Human-centric Investing Podcast

When it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market. David Specht is not affiliated with Hartford Funds

John and Julie take a look back at this past year and highlight a few memorable episodes from 2022. Thank you for listening to the Human-centric Investing Podcast and we’ll see you in 2023!

Financialprofessionals can find out exactly what their clients want by offering and facilitating client workshops. Jonathan Ainsley, CEO of InvestInU shares how this very unique learning experience is the key to transforming your longevity-planning advice.

Family wealth management has the ability to redefine your client relationships. David Specht, Director of the Global Family Business Institute at the Drucker School of Management, shares his insights on why serving families opens the door to knowing the “wealth creator”—and who’s most important to them—on a deeper level.

Although the word “unprecedented” is overused, there’s no other word to describe what fixed-income investors have experienced this year. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, shares his thoughts on the past year and where fixed-income goes from here.

It’s not easy to shift your mindset on the type of advice you offer clients. Jonathan Ainsley, CEO of InvestInU discusses how financial professionals need to be intentional when transforming into a longevity planning practice.

The outcome of the midterm election will have major implications for both policy and markets. JT Taylor, Senior Analyst at Hedgeye Potomac Research shares his insights and expertise on what’s going down in Washington D.C.

Rising healthcare costs and insufficient insurance are helping drive up the retiree bankruptcy rate. Healthpilot CEO David Francis shares how financial professionals can bring together health and wealth planning to help.

How do you respond when clients confide in you? Tim Owings, PhD, shares actionable steps for building openness and communication through storytelling.

More than 90% of seniors have Medicare coverage that they’re paying too much for and that doesn’t match their coverage needs. Healthpilot CEO David Francis dives into how financial professionals can help their clients re-evaluate healthcare costs and provide easy solutions to potentially save them thousands of dollars. David Francis is not affiliated with Hartford Funds

We forget data, but we remember stories. Tim Owings, PhD explains how storytelling can deepen your client relationships, then shares the key components to building your own impactful stories.

Schroders CIO Johanna Kyrklund discusses why investors need to be both strategic and tactical while managing their portfolios as central banks change policies.

Portfolio Manager Matt Baker explains why rising rates and high inflation have investors giving dividend-paying stocks a fresh look after an extended period of lagging growth stocks.

When financial professionals think about Facebook, they ultimately want to know how to get more business from it. Stephen Boswell returns to the podcast to give helpful tips on how to utilize this network as another marketing strategy.

There’s no denying many are on edge these days. Business Psychologist Barbara Kay gives practical strategies to keep calm if tensions ever flare while working with clients. Barbara Kay is not affiliated with Hartford Funds

Clients sometimes feel they’re a burden to their children—especially when it comes to retirement planning. Patti Brennan discusses how financial professionals can lessen that burden and help open up communication and transparency within the family.

The last few years have been filled with events that have rattled both markets and clients. Industry expert Michael Kitces discusses the impacts of these events on client relationships and advisors' businesses.

After two full years of disrupted work and life, your team members have changed—and so has the work dynamic. Barbara Kay shares ways to rebuild strong team connections while embracing a new culture in the workplace.

Patti Brennan discusses the importance of establishing a bond with the next generation and provides easy steps that financial professionals can use to prepare their clients—and their children—for the future.

Dave Ingram discusses how optimizing your physical and social environment can help you obtain better results in business and in life