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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 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.

Listen Now >  Download Now >

Download Transcript »

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.

Listen Now >  Download Now >

Download Transcript »

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.

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Download Transcript »

Personal branding worksheet »

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


Episode 6 - Time Management – Overcoming the Bottleneck in Your Business
July 2, 2017 – (27:05)

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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.

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Download Transcript »

Time Management Worksheet »

Time Management Webinar Replay »

Brian Margolis and ProductivityGiant.com are not affiliates or subsidiaries of Hartford Funds. 


Episode 5 - How to Create Your Personal Brand
June 2, 2017 – (25:11)

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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)

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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)

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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.

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Download Transcript »

Get our Five Ways Technology Will Change the Way We Age client whitepaper and client workbook.

Visit our Five Ways Technology Will Change the Way We Age landing page for additional resources.


Episode 2 - The Future of Advice
April 2, 2017 (22:02)

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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.

Listen Now >  Download Now >

Download Transcript »

View the Future of Advice diagram

Get our Future of Advice whitepaper written by Dr. Coughlin (note: you’ll need to login or register to get the whitepaper)

Hartford Funds & MIT AgeLab resources


Episode 1 - 8,000 Days of Retirement
March 2, 2017 (24:02)

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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

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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., 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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