Human-centric Investing Podcast
A monthly podcast about the human side of investing
The Human-centric investing podcast provides financial advisors with a human look at the world of investing. Because as much as asset managers want our business to be all about numbers, it's not. It’s about much more. It’s about investors. It’s about relationships, confidence, and trust. Hosted by John Diehl, Sr. VP Strategic Markets at Hartford Funds.
To listen or subscribe on an iPhone or Android phone, search for “human-centric investing” in your podcast app.
Episode 10 -Becoming a Fountain of Knowledge
November 2, 2017 – (26:05)
In a world of swift and constant change, your clients are searching for answers to a myriad of pressing questions in their lives. In some cases, they want to satisfy their curiosity. In others, they’re trying to grasp investment insights or weigh their options. When you provide solutions to these questions, they’ll see you as an essential part of their lives.
Think of people in your life who have given you vital insights or solutions to nagging problems, or mentoring that grew your career equity—you think of them as true partners you can’t live without. No one wants to lose their fountain of knowledge.
In this podcast John Diehl interviews Tim Sanders, New York Times bestselling author and sales innovation expert, about how a financial advisor can become a fountain of knowledge.
Episode 9 - Mastering LinkedIn Prospecting
October 2, 2017 – (26:00)
Many advisors realize the potential of LinkedIn for client acquisition. But few have mastered it. That’s because LinkedIn is complex, and it doesn’t come with an instruction manual for financial advisors. Our host, John Diehl, asked Stephen Boswell, president of The Oechsli Institute about their LinkedIn research. You’ll hear best practices and action steps used by advisors who successfully acquired clients using LinkedIn and how you can too.
Episode 8 - Helping Clients Who Are Caregivers
September 2, 2017 – (22:47)
Our host, John Diehl, asked Dr. Joe Coughlin, director of the MIT AgeLab, “What in the world does financial advice have to do with caregiving?” Dr. Joe shared that 1 in 4 American families now provide upwards of 21 hours a week providing care to a loved one. how financial advisors might be able to help their clients who are experiencing, some for the first time, what it means to be a caregiver.
Episode 7 - Finding Your Competitive Edge
August 2, 2017 – (24:56)
Recognizing your talents and promoting them doesn’t always come easily. The first step in building your personal brand is defining what makes your services appealing and distinguishes you from others. This includes identifying your strengths, areas of improvement, goals, motivations, and values. Assessing them will lay the foundation for establishing your brand and marketing yourself.
Episode 6 - Time Management – Overcoming the Bottleneck in Your Business
July 2, 2017 – (27:05)
We all face the challenges of having more things to do than time to do them. So why do some advisors stay busy all day without moving the needle, while others seem to make leaps and bounds in their practice without breaking a sweat? In this episode, you’ll find out why. You’ll learn why greater success may only require you to focus on one or two activities that you're already good at.
Episode 5 - How to Create Your Personal Brand
June 2, 2017 – (25:11)
We all know that brands are important for companies, but they’re also important for you. Branding expert, Jill Slomski, shares how personal branding leads to powerful outcomes, how it helps you promote yourself and makes a lasting impression in the minds of others. It’s what people say about you when you leave the room. The result is a signature image, a unique voice, as well as standards and expectations that others can grow to recognize.
Episode 4 - Special Mother’s Day Episode
May 9, 2017 – (23:06)
John Diehl and Dr. Coughlin discuss the critical role of women in the economy, as consumers, and as decision-makers for their families. They also share MIT AgeLab’s research about the characteristics women value most when choosing and working with a financial advisor.
Episode 3 - How Technology Will Change How We Age
May 2, 2017 – (27:19)
For the next generation of retirees, one question will trump all others: How do you add life to longer lives? With smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips. Financial advisors can learn five ways the MIT AgeLab says technology will change how we age.
Episode 2 - The Future of Advice
April 2, 2017 (22:02)
John Diehl and Dr. Joe Coughlin, Director of the MIT AgeLab, discuss the evolution of financial advice and the continuum of advisor value, including transaction-based value (3:06), planning-based value (4:48), and longevity-solutions value (6:08). Dr. Coughlin also shares three resources advisors can draw upon to meet clients’ longevity expectations.
John Diehl and Dr. Joe Coughlin, Director of the MIT AgeLab discuss how financial advisors can create a new story for 8000 days of retirement. Topics covered include helping clients manage ambiguity (9:28), big decisions (11:17), complexity (14:07), and living solo (17:57).
Meet the Experts
John Diehl is senior vice president of Strategic Markets for The Hartford Mutual Funds. In his current position, John and his team are responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace.
Joseph F. Coughlin, Ph.D., is founder and Director of the Massachusetts Institute of Technology AgeLab. He teaches in MIT's Department of Urban Studies & Planning and the Sloan School’s Advanced Management Program.
Jill T. Slomski, MBA, is the President of Niche Team, LLC. where she is a marketing strategist, advisor to financial services companies, business coach, and speaker on topics including Personal Branding, Confidence, Business Growth, and Communication.
Brian Margolis, ProductivityGiant.com, Jill Slomski, Niche Team, LLC., Tim Sanders and the MIT AgeLab are not affiliates or subsidiaries of Hartford Funds.
John Diehl is a registered representative of Hartford Funds Distributors, LLC.
Check the background of this firm/individual on FINRA's BrokerCheck.