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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 16 – The Rolling Marketing Calendar
May 2, 2018 – (25:45)

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Many advisors want to be perceived by their clients as more than just the investment person. But that can be difficult if you’re only meeting once a year to review their investments and future goals. Jill Slomski, president of Niche Team, LLC, explains how to plan and implement a 12 month rolling marketing calendar to connect with clients at events on a more regular basis. It’s easier than you think. The results: increased client loyalty, more referrals and fun.

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Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds


Episode 15 – The Future of Work
April 2, 2018 – (25:31)

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Sixty five percent of baby boomer workers plan to work past age 65 or do not plan to retire.* Dr. Joe Coughlin, director of the MIT AgeLab, shares how employers can gain a competitive advantage by embracing a five-generation workplace and how aging workers’ mindsets and attitudes may need to change.

*Source: Transamerica Center for Retirement Studies, Ready or Not: Baby Boomers Are Revolutionizing Retirement, 12/18/14. Most recent data available used.

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The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds


Episode 14 – Creating a Retirement Mentorship Program
March 2, 2018 – (19:31)

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Many Americans look forward to retirement but often find themselves caught completely off guard by how dramatically different life after working can be. The shift isn’t always smooth, as we often assume, and clients are left wondering how to manage an array of new challenges. Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, discusses a unique concept he uses to help pre- or newly-retired clients transition to this new phase of life successfully—and practical steps towards implementing a program in your own practice.


Episode 13 – Fill Your Prospecting Funnel
February 2, 2018 – (24:31)

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We all want a steady flow of new business coming our way. But we get caught up in caring for clients on a day-to-day, need-by-need basis which results in us neglecting our pipeline for new sales. Jill Slomski, president of Niche Team, explains how to analyze your top 25 clients to build a prospecting funnel. She conveys how to be less reactive and more proactive about building your practice. She also explains how to find similarities among your best clients to create your ideal client profile. Jill provided a sample worksheet that you can get in the show notes.

Listen Now >  Download Now >

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Download Worksheet »

Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds


Episode 12 - Breaking the Habit of Putting Off Hard Decisions
January 2, 2018 – (09:47)

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In this episode, we’ll explore what's called 'present bias.' It is the tendency to make choices that are biased toward whatever is easiest to do right now. We'll discuss how you can help your clients overcome this very human inclination to put off the hard decisions. Personal finance expert Farnoosh Torabi interviews one of the intellectual godfathers of behavioral economics, Professor David Laibson. He chairs the economics department at Harvard University and he leads the university's Foundations of Human Behavior initiative.

Listen Now >  Download Now >

Download Transcript »

Human-centric investing  landing page 

Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.


Episode 11 - The Science of Choice Architecture
December 2, 2017 – (09:54)

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Personal finance expert Farnoosh Torabi and Professor David Laibson of the Harvard University Economics Department talk about how financial advisers can use the science of choice architecture to structure the way their clients make choices, helping them arrive at better outcomes.

Listen Now >  Download Now >

Download Transcript »

Human-centric investing  landing page 

Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.


Episode 10 -Becoming a Fountain of Knowledge
November 2, 2017 – (26:05)

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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.

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From Optional to Essential resources landing page 

Tim Sanders, founder of Deeper Media, Inc., is not an affiliate or subsidiary of Hartford Funds.


Episode 9 - Mastering LinkedIn Prospecting
October 2, 2017 – (26:00)

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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.

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Mastering LinkedIn resources landing page 

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.


Episode 8 - Helping Clients Who Are Caregivers
September 2, 2017 – (22:47)

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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.

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Helping Clients Who Are Caregivers article with client white paper

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.


Episode 7 - Finding Your Competitive Edge
August 2, 2017 – (24:56)

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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.

Listen Now >  Download Now >

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Personal branding worksheet »

Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds.

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Meet the Experts

John-Diehl_02-14

John D. Diehl

Senior Vice President, Strategic Markets, Hartford Funds

   Full Bio

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.

JosephCoughlin

Dr. Joseph Coughlin

Director MIT AgeLab

   Full Bio

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.

JillSlomskiPodcast

Jill T. Slomski, MBA

President of Niche Team, LLC

   Full Bio

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.

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