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 24 – How to Help Clients Who Have No Idea About What’s Coming in Retirement
January 2, 2019 – (23:30)
In this episode, Erik Strid, Founding Principal and CEO of Cencentus Wealth Advisors, explains how he’s found that offering great investment and planning advice isn’t enough anymore. His clients expect more. He uses the MIT AgeLab 8,000 Days content to provide a blueprint for what his clients can expect to experience in retirement.
Concentus Wealth Advisors and the MIT AgeLab are not affiliates or subsidiaries of Hartford Funds.
Episode 23 – How Implementing MIT AgeLab Concepts Can Differentiate Your Practice
December 2, 2018 – (28:51)
In this episode, Leon Labrecque, Managing Partner and CEO of LJPR Financial Advisors, explains why embracing and communicating MIT AgeLab longevity ideas are resonating with his clients and prospects.
The MIT AgeLab, Leon Labrecque, LJPR Financial Advisors, and Sequoia Financial Group are not affiliates or subsidiaries of Hartford Funds
Episode 22 – Retirement Plan Trends: Interview with Patrick Murphy, CEO at John Hancock Retirement Plan Services (Part two)
November 2, 2018 – (26:09)
In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about the role of advisors in the retirement plans, new tools that are helping participants prepare for retirement, and trends that are changing the retirement plan industry.
John Hancock is not an affiliate or subsidiary of Hartford Funds
Episode 21 – Social Security: What am I entitled to?
October 2, 2018 – (24:04)
Nine scenarios. That’s what a single person has to consider when claiming retirement benefits. For married couples, the available options grow to 81.1 That figure makes it easy to see why people can get overwhelmed and confused. While the most suitable option may not be the same for everyone, Mike Lynch, Managing Director of Strategic Markets at Hartford Funds, explains how you can help by sharing factors to consider.
1Married couples have 81 ways to claim Social Security. Here's how to maximize your benefits, cnbc.com, 6/6/17
Episode 20 – Retirement Plan Trends: Interview with Patrick Murphy, CEO at John Hancock Retirement Plan Services (Part one)
September 2, 2018 – (25:22)
In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about trends in the retirement plans industry, the latest results from their Financial Stress Survey and his thoughts about financial wellness.
Episode 19 – Word of Mouth Influence Hierarchy (Part Two)
August 2, 2018 – (24:01)
In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the third and fourth levels of the Word of Mouth Influence Hierarchy: Activating Conversations and Emotionally Connecting.
Episode 18 – Word of Mouth Influence Hierarchy (Part one)
July 2, 2018 – (26:11)
Have your referrals plateaued? That could be because it can be awkward to ask for referrals, and clients don’t like being asked to give them. Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with advisors: the number of referrals received in the past year.
In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the first two levels of the Word of Mouth Influence Hierarchy: Exceeding professional expectations and emotionally connecting with clients.
Episode 17 – Social Security: The “What” vs. The “When”
June 2, 2018 – (24:04)
Sixty percent of workers claim benefits before their full retirement age. By doing so, they lock in a lower-than-expected benefit for the remainder of their lives.1 Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, about a way to reframe the age-old question, “When should I begin taking Social Security income?” to better equip clients when making critical decisions about their benefits.
1When is the Best Age for Americans to Claim Social Security?, newsweek.com, 12/21/17
Episode 16 – The Rolling Marketing Calendar
May 2, 2018 – (25:45)
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.
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)
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.
Episode 14 – Creating a Retirement Mentorship Program
March 2, 2018 – (19:31)
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)
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.
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.