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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.
98: How to Think Outside the 4% Rule
June 1, 2023 – (25:54)
Does the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits.
Christine Benz is not affiliated with Hartford Funds
97: How Prioritizing Your Mental Wellbeing Can Impact Your Business
May 18, 2023 – (34:10)
As financial professionals, we consider our clients' physical and mental health—but overlook the importance of our own. Brian Portnoy, founder of Shaping Wealth, sheds light on a difficult topic and how to make it a focus going forward.
Brian Portnoy is not affiliated with Hartford Funds
96: How to Help Clients Envision Their Friendship Network in Retirement
May 4, 2023 – (26:53)
Life's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events.
Jeff Hall is not affiliated with Hartford Funds
95: A Test for the Global Economy
April 20, 2023 – (48:55)
The collapse of several banks has heightened recession risk and is likely to lead to tighter credit conditions for both businesses and consumers. Nanette Abuhoff Jacobson returns to the podcast and shares her thoughts on inflation, a looming recession, and how central banks around the world are grappling with the same issues.
94: How to Build Client Trust with the Human Side of Advice
April 4, 2023 – (37:23)
Connecting to your clients on an emotional level builds trust and impacts their lives--and your business. Brendan Frazier, founder of Wired Planning and host of "The Human Side of Money" podcast, discusses how having emotionally connected clients leads to more valuable financial advice.
Brendan Frazier is not affiliated with Hartford Funds
93: How the Financial Services Industry Can Attract the Next Generation of Talent
March 23, 2023 – (39:16)
In honor of Women’s History Month, we welcomed Katlyn Grasso, founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can update the way it’s perceived by recruiting and retaining the next generation of talented women.
Katlyn Grasso is not affiliated with Hartford Funds
All episodes:
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.
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.
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.
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.