00 -040024:50falsefull8686How the Family Unit is Redefining Your Client RelationshipsHow the Family Unit is Redefining Your Client RelationshipsFamily 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.

]]>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.

]]>da6312a3-892c-41ec-a40e-a99e68f524acWed, 16 Nov 2022 13:37:00 -040023:49falsefull8585Reflections on a Wild Year for Fixed IncomeReflections on a Wild Year for Fixed IncomeAlthough 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.

]]>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.

]]>b7b1deac-d02c-4cba-9387-7c64d30a9af0Wed, 02 Nov 2022 15:56:00 -040047:40falsefull8484How to Implement Longevity Planning Into Your PracticeHow to Implement Longevity Planning Into Your PracticeIt’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.

]]>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.

]]>269bbf90-2f00-45ff-8d11-41e38a318a5aWed, 19 Oct 2022 14:00:00 -040026:14falsefull8383Handicapping the Contentious Midterm ElectionsHandicapping the Contentious Midterm ElectionsThe 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.

]]>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.

]]>ccbe90a9-c1a7-4d39-81f1-11d796f8e3c8Wed, 05 Oct 2022 11:01:00 -040046:58falsefull8282How to Incorporate Health Planning into Your PracticeHow to Incorporate Health Planning into Your PracticeRising 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.

]]>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.

]]>f2cd5f56-bb9e-48e8-9267-f0b4dd6e092fWed, 21 Sep 2022 11:39:00 -040024:55falsefull8181How to Uncover Your Clients' Needs through StorytellingHow to Uncover Your Clients' Needs through StorytellingHow do you respond when clients confide in you? Tim Owings, PhD, shares actionable steps for building openness and communication through storytelling.

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

]]>0b5fd3e7-789c-4ca9-ae19-46d2f0131996Wed, 07 Sep 2022 14:13:00 -040023:07falsefull8080How to Plan for Health Costs by Aligning Client Needs with CoverageHow to Plan for Health Costs by Aligning Client Needs with CoverageMore 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

]]>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

]]>dea727fd-ff62-43f4-abed-a1e5928910c5Thu, 25 Aug 2022 15:00:00 -040023:43falsefull7979How to Sharpen Your Storytelling Skills to Benefit Your BusinessHow to Sharpen Your Storytelling Skills to Benefit Your BusinessWe 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.

]]>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.

]]>9ee2c746-af5f-4fc4-bd2e-713f0710802dWed, 10 Aug 2022 10:29:00 -040022:42falsefull7878Playing Chess Against Central BanksPlaying Chess Against Central BanksSchroders CIO Johanna Kyrklund discusses why investors need to be both strategic and tactical while managing their portfolios as central banks change policies.

]]>Schroders CIO Johanna Kyrklund discusses why investors need to be both strategic and tactical while managing their portfolios as central banks change policies.

]]>c14f32b0-c9fd-4ed5-bcd6-46af61284bc1Thu, 28 Jul 2022 09:54:00 -040034:59falsefull7777Dividends Are (Finally) Getting Some LoveDividends Are (Finally) Getting Some LovePortfolio Manager Matt Baker explains why rising rates and high inflation have investors giving dividend-paying stocks a fresh look after an extended period of lagging growth stocks.

]]>Portfolio Manager Matt Baker explains why rising rates and high inflation have investors giving dividend-paying stocks a fresh look after an extended period of lagging growth stocks.

]]>d1020728-b610-4f81-bfdd-31e32a97ff7bWed, 13 Jul 2022 00:00:00 -040034:06falsefull7676How to Use Facebook for ProspectingHow to Use Facebook for ProspectingWhen financial professionals think about Facebook, they ultimately want to know how to get more business from it. Stephen Boswell returns to the podcast to give helpful tips on how to utilize this network as another marketing strategy.

]]>When financial professionals think about Facebook, they ultimately want to know how to get more business from it. Stephen Boswell returns to the podcast to give helpful tips on how to utilize this network as another marketing strategy.

]]>bfb72718-1c3a-4a9a-b5aa-353e283e2bfbThu, 30 Jun 2022 07:07:00 -040026:03falsefull7575How to Navigate Difficult Conversations with ClientsHow to Navigate Difficult Conversations with ClientsThere’s no denying many are on edge these days. Business Psychologist Barbara Kay gives practical strategies to keep calm if tensions ever flare while working with clients.

Barbara Kay is not affiliated with Hartford Funds

]]>There’s no denying many are on edge these days. Business Psychologist Barbara Kay gives practical strategies to keep calm if tensions ever flare while working with clients.

