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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.

 

Wealth Management 2022 Industry Awards Finalist

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116: How Financial Professionals Can Increase Productivity Through an Effective Nighttime Routine

February 22, 2024 – (29:13)

Without proper rest, you’re left in a state of mediocre engagement. Patrick McAndrew, CEO of Hara, teaches us how and why it’s important to properly transition the body to recover during sleep.

Patrick McAndrew is not affiliated with Hartford Funds

115: Get Ready for the Wildest Election Ever
February 8, 2024 – (37:12)

JT Taylor, senior political analyst, is back to discuss everything from the debt and deficit, tax cuts, third-party candidates, legislation, and which party will likely control the House, Senate, and White House.

JT Taylor is not affiliated with Hartford Funds

114: How Forecasting Errors Can Wreck Your Clients’ Retirement
January 25, 2024 – (28:36)

Clients don’t always understand the consequences of their spending today on their retirement. Barbara Kay explains how financial professionals can improve their forecasting skills to change harmful habits.

Barbara Kay is not affiliated with Hartford Funds

113: How to Empower Clients to Invest in Healthy Longevity
January 11, 2024 – (25:52)

Ryan Frederick returns to the podcast to discuss his “Right Place” assessment and the importance of lifestyle environment, another great resource financial professionals can use to educate their clients on healthy longevity.

Ryan Frederick is not affiliated with Hartford Funds

112: A Look Back at 2023
December 14, 2023 – (39:48)

John and Julie take a look back at this past year and highlight a few memorable episodes from 2023. Thank you for listening to the Human-centric Investing Podcast and we’ll see you in 2024!

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

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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