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Human-centric Investing Podcast

A monthly podcast about the human side of investing

As much as asset managers want our business to be all about numbers, it's not. It’s about much more. It’s about investors. It’s about relationships, confidence, and trust. Hosted by John Diehl, senior vice president of Applied Insights at Hartford Funds, the Human-centric investing podcast provides financial professionals with a human look at the world of investing.

To listen or subscribe on an iPhone or Android phone, search for “human-centric investing” in your podcast app.

Episode 57 – How to overcome communication obstacles by using inclusive language
September 2, 2021 – (21:54)

In this episode, John speaks with Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds about how inclusive language can help you avoid the risk of risk of saying something that might drive a wedge between you and clients or prospects.

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Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

 

Episode 56 – Social Security, Work…or Both?
August 2, 2021 – (24:30)

In the past, deciding when to collect Social Security was simpler: working came to a hard stop and collecting began. But as many Americans now work past retirement age, it’s become more complicated.

Mike Lynch, managing director of Hartford Funds Applied Insights, explains how you can provide guidance to clients as they weigh their options.

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Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Episode 55 –Dr. Joseph Coughlin—Building Your Longevity Network (Part 2)
July 2, 2021 – (26:21)

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Dr. Coughlin sees a future where forward-thinking financial professionals will build longevity networks to meet the increasing demands of aging clients. And, as a result, they’re separating themselves from the competition. Get tips about how to start building your longevity network.

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Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

Episode 54 –Dr. Joseph Coughlin—Building Your Longevity Network (Part 1)
June 2, 2021 – (20:44)

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Retirement has changed but retirement planning hasn’t. It’s imperative that today’s practices evolve from a focus on financial security to the new business of longevity planning. Dr. Joe recommends building a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice.

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Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

Episode 53 – The Adaptation Factor: Why It Can Cause Your Team To Win Or Lose (Part 2)
May 2, 2021 – (14:49)

In this episode, John has a conversation with Dr. Kevin Elko, performance coach, about leadership. Learn why adaptability can determine your team's success. And why setting team standards was the key to Alabama’s 2020 national championship and how they can work for your team.

Dr. Elko consults with several NFL and top college football teams.

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Dr. Kevin Elko is not affiliated with Hartford Funds.

Episode 52 – Dr. Kevin Elko—The Adaptation Factor: Why It Can Cause Your Team To Win Or Lose (Part 1)
April 2, 2021 – (15:37)

In this episode, John has a conversation with Dr. Kevin Elko, performance coach, about leadership. Learn why adaptability can determine your team's success. And why setting team standards was the key to Alabama’s 2020 national championship and how they can work for your team.

Dr. Elko consults with several NFL and top college football teams.

Download Transcript »

Dr. Kevin Elko is not affiliated with Hartford Funds.

Episode 51 – How To Turn Up The Turnout On Virtual Events
March 2, 2021 – (25:55)

Now that we’ve all learned the ins and outs of video conference calls over the past year, virtual events will still be a critical tool—even as in-person events resume. However, enticing clients and prospects to attend digitally can be as challenging as filling a room used to be. Join Hartford Funds Ryan Sullivan and John Diehl as they discuss ways to not only boost attendance, but get the right clients and prospects on your next virtual event.

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Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Episode 50 – Why Financial Professionals Should Drop The 2020 Mindset
February 2, 2021 – (23:07)

Julie Genjac, managing director of Hartford Funds Applied Insights, explains the pitfalls of waiting for things to get back to normal. Learn Julie’s 3 P’s to position your practice for success in these unusual times.

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Julie Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Episode 49 – Social-Security Storytellers
January 2, 2021 – (24:30)

When it comes to taking Social Security income, there’s an array of choices that can have a life-changing impact on a client’s finances. As clients seek direction, their financial professional may feel pressured to have all the answers.

Mike Lynch, managing director of Hartford Funds Applied Insights, explains a practical yet unique resource that financial professionals often overlook: their clients who’ve already begun taking Social Security income.

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Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

2020 Episodes
2019 Episodes
2018 Episodes
2017 Episodes

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Meet the Experts

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 >

 

Director MIT AgeLab

Joseph F. Coughlin, Ph.D., is founder and Director of the Massachusetts Institute of Technology AgeLab. He teaches in MIT's Department of Urban Studies & Planning and the Sloan School’s Advanced Management Program.

Full Bio >

 

John Diehl is a registered representative of Hartford Funds Distributors, LLC.

Check the background of this firm/individual on FINRA’s BrokerCheck.

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