Human-centric Investing Podcast

Latest Episodes:

The Book is the Beginning – How Publishing Grows Your Practice Sep 03, 2026

Show notes

Publishing a book is only the first chapter. Paul McManus returns to the podcast to discuss how financial professionals can transform authorship into a powerful tool for building trust and growing their network.

If you’re interested in learning more, please visit: influentialadvisor.com

3 Tenets of High Performing Teams Aug 26, 2026

Show notes

Elite teams aren't built on talent alone. They're built on trust, accountability, and a shared sense of purpose. Former Navy SEAL Instructor James Fleming shares lessons that can help any growing team perform at a higher level.

For more team-building resources, visit hartfordfunds.com.

Subscribe to the Human-centric Investing Podcast:

Apple: https://podcasts.apple.com/us/podcast/human-centric-investing-podcast/id1202277788

Spotify: https://open.spotify.com/show/1TcSp7Duis0FGkBTkzsnkc

James Fleming is not affiliated with Hartford Funds.

Fixed Income in a Fearful Market Aug 18, 2026

Show notes

PM Campe Goodman will address some of the biggest fixed-income questions financial professionals are hearing from clients today: whether now is a bad time to invest, if inflation remains a major risk, and should they stay in cash.

For more insights on today’s fixed-income market and resources to support client conversations, visit hartfordfunds.com.

Campe Goodman is not affiliated with Hartford Funds.

Practical Tools to Work With the Monkey Mind Aug 03, 2026

Show notes

Ever catch yourself checking, refreshing, or worrying just to feel a little more in control? Jennifer Shannon returns to the podcast to explain why those habits may be feeding your "monkey mind" and share practical tools to help manage uncertainty.

If you’re interested in learning more, Jennifer’s book “Don’t Feed the Monkey Mind” is an excellent resource, and is available at Amazon.

Discovering Your Client’s Financial Identity Jul 22, 2026

Show notes

Your client’s portfolio isn't always the real conversation. Sometimes the most important thing in the room is the fear, experience, or belief that no one has talked about yet. Listen to Renee Hanson discuss uncovering a client's financial identity.

The New HNW Playbook: How to Attract & Retain Wealthy Families Jul 07, 2026

Show notes

High-net-worth clients have options—lots of them. In this episode, Steven Weill shares how elite financial professionals differentiate themselves through deeper relationships, exceptional service, and a more comprehensive approach to wealth management.

What Is the Monkey Mind? Jun 22, 2026

Show notes

Your brain has an alarm system. It just wasn’t built for modern markets. Jennifer Shannon breaks down the “Monkey Mind”—why it overreacts, what it gets wrong, and how awareness can change the way we make decisions.

If you’re interested in learning more, Jennifer’s book “Don’t Feed the Monkey Mind” is an excellent resource, and is available at Amazon.

Two Essentials for Attracting the Right Referrals Jun 10, 2026

Show notes

Unlock a steady flow of ideal referrals by fixing two often-overlooked constraints—lack of focus and lack of framing—with these insights from Dr. Jon Randall.

If you’re interested in learning more, please visit: xfa.coach

Dr. Jon Randall is not affiliated with Hartford Funds.

The Short Book Formula May 26, 2026

Show notes

Paul McManus breaks down why a book isn’t about royalties—it’s about reach. Specifically, how it helps prospects discover you, build trust, and decide to work with you long before the first conversation.

If you’re interested in learning more, please visit: influentialadvisor.com

Building a Practice That Scales: What Top Financial Professionals Fix First May 12, 2026

Show notes

Want to scale faster? Start where most practices don’t: capacity. Dr. Jon Randall shares why too many of the wrong clients quietly blocks growth and where to redirect your attention instead.

If you’re interested in learning more, please visit: xfa.coach