Human-centric Investing Podcast

Latest Episodes:

Dividends Are (Finally) Getting Some Love Jul 13, 2022

Show notes

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.

How to Use Facebook for Prospecting Jun 30, 2022

Show notes

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.

How to Navigate Difficult Conversations with Clients Jun 02, 2022

Show notes

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

How to Help Clients Age with Dignity May 19, 2022

Show notes

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.

Patti Brennan is not affiliated with Hartford Funds

How Will the Headlines of Today Shape Financial Professional Businesses of Tomorrow May 05, 2022

Show notes

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.

Michael Kitces is not affiliated with Hartford Funds

How to Rebuild Team Bonds and Culture in the Workplace Apr 21, 2022

Show notes

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.

Barbara Kay is not affiliated with Hartford Funds

How to Make Financial Planning a Family Affair Apr 06, 2022

Show notes

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.

Patti Brennan is not affiliated with Hartford Funds

How Strategic Short Cuts Can Make Your Business and Life Easier Mar 24, 2022

Show notes

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

Inflation Is Here to Stay! Here’s How to Prepare For It Mar 10, 2022

Show notes

Inflation is at a 40-year high with no signs of abating, and the Fed may already be behind the curve. Jon Mackay, head of sales at Schroders, explains how investors can adapt to a high-inflation environment.

Jon Mackay is not affiliated with Hartford Funds

Survey Results: Does Gender and Age Impact the Way Investors Want Financial Advice Feb 24, 2022

Show notes

Hartford Funds surveyed investors of different genders and generations about how they want to receive financial advice and marketing materials. John and Julie discuss the findings and examine what they mean for financial professionals.

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