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A Guide to Hartford Funds
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The Human-Centric Investing Podcast
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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.
111: How to Identify Your Clients’ Money Style
November 30, 2023 – (29:22)
Clients relate to their money and their financial professional based on their "money style." Barbara Kay, business psychology coach, shares how to identify and tailor your communication to clients based on their particular style.
Barbara Kay is not affiliated with Hartford Funds
110: Special Episode: Live From Our Home Office with Hartford Funds President, Jim Davey
November 16, 2023 – (41:03)
Join us for our first live podcast episode with special guest, Jim Davey, who discusses lessons in leadership and the evolution of the asset-management industry.
Special Edition: Fed Meeting Reaction and Outlook
November 2, 2023 – (13:25)
Join us for a special edition episode in which our Fixed-Income Investment Specialist, Joe Boyle, reacts to the latest Federal Reserve meeting from November 1st.
109: How the First 100 Days Impacts Your Clients Relationships
November 2, 2023 – (29:33)
The first 100 days determines the longevity of your client relationship. Libby Greiwe, host of the Efficient Advisor Podcast, details how to elevate your onboarding process so clients can become referral-generator machines.
Libby Greiwe is not affiliated with Hartford Funds
108: Fixed Income: Wasn't This Year Supposed To Be Better?
October 19, 2023 – (35:30)
Whether or not the Fed decides to raise rates in November, there are more important things that long-term investors should focus on. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, returns to the podcast to discuss where he sees opportunity within fixed income.
107: How to Know if Your Clients are Living in the Right Place at the Right Time
October 5, 2023 – (28:36)
Ryan Frederick, founder and CEO of Here, explains why "home" is not necessarily a physical location and can change over time--making it an important aspect of retirement planning.
Ryan Frederick is not affiliated with Hartford Funds
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.
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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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