Barbara Kay is not affiliated with Hartford Funds

]]>f2a1f869-07ad-491f-b6ef-4bb446821942Thu, 02 Jun 2022 00:00:00 -040023:01falsefull7373How to Help Clients Age with DignityHow to Help Clients Age with DignityClients sometimes feel they’re a burden to their children—especially when it comes to retirement planning. Patti Brennan discusses how financial professionals can lessen that burden and help open up communication and transparency within the family.

Patti Brennan is not affiliated with Hartford Funds

]]>Clients sometimes feel they’re a burden to their children—especially when it comes to retirement planning. Patti Brennan discusses how financial professionals can lessen that burden and help open up communication and transparency within the family.

Patti Brennan is not affiliated with Hartford Funds

]]>c330db06-7924-4402-9528-f41a0492d1eaThu, 19 May 2022 00:00:00 -040021:58falsefull7272How Will the Headlines of Today Shape Financial Professional Businesses of TomorrowHow Will the Headlines of Today Shape Financial Professional Businesses of TomorrowThe last few years have been filled with events that have rattled both markets and clients. Industry expert Michael Kitces discusses the impacts of these events on client relationships and advisors' businesses.

Michael Kitces is not affiliated with Hartford Funds

]]>The last few years have been filled with events that have rattled both markets and clients. Industry expert Michael Kitces discusses the impacts of these events on client relationships and advisors' businesses.

Michael Kitces is not affiliated with Hartford Funds

]]>8346dd55-dece-4a9b-82d2-0d3c678e093eThu, 05 May 2022 00:00:00 -040045:52falsefull7171How to Rebuild Team Bonds and Culture in the WorkplaceHow to Rebuild Team Bonds and Culture in the WorkplaceAfter two full years of disrupted work and life, your team members have changed—and so has the work dynamic. Barbara Kay shares ways to rebuild strong team connections while embracing a new culture in the workplace.

Barbara Kay is not affiliated with Hartford Funds

]]>After two full years of disrupted work and life, your team members have changed—and so has the work dynamic. Barbara Kay shares ways to rebuild strong team connections while embracing a new culture in the workplace.

Barbara Kay is not affiliated with Hartford Funds

]]>0ae2c5e1-822f-44d2-b06e-f7cf5dd9cf6aThu, 21 Apr 2022 00:00:00 -040023:31falsefull7070How to Make Financial Planning a Family AffairHow to Make Financial Planning a Family AffairPatti Brennan discusses the importance of establishing a bond with the next generation and provides easy steps that financial professionals can use to prepare their clients—and their children—for the future.

Patti Brennan is not affiliated with Hartford Funds

]]>Patti Brennan discusses the importance of establishing a bond with the next generation and provides easy steps that financial professionals can use to prepare their clients—and their children—for the future.

Patti Brennan is not affiliated with Hartford Funds

]]>9169bd98-50e3-4feb-81ed-6369cdbed3abWed, 06 Apr 2022 09:27:00 -040024:19falsefull6969How Strategic Short Cuts Can Make Your Business and Life EasierHow Strategic Short Cuts Can Make Your Business and Life EasierDave Ingram discusses how optimizing your physical and social environment can help you obtain better results in business and in life

]]>Dave Ingram discusses how optimizing your physical and social environment can help you obtain better results in business and in life

]]>436c2a0c-3022-4319-92c9-68902c89fe13Thu, 24 Mar 2022 00:45:00 -040026:52falsefull6868Inflation Is Here to Stay! Here’s How to Prepare For ItInflation Is Here to Stay! Here’s How to Prepare For ItInflation is at a 40-year high with no signs of abating, and the Fed may already be behind the curve. Jon Mackay, head of sales at Schroders, explains how investors can adapt to a high-inflation environment. 

Jon Mackay is not affiliated with Hartford Funds

]]>Inflation is at a 40-year high with no signs of abating, and the Fed may already be behind the curve. Jon Mackay, head of sales at Schroders, explains how investors can adapt to a high-inflation environment. 

Jon Mackay is not affiliated with Hartford Funds

]]>d27efd27-748b-4021-8741-f2d2aca6125dThu, 10 Mar 2022 00:00:00 -040035:09falsefull6767Survey Results: Does Gender and Age Impact the Way Investors Want Financial AdviceSurvey Results: Does Gender and Age Impact the Way Investors Want Financial AdviceHartford Funds surveyed investors of different genders and generations about how they want to receive financial advice and marketing materials. John and Julie discuss the findings and examine what they mean for financial professionals.

]]>Hartford Funds surveyed investors of different genders and generations about how they want to receive financial advice and marketing materials. John and Julie discuss the findings and examine what they mean for financial professionals.

]]>2713af4d-6cfd-4344-b031-1d6cb9ad534eThu, 24 Feb 2022 11:00:00 -040024:41falsefull6666Must-Do’s for Your Facebook Business StrategyMust-Do’s for Your Facebook Business StrategyHow to apply awareness, engagement, and conversion methods on Facebook to get prospects coming to you.

Stephen Boswell and Oechsli are not affiliated with Hartford Funds

]]>How to apply awareness, engagement, and conversion methods on Facebook to get prospects coming to you.

Stephen Boswell and Oechsli are not affiliated with Hartford Funds

]]>283850d6-a395-4e0a-b714-16f731cac19dThu, 10 Feb 2022 09:03:00 -040023:38falsefull6565How to Make Entry Into Retirement EasierHow to Make Entry Into Retirement EasierAccording to the MIT AgeLab, retirement is made up of four phases. The Honeymoon Phase is the first one. Advertising portrays this phase as being filled with beaches, bike riding, and golf. Initially, retirees may think, “This is the life.” But after a while, these activities can become routine and not provide the happiness they expected. Find out how to help clients make their transition into retirement.

Dr. Joe Coughlin is not affiliated with Hartford Funds

]]>According to the MIT AgeLab, retirement is made up of four phases. The Honeymoon Phase is the first one. Advertising portrays this phase as being filled with beaches, bike riding, and golf. Initially, retirees may think, “This is the life.” But after a while, these activities can become routine and not provide the happiness they expected. Find out how to help clients make their transition into retirement.

Dr. Joe Coughlin is not affiliated with Hartford Funds

]]>5c911e4c-286e-4a38-b159-ad79a2bc52ffWed, 26 Jan 2022 09:07:00 -040018:37falsefull6464How To Help Clients Who Feel Retirement Is Out of ReachHow To Help Clients Who Feel Retirement Is Out of ReachDo you work with individuals and couples who not only feel like they’re behind in saving for retirement and think the idea of ever achieving it is impossible? Find out why helping them requires both art and science, new levels of creativity, and a focus on simple habits rather than total solutions.

Robert Laura is not affiliated with Hartford Funds

]]>Do you work with individuals and couples who not only feel like they’re behind in saving for retirement and think the idea of ever achieving it is impossible? Find out why helping them requires both art and science, new levels of creativity, and a focus on simple habits rather than total solutions.

Robert Laura is not affiliated with Hartford Funds

]]>212a6c6b-001a-4c39-b1db-29e76caa8396Thu, 13 Jan 2022 15:11:00 -040025:03falsefull6363The Number That Will Transform Retirement for Your ClientsThe Number That Will Transform Retirement for Your ClientsAs lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Therefore, investors should be preparing for four retirements instead of one.

Dr. Joe Coughlin is not affiliated with Hartford Funds

]]>As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Therefore, investors should be preparing for four retirements instead of one.

Dr. Joe Coughlin is not affiliated with Hartford Funds

]]>8fe152be-d911-4ea4-8f3c-99f6136b13cdWed, 29 Dec 2021 00:00:00 -040019:37falsefull62622022 Market Outlook2022 Market OutlookWhat surprises may lay ahead for investors? Nanette Abuhoff Jacobson shares her outlook and positioning ideas for the year ahead.

]]>What surprises may lay ahead for investors? Nanette Abuhoff Jacobson shares her outlook and positioning ideas for the year ahead.

]]>aa1d79ff-1b37-4c05-b072-3abcd67c36d9Wed, 15 Dec 2021 09:57:00 -040045:16falsefull6161Retirement Wisdom From Plato (and Others)Retirement Wisdom From Plato (and Others)What if the great thinkers like Plato, Socrates, and Confucius had retirement figured out thousands of years ago? Discover how ancient wisdom can lead to retirement satisfaction.

Robert Laura is not affiliated with Hartford Funds.

]]>What if the great thinkers like Plato, Socrates, and Confucius had retirement figured out thousands of years ago? Discover how ancient wisdom can lead to retirement satisfaction.

Robert Laura is not affiliated with Hartford Funds.

]]>0f9c04c6-69f9-41af-8241-a5b9720eb928Wed, 01 Dec 2021 13:58:00 -040022:32falsefull6060How to Create a High Performance TeamHow to Create a High Performance TeamIn our first episode in this new format, Coach Jay Wright of Villanova Basketball discusses what coaching college national championship teams and Olympic gold medalists can teach you about team-building.

Watch on YouTube: https://youtu.be/9OO_YQDJlk8

Jay Wright is not affiliated with Hartford Funds.

]]>In our first episode in this new format, Coach Jay Wright of Villanova Basketball discusses what coaching college national championship teams and Olympic gold medalists can teach you about team-building.

Watch on YouTube: https://youtu.be/9OO_YQDJlk8

Jay Wright is not affiliated with Hartford Funds.

]]>0b572dd0-9481-438e-b56d-5e622af57019Wed, 17 Nov 2021 09:00:00 -040042:19falsefull5959