• Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Human-centric Investing Podcast

A monthly podcast about the human side of investing

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, senior vice president of Applied Insights at Hartford Funds, the Human-centric investing podcast provides financial professionals with a human look at the world of investing. 

To listen or subscribe on an iPhone or Android phone, search for “human-centric investing” in your podcast app.


Episode 46 – Helping Clients Discover Their Money Story
October 2, 2020 – (23:49)

episode46-thumbnail-podcast

Many of us were taught that managing money and investing are strictly rational, intellectual activities. Just by having the right knowledge and skills, we’d automatically make good financial decisions. But is it really that simple?

Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of a personal money story and how it can influence clients’ financial health and wellbeing in ways they don’t even realize.

Listen Now >  Download Now >

Download Transcript »

Visit the “Your Money Story” Landing Page

Kathleen Burns Kingsbury is not affiliated with Hartford Funds.


Episode 45 – Virtual Prospecting
September 2, 2020 – (23:08)

episode45-thumbnail-podcast

Prospecting often has its challenges, and some financial professionals may find it even more difficult in a socially-distanced environment. Not only is virtual a great alternative, it’s a strategy that can be useful at any time. Bill McManus, managing director of Hartford Funds Applied Insights, explains how financial professionals can actually expand their prospecting reach using social and professional online networks.

Listen Now >  Download Now >

Download Transcript »

Bill McManus is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.


Episode 44 – Hosting Virtual Client Events With Local Professionals
August 2, 2020 – (22:17)

episode44-thumbnail-podcast

Partnerships with local financial professionals can be a great source of new prospects. And if you co-hosted events with well-connected financial professionals before the pandemic, you’ve likely seen the value of this strategy firsthand.

Unfortunately, social-distancing may restrict in-person events—but virtual prospecting is a convenient and cost-effective alternative. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how to partner with professionals to co-host an online event and gives real-life examples to show their unique advantages.

Listen Now >  Download Now >

Download Transcript »

Download White Paper »

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 43 – Hosting Longevity-Panel Client Events
July 2, 2020 – (22:14)

episode43-thumbnail-podcast

Living longer is one of the major factors raising clients’ expectations of advice. How can financial professionals help educate clients and prospects about needs that go beyond the realm of investing? Instead of simply telling clients what they should anticipate in older age, connect them to relevant resources. Hartford Funds regional vice president and advisor consultant Curtis Ranta explains that, by collaborating with professionals outside of your natural network, you can host client events featuring a longevity-specialist panel. Learn why these events have been successful and the steps to coordinating one.

Listen Now >  Download Now >

Download Transcript »

Download White Paper »

Curtis Ranta is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 42 – ABCs of Asking for Referrals
June 2, 2020 – (26:28)

episode42-thumbnail-podcast

The idea of asking for referrals can make even the most seasoned financial professional squirm. What many financial professionals may not realize is that satisfied clients are already naturally inclined to share your services, and by not asking for a referral you’re likely passing up a great opportunity. Dave Ingram, Hartford Funds regional vice president and advisor consultant, shares a simple, proven strategy for increasing your consistency and effectiveness in asking for referrals, and why periods of volatility can be the most practical and important time to do it.

Listen Now >  Download Now >

Download Transcript »

David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 41 – From Crisis to Team Continuity
May 19, 2020 – (25:37)

episode41-thumbnail-podcast

We’re starting to think about life after the pandemic. Will your practice change a little or a lot? And how will you figure that out? Julie Genjac, managing director of Hartford Funds Applied Insights, discusses how to evaluate your team’s performance during the pandemic and how to apply what you learn.

Listen Now >  Download Now >

Download Transcript »

Julie Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 40 – Why Many Teams Struggle, Part 1
May 14, 2020 – (22:20)

episode40-thumbnail-podcast

Julie Genjac, managing director of Hartford Funds Applied Insights, conveys how small adjustments to your team can lead to significant results.

Listen Now >  Download Now >

Download Transcript »

Why Many Teams Struggle »

Julie Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 39 – The Affluent Digital Code: Online Strategies to Acquire High Net Worth Clients, Part 2
Apr 2, 2020 – (30:09)

episode39-thumbnail-podcast

Affluent investors used to start their search for a financial professional by getting recommendations from friends or family. But now affluent investors under 45 are starting that search differently. Find out how this trend has changed and what you can do to increase your chances to be found by affluent prospects when they start their search. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them.

Listen Now >  Download Now >

Download Transcript »

Download Worksheet  »

Note: You may need to login or register to view the worksheet.

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.


Episode 38 – The Affluent Digital Code: Online Strategies to Acquire High Net Worth Clients, Part 1
Mar 2, 2020 – (26:06)

episode38-thumbnail-podcast

Many financial professionals have no idea if their online presence is helping or hurting their affluent prospecting efforts. And how would they? They aren’t out there studying the digital trends of affluent consumers. That’s how we can help. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them.

Listen Now >  Download Now >

Download Transcript »

Download Worksheet  »

Note: You may need to login or register to view the worksheet.

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.


Episode 37 – How Couples Can Align Their Retirement Visions, Part 2
Feb 2, 2020 – (27:51)

episode37-thumbnail-podcast

Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it.

Listen Now >  Download Now >

Download Transcript »

Download Worksheet  »

Note: You may need to login or register to view the worksheet.

Dr. Kristy Archuleta is not affiliated with Hartford Funds.


Episode 36 – How Couples Can Align Their Retirement Visions, Part 1
Jan 2, 2020 – (29:18)

episode36-thumbnail-podcast

Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it.

Listen Now >  Download Now >

Download Transcript »

Download Worksheet  »

Note: You may need to login or register to view the worksheet.

Dr. Kristy Archuleta is not affiliated with Hartford Funds.


Episode 35 – How to Win the Game Before It’s Even Played, Part 2
Dec 2, 2019 – (26:42)

episode35-thumbnail-podcast

No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds regional vice president and advisor consultant, shares strategies that he uses to help financial professionals accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done.

Listen Now >  Download Now >

Download Transcript »

Download Worksheet  »

Note: You may need to login or register to view the worksheet.

David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 34 – How to Win the Game Before It’s Even Played, Part 1
Nov 2, 2019 – (24:54)

episode34-thumbnail-podcast

No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help financial professionals accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done.

Listen Now >  Download Now >

Download Transcript »

Download Worksheet  »

Note: You may need to login or register to view the worksheet.

David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 33 – Back From the Future, Part 3 The Siren Syndrome
Oct 2, 2019 – (35:29)

episode33-thumbnail-podcast

In The Odyssey, Ulysses put beeswax in the ears of his crew and had them tie him to the mast of the ship to avoid being tempted by the sirens and steering his ship into the rocks. Annie Duke, decision strategist and former poker pro, explains how financial professionals can use “Ulysses Contracts” to help client make pre-commitments to help them avoid making panic decisions when market volatility strikes.


Episode 32 – Back From the Future, Part 2 Time Travel
Sept 13, 2019 – (31:15)

episode32-thumbnail-podcast

When it’s with investing or other pursuits in life, we tend to evaluate our strategies by the results we get. Hear from Annie Duke, decision strategist and former poker pro, about why that’s not always a good idea. She combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.

Listen Now >  Download Now >

Download Transcript »

Download Client Brochure »

Annie Duke is not affiliated with Hartford Funds.


Episode 31 – Back From the Future, Part 1
Aug 2, 2019 – (25:24)

episode31-thumbnail-podcast

When it’s with investing or other pursuits in life, we tend to evaluate our strategies by the results we get. Hear from Annie Duke, decision strategist and former poker pro, about why that’s not always a good idea. She combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.

Listen Now >  Download Now >

Download Transcript »

Download Client Brochure »

Annie Duke is not affiliated with Hartford Funds.


Episode 30 – Accidental Sabotage, Part 2
July 2, 2019 – (23:38)

episode30-thumbnail-podcast

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomski, President of Niche Team, LLC, concludes her discussion explaining how many financial professionals unknowingly sabotage their relationships with women clients, and what to do instead.

Listen Now >  Download Now >

Download Transcript »

Download Accidental Sabotage Workbook »
Note: You may need to login or register to view the workbook.

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


Episode 29 – Accidental Sabotage, Part 1
June 2, 2019 – (23:31)

episode29-thumbnail-podcast

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomski, President of Niche Team, LLC, explains how many financial professionals unknowingly sabotage their relationships, and what to do instead.

Listen Now >  Download Now >

Download Transcript »

Download Accidental Sabotage Workbook »
You may need to login or register to view

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


Episode 28 – Communicating to Connect, Part 2
May 2, 2019 – (36:00)

episode28-thumbnail-podcast

Connection is key when forming lasting client relationships, but how can we ensure we’re communicating with clients—or anyone—in a mindful and authentic way? Ryan Sullivan, managing director of Hartford Funds Applied Insights, concludes his discussion on “Communicating to Connect.”

Listen Now >  Download Now >

Download Transcript »

Ryan Sullivan is a registered representativeof Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 27 – Communicating to Connect, Part 1
April 2, 2019 – (37:52)

episode27-thumbnail-podcast

There isn’t a financial professional out there needing to be convinced that connection is key when forming lasting client relationships. Ryan Sullivan, managing director of Hartford Funds’ Applied Insights, explains a concept called “Communicating to Connect,” and how financial professionals can connect with clients─or anyone─quickly and effectively.

Listen Now >  Download Now >

Download Transcript »

Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 26 – How to help Retiring Boomers Find a Purpose in Retirement
March 2, 2019 – (29:11)

episode26-thumbnail-podcast

In this episode, Erik Strid, Founding Principal and CEO of Concentus Wealth Advisors, explains how he helps clients through the honeymoon phase of retirement. Learn how he guides clients that love work, dislike work, and those in between to find a purpose in retirement.

Listen Now >  Download Now >

Download Transcript »

Concentus Wealth Advisors is not an affiliate or subsidiary of Hartford Funds.


Episode 25 – Social Security: How will my benefits be taxed?
February 2, 2019 – (24:51)

Is Social Security income taxable? Many recipients are shocked to learn the answer is, “yes.”

Check out the latest installment to hear Mike Lynch, managing director of Hartford Funds Applied Insights, discuss scenarios where benefits may be subject to taxation and ways you can help clients avoid potential reductions.

Listen Now >  Download Now >

Download Transcript »

Social Security Client Worksheet »

3 Things Can Reduce Your Clients’ Social Security Benefits »

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 24 – How to Help Clients Who Have No Idea About What’s Coming in Retirement
January 2, 2019 – (23:30)

In this episode, Erik Strid, Founding Principal and CEO of Concentus Wealth Advisors, explains how he’s found that offering great investment and planning advice isn’t enough anymore. His clients expect more. He uses the MIT AgeLab 8,000 Days content to provide a blueprint for what his clients can expect to experience in retirement.

Listen Now >  Download Now >

Download Transcript »

Concentus Wealth Advisors and the MIT AgeLab are not affiliates or subsidiaries of Hartford Funds.


Episode 23 – How Implementing MIT AgeLab Concepts Can Differentiate Your Practice
December 2, 2018 – (28:51)

In this episode, Leon Labrecque, Managing Partner and CEO of LJPR Financial Advisors, explains why embracing and communicating MIT AgeLab longevity ideas are resonating with his clients and prospects.

Listen Now >  Download Now >

Download Transcript »

The MIT AgeLab, Leon Labrecque, LJPR Financial Advisors, and Sequoia Financial Group are not affiliates or subsidiaries of Hartford Funds.


Episode 22 – Retirement Plan Trends: Interview with Patrick Murphy, CEO at John Hancock Retirement Plan Services (Part two)
November 2, 2018 – (26:09)

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about the role of financial professionals in the retirement plans, new tools that are helping participants prepare for retirement, and trends that are changing the retirement plan industry.


Episode 21 – Social Security: What am I entitled to?
October 2, 2018 – (24:04)

Nine scenarios. That’s what a single person has to consider when claiming retirement benefits. For married couples, the available options grow to 81.1 That figure makes it easy to see why people can get overwhelmed and confused. While the most suitable option may not be the same for everyone, Mike Lynch, managing director of Hartford Funds Applied Insights, explains how you can help by sharing factors to consider.

1Married couples have 81 ways to claim Social Security. Here's how to maximize your benefits, cnbc.com, 6/6/17

Listen Now >  Download Now >

Download Transcript »

Download Worksheet »

Article Page »

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 20 – Retirement Plan Trends: Interview with Patrick Murphy, CEO at John Hancock Retirement Plan Services (Part one)
September 2, 2018 – (25:22)

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about trends in the retirement plans industry, the latest results from their Financial Stress Survey and his thoughts about financial wellness.

Listen Now >  Download Now >

Download Transcript »

John Hancock is not an affiliate or subsidiary of Hartford Funds.


Episode 19 – Word of Mouth Influence Hierarchy (Part Two)
August 2, 2018 – (24:01)

In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the third and fourth levels of the Word of Mouth Influence Hierarchy: Activating Conversations and Emotionally Connecting.

Listen Now >  Download Now >

Download Workbook »

Download Transcript »

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.


Episode 18 – Word of Mouth Influence Hierarchy (Part one)
July 2, 2018 – (26:11)

Have your referrals plateaued? That could be because it can be awkward to ask for referrals, and clients don’t like being asked to give them. Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with financial professionals: the number of referrals received in the past year.

In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the first two levels of the Word of Mouth Influence Hierarchy: Exceeding financial professional expectations and emotionally connecting with clients.

Listen Now >  Download Now >

Download Workbook »

Download Transcript »

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.


Episode 17 – Social Security: The “What” vs. The “When”
June 2, 2018 – (24:04)

SocialSecurity-thumbnail-podcast

Sixty percent of workers claim benefits before their full retirement age. By doing so, they lock in a lower-than-expected benefit for the remainder of their lives.1 Mike Lynch, managing director of Hartford Funds Applied Insights, talks about a way to reframe the age-old question, “When should I begin taking Social Security income?” to better equip clients when making critical decisions about their benefits.

1When is the Best Age for Americans to Claim Social Security?, newsweek.com, 12/21/17

Listen Now >  Download Now >

Download Transcript »

Social Security Client Worksheet »

3 Things Can Reduce Your Clients’ Social Security Benefits »

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.


Episode 16 – The Rolling Marketing Calendar
May 2, 2018 – (25:45)

MarketingCalendar-thumbnail-podcast

Many financial professionals want to be perceived by their clients as more than just the investment person. But that can be difficult if you’re only meeting once a year to review their investments and future goals. Jill Slomski, president of Niche Team, LLC, explains how to plan and implement a 12 month rolling marketing calendar to connect with clients at events on a more regular basis. It’s easier than you think. The results: increased client loyalty, more referrals and fun.

Listen Now >  Download Now >

Download Transcript »

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

Load More Podcasts 

Meet the Experts

John-Diehl_02-14

John D. Diehl

Senior Vice President, Applied Insights
Hartford Funds

   Full Bio

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.

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.

John Diehl is a registered representative of Hartford Funds Distributors, LLC. 

Check the background of this firm/individual on FINRA's BrokerCheck.

219703