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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 or Spotify, and watch the video version on YouTube.
175: Discovering Your Client’s Financial Identity
July 23, 2026 – (27:47)
Your client’s portfolio isn't always the real conversation. Sometimes the most important thing in the room is the fear, experience, or belief that no one has talked about yet. Listen to Renee Hanson discuss uncovering a client's financial identity.
Renee Hanson is not affiliated with Hartford Funds.
174: The New HNW Playbook: How to Attract & Retain Wealthy Families
July 9, 2026 – (28:08)
High-net-worth clients have options—lots of them. In this episode, Steven Weill shares how elite financial professionals differentiate themselves through deeper relationships, exceptional service, and a more comprehensive approach to wealth management.
Steven Weill is not affiliated with Hartford Funds.
173: What Is the Monkey Mind?
June 25, 2026 – (31:25)
Your brain has an alarm system. It just wasn’t built for modern markets. Jennifer Shannon breaks down the “Monkey Mind”—why it overreacts, what it gets wrong, and how awareness can change the way we make decisions.
Jennifer Shannon is not affiliated with Hartford Funds.
171: The Short Book Formula
May 28, 2026 – (25:33)
Paul McManus breaks down why a book isn’t about royalties—it’s about reach. Specifically, how it helps prospects discover you, build trust, and decide to work with you long before the first conversation.
Paul McManus 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.
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