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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.
117: How to Strengthen Client Bonds With Emotional Intelligence
March 7, 2024 – (28:07)
Financial professionals can build deeper rapport and connection, and ultimately have happier clients, by leveraging emotional intelligence. Penny Phillips, co-founder and president of Journey Strategic Wealth, shares tips to harness your active listening skills.
Penny Phillips is not affiliated with Hartford Funds
116: How Financial Professionals Can Increase Productivity Through an Effective Nighttime Routine
February 22, 2024 – (29:13)
Without proper rest, you’re left in a state of mediocre engagement. Patrick McAndrew, CEO of Hara, teaches us how and why it’s important to properly transition the body to recover during sleep.
Patrick McAndrew is not affiliated with Hartford Funds
115: Get Ready for the Wildest Election Ever
February 8, 2024 – (37:12)
JT Taylor, senior political analyst, is back to discuss everything from the debt and deficit, tax cuts, third-party candidates, legislation, and which party will likely control the House, Senate, and White House.
JT Taylor is not affiliated with Hartford Funds
114: How Forecasting Errors Can Wreck Your Clients’ Retirement
January 25, 2024 – (28:36)
Clients don’t always understand the consequences of their spending today on their retirement. Barbara Kay explains how financial professionals can improve their forecasting skills to change harmful habits.
Barbara Kay is not affiliated with Hartford Funds
113: How to Empower Clients to Invest in Healthy Longevity
January 11, 2024 – (25:52)
Ryan Frederick returns to the podcast to discuss his “Right Place” assessment and the importance of lifestyle environment, another great resource financial professionals can use to educate their clients on healthy longevity.
Ryan Frederick 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.