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A Guide to Hartford Funds
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The Reimagined Human-Centric Investing Podcast
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Applied Insights Team
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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.
81: How to Incorporate Health Planning into Your Practice
September 22, 2022 – (24:55)
Rising healthcare costs and insufficient insurance are helping drive up the retiree bankruptcy rate. Healthpilot CEO David Francis shares how financial professionals can bring together health and wealth planning to help.
David Francis is not affiliated with Hartford Funds
80: How to Uncover Your Clients’ Needs through Storytelling
September 8, 2022 – (23:07)
How do you respond when clients confide in you? Tim Owings, PhD, shares actionable steps for building openness and communication through storytelling.
Tim Owings is not affiliated with Hartford Funds
79: How to Plan for Health Costs by Aligning Client Needs with Coverage
August 25, 2022 – (23:43)
More than 90% of seniors have Medicare coverage that they’re paying too much for and that doesn’t match their coverage needs. Healthpilot CEO David Francis dives into how financial professionals can help their clients re-evaluate healthcare costs and provide easy solutions to potentially save them thousands of dollars.
78: How to Sharpen Your Storytelling Skills to Benefit Your Business
August 11, 2022 – (22:42)
We forget data, but we remember stories. Tim Owings, PhD explains how storytelling can deepen your client relationships, then shares the key components to building your own impactful stories.
77: Playing Chess Against Central Banks
July 28, 2022 – (34:59)
Schroders CIO Johanna Kyrklund discusses why investors need to be both strategic and tactical while managing their portfolios as central banks change policies.
76: Dividends Are (Finally) Getting Some Love
July 14, 2022 – (34:09)
Portfolio Manager Matt Baker explains why rising rates and high inflation have investors giving dividend-paying stocks a fresh look after an extended period of lagging growth stocks.
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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