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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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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

121: How Enhancing Your Digital Presence Can Make a Better First Impression

May 2, 2024 – (35:08)

You may be doing all the right things to build your website, but if no one’s seeing it, it’s not doing anything for you. Kevin Nichols, COO of Oechsli, joins the podcast to share how to evaluate and create a more robust digital presence.

Kevin Nichols is not affiliated with Hartford Funds

All episodes:

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Wealth Management 2022 Industry Awards Finalist

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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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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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