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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.

 

Wealth Management 2022 Industry Awards Finalist

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132: Trump vs. Harris: What to Watch For

October 3, 2024 – (46:14)

JT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.

JT Taylor is not affiliated with Hartford Funds

131: How Role Setting is Vital to Your Business Planning

September 19, 2024 – (27:19)

Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.

Jeremy Keil is not affiliated with Hartford Funds

130: How to Build Trust and Connection With Female Clients

September 5, 2024 – (46:21)

Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.

Debra Ohstrom is not affiliated with Hartford Funds

129: How Motivational Interviewing Can Change Your Client Interactions

August 22, 2024 – (26:30)

Delivering facts and figures is comfortable. But many financial professionals feel out over their skis when they enter into the emotional side of planning discussions. Jeremy Keil shares a helpful acronym to approach those conversations with ease.

Jeremy Keil is not affiliated with Hartford Funds

128: How to Leverage Client Relationships to Define Your Brand and Value

August 8, 2024 – (53:11)

When it comes to marketing, advisors seem to only know what they can’t do. There are so many missed opportunities and it’s time to debunk the myths and inspire FAs on what they can do. Michael Morrison, Partner and CMO at Chief Outsiders, shares easy to implement tips to building an authentic brand.

Michael Morrison is not affiliated with Hartford Funds.

127: Rates, the Fed and Republicans vs Democrats

July 25, 2024 – (31:55)

Politics are likely front and center in investors’ minds as every week brings new headlines with new implications . Nanette Abuhoff Jacobson returns to the podcast to discuss a Republican vs. Democrat victory; what needs to happen for market performance to broaden out beyond large caps; and whether Fed rate cuts can revive the bond market.

Nanette Abuhoff Jacobson is not affiliated with Hartford Funds

All episodes:

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Wealth Management 2022 Industry Awards Finalist

listen on Apple Podcastslisten on Google Podcasts

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.

Full Bio >

 

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.

Full Bio >

Meet the HOSTS

John D. Diehl

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.

Full Bio >

 

Julie Genjac

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.

Full Bio >

 

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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