Human-centric Investing Podcast

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.

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.

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.  

John Manganaro, Senior Reporter at ThinkAdvisor, joins the podcast this week to talk about how media can provide a window into what’s top of mind for clients.John Manganaro is not affiliated with Hartford Funds

Amanda Stahl, Director of Longevity Planning at Raymond James, returns to the podcast to explain that retirement planning extends beyond finances and highlights the importance of partnering with longevity experts to address aging clients’ needs.

Kevin Nichols, COO at Oechshli, discusses the importance of consistency when building your personal brand. Whether you’re starting a podcast, creating videos, or enhancing your website, maintaining a consistent message and frequency is key to success.

Financial services may be a transactional business by nature, but it's the personal connections we forge with our clients that truly brings our work to life. Lacy Garcia, founder and CEO of Willow, returns to the podcast to discuss how to grow your business, the right way.

From longer life expectancies to career interruptions, women face distinct financial challenges in retirement. Fortunately, you can help bridge the gap with tailored strategies that empower women to retire on their own terms. Amanda Stahl, Director of Longevity Planning at Raymond James, shares how.

You may be doing all the right things to build your website, but if no one’s seeing it, it’s not doing anything for you. Kevin Nichols, COO of Oechsli, joins the podcast to share how to evaluate and create a more robust digital presence.

 Though the RIA space continues to grow rapidly, the industry is consolidating. Penny Phillips returns to the podcast to explore how financial professionals can prepare their practices for a shifting industry.

Taking frequent brain breaks can help sustain cognitive focus. Patrick McAndrew returns to the podcast to offer some tools to help maintain high levels of mental focus throughout the day.

Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.

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.

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.

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.

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.

Clients relate to their money and their financial professional based on their "money style." Barbara Kay, business psychology coach, shares how to identify and tailor your communication to clients based on their particular style.

The first 100 days determines the longevity of your client relationship. Libby Greiwe, host of the Efficient Advisor Podcast, details how to elevate your onboarding process so clients can become referral-generator machines. Libby Greiwe is not affiliated with Hartford Funds

Whether or not the Fed decides to raise rates in November, there are more important things that long-term investors should focus on. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, returns to the podcast to discuss where he sees opportunity within fixed income.

Ryan Frederick, founder and CEO of Here, explains why "home" is not necessarily a physical location and can change over time—making it an important aspect of retirement planning.Webinar Registration Link: https://www.here.life/interest-list-for-webinar-for-FARyan Frederick is not affiliated with Hartford Funds