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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.
106: How to Build an Onboarding Process That Creates Lifelong Clients
September 21, 2023 – (29:22)
Onboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.
Libby Greiwe is not affiliated with Hartford Funds
105: The Past, Present, and Future of ETFs
September 7, 2023 – (32:57)
Despite the rapid growth of ETFs, they’re still in the early innings of adoption. Hartford Funds' Vice President of Strategic Relationship Management, Tom Winkler, dives into the evolution of ETF investing and where the space is headed going forward.
104: How to Create CPA Partnerships to Build Your Practice
August 24, 2023 – (34:08)
Partnering with CPA firms can be a big part of business for most financial professionals. Jon Kuttin returns to the podcast and shares how to leverage CPA partnerships to grow your practice.
Jon Kuttin is not affiliated with Hartford Funds
103: How to Discuss Brain Health With Your Aging Clients
August 10, 2023 – (49:08)
As financial advice evolves from just a transactional relationship, financial professionals can benefit by taking an interest in their clients' brain health. Dr. Marc Milstein shares easy lifestyle changes to share with your clients.
Dr. Marc Milstein is not affiliated with Hartford Funds
102: How to Create a Leadership Culture That Drives Results
July 27, 2023 – (38:23)
Being a leader and being a financial professional are two separate roles. Jon Kuttin, CEO of Kuttin Consulting Group, shares tactics to help shift your focus from execution to leadership in your practice.
Jon Kuttin is not affiliated with Hartford Funds
101: How to Implement Behavioral Finance Into Your Practice
July 13, 2023 – (26:27)
There's been a profound shift from strictly transactional to relationship-based advice in the financial industry. Brian Portnoy, founder of Shaping Wealth, explains what behavioral finance is and how it will impact your practice.
Brian Portnoy 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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