Human-centric Investing Podcast

Latest Episodes:

How Brain Breaks Enhance Work Performance and Concentration Apr 03, 2024

Show notes

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.

How Women and Next Generation Clients Are Influencing Advisory Relationships Mar 20, 2024

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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.

How to Strengthen Client Bonds With Emotional Intelligence Mar 06, 2024

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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.

Get Ready for the Wildest Election Ever Feb 07, 2024

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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.

How Forecasting Errors Can Wreck Your Clients’ Retirement Jan 24, 2024

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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.

How to Empower Clients to Invest in Healthy Longevity Jan 10, 2024

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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.

How to Identify Your Clients' Money Style Nov 28, 2023

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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.

How the First 100 Days Impacts Your Clients Relationships Oct 30, 2023

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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

Fixed Income: Wasn't This Year Supposed To Be Better? Oct 18, 2023

Show notes

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.

How to Know if Your Clients are Living in the Right Place at the Right Time Oct 02, 2023

Show notes

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-FA

Ryan Frederick is not affiliated with Hartford Funds