Human-centric Investing Podcast

How to Convey to Clients the Importance of Mattering in Retirement Oct 30, 2024

Nancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering.

Nancy Schlossberg is not affiliated with Hartford Funds

How Your Money Style Influences Financial Decision-Making Oct 16, 2024

Kathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.

Trump vs. Harris: What to Watch For Oct 02, 2024

JT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.

How Role Setting is Vital to Your Business Planning Sep 17, 2024

Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.

How to Build Trust and Connection With Female Clients Sep 04, 2024

Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.

How Motivational Interviewing Can Change Your Client Interactions Aug 15, 2024

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.

How to Leverage Client Relationships to Define Your Brand and Value Aug 07, 2024

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.

Rates, the Fed and Republicans vs Democrats Jul 23, 2024

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.

An Inside Look at the Financial Services Industry in the Media Jul 10, 2024

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

How Financial Professionals Can Use Panel Programs to Build Longevity Networks Jun 25, 2024

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.

How a Digital Presence can Transform you From Financial Professional to Thought Leader Jun 12, 2024

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.

How to Get Matched With Women and Underrepresented Investors May 29, 2024

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.

How to Address the Different Needs of Women in Retirement May 15, 2024

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.

How Enhancing Your Digital Presence Can Make a Better First Impression May 01, 2024

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.

How Financial Professionals Can Build and Grow Resilient Practices Apr 17, 2024

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.

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

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

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

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.

How Financial Professionals Can Increase Productivity Through an Effective Nighttime Routine Feb 21, 2024

Without proper rest, you’re left in a state of mediocre engagement. Patrick McAndrew, CEO of Hara, teaches us how and why it’s important to properly transition the body to recover during sleep.

Get Ready for the Wildest Election Ever