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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 or Spotify, and watch the video version on YouTube.
128: How to Leverage Client Relationships to Define Your Brand and Value
August 8, 2024 – (53:11)
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.
Michael Morrison is not affiliated with Hartford Funds.
127: Rates, the Fed and Republicans vs Democrats
July 25, 2024 – (31:55)
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.
Nanette Abuhoff Jacobson is not affiliated with Hartford Funds
126: An Inside Look at the Financial Services Industry in the Media
July 11, 2024 – (53:11)
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
125: How Financial Professionals Can Use Panel Programs to Build Longevity Networks
June 27, 2024 – (25:04)
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.
Amanda Stahl is not affiliated with Hartford Funds
124: How a Digital Presence can Transform you From Financial Professional to Thought Leader
June 13, 2024 – (31:29)
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.
Kevin Nichols is not affiliated with Hartford Funds
123: How to Get Matched With Women and Underrepresented Investors
May 30, 2024 – (23:05)
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.
Lacy Garcia is not affiliated with Hartford Funds
122: How to Address the Different Needs of Women in Retirement
May 16, 2024 – (32:49)
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.
Amanda Stahl 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.
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