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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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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.

David Francis is not affiliated with Hartford Funds

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.

Tim Owings is not affiliated with Hartford Funds

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.

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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