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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.
75: How to Use Facebook for Prospecting
June 30, 2022 – (26:05)
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.
Stephen Boswell is not affiliated with Hartford Funds
74: How to Create Accountability to Reach Your Business Goals
June 16, 2022 – (22:20)
There is no substitute for hard work. However, the hustle and grind may only take you so far. Hartford Funds’ Dave Ingram shares tips on making sure that effort is translating to productive outcomes when it comes to your business goals.
73: How to Navigate Difficult Conversations with Clients
June 2, 2022 – (23:03)
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
72: How to Help Clients Age with Dignity
May 19, 2022 – (21:59)
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
71: How Will the Headlines of Today Shape Financial Professional Businesses of Tomorrow
May 5, 2022 – (45:56)
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 financial professionals' businesses.
Michael Kitces is not affiliated with Hartford Funds
70: How to Rebuild Team Bonds and Culture in the Workplace
April 21, 2022 – (23:33)
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
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.
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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