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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.

 

Wealth Management 2022 Industry Awards Finalist

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135: How to Help Clients Transfer Wisdom, Not Just Wealth

November 14, 2024 – (30:15)

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

134: How to Convey to Clients the Importance of Mattering in Retirement

October 31, 2024 – (30:01)

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

133: How Your Money Style Influences Financial Decision-Making

October 17, 2024 – (30:01)

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

Kathleen Burns Kingsbury is not affiliated with Hartford Funds

132: Trump vs. Harris: What to Watch For

October 3, 2024 – (46:14)

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.

JT Taylor is not affiliated with Hartford Funds

131: How Role Setting is Vital to Your Business Planning

September 19, 2024 – (27:19)

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

Jeremy Keil is not affiliated with Hartford Funds

130: How to Build Trust and Connection With Female Clients

September 5, 2024 – (46:21)

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

Debra Ohstrom is not affiliated with Hartford Funds

All episodes:

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Wealth Management 2022 Industry Awards Finalist

listen on Apple Podcastslisten on Google Podcasts

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.

Full Bio >

 

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.

Full Bio >

Meet the HOSTS

John D. Diehl

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.

Full Bio >

 

Julie Genjac

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.

Full Bio >

 

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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