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Human-centric Investing Podcast
Can 20 minutes change your business?
Our 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.
Listen or subscribe on iTunes, Google, or Spotify, and watch the video version on YouTube.
121: How Enhancing Your Digital Presence Can Make a Better First Impression
May 2, 2024 – (35:08)
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.
Kevin Nichols is not affiliated with Hartford Funds
120: How Financial Professionals Can Build and Grow Resilient Practices
April 18, 2024 – (30:20)
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.
Penny Phillips is not affiliated with Hartford Funds
119: How Brain Breaks Enhance Work Performance and Concentration
April 4, 2024 – (27:04)
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.
Patrick McAndrew is not affiliated with Hartford Funds
118: How Women and Next Generation Clients Are Influencing Advisory Relationships
March 21, 2024 – (28:07)
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.
Lacy Garcia is not affiliated with Hartford Funds
117: How to Strengthen Client Bonds With Emotional Intelligence
March 7, 2024 – (28:07)
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.
Penny Phillips is not affiliated with Hartford Funds
116: How Financial Professionals Can Increase Productivity Through an Effective Nighttime Routine
February 22, 2024 – (29:13)
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.
Patrick McAndrew is not affiliated with Hartford Funds
All episodes:
Meet the HOSTS
Senior Vice President, Applied Insights, Hartford Funds
John Diehl is senior vice president of Applied Insights at Hartford Funds. In his current position, John and his team are responsible for engaging and educating both financial professionals and their clients about current and emerging opportunities in the financial-services marketplace.
Vice President, Applied Insights, Hartford Funds
With over 20 years of experience in the financial services industry, Julie believes that financial professionals sit in the industry’s most difficult seat. As a registered corporate coach, she has extensive experience in coaching financial professionals and their teams, to help them not just create a vision for their practice but also achieve it.
Meet the HOSTS
Senior Vice President, Applied Insights, Hartford Funds
John Diehl is senior vice president of Applied Insights at Hartford Funds. In his current position, John and his team are responsible for engaging and educating both financial professionals and their clients about current and emerging opportunities in the financial-services marketplace.
Vice President, Applied Insights, Hartford Funds
With over 20 years of experience in the financial services industry, Julie believes that financial professionals sit in the industry’s most difficult seat. As a registered corporate coach, she has extensive experience in coaching financial professionals and their teams, to help them not just create a vision for their practice but also achieve it.
John Diehl is a registered representative of Hartford Funds Distributors, LLC.
Julie L. Genjac is a registered representative of Hartford Funds Distributors, LLC.
Check the background of this firm/individual on FINRA’s BrokerCheck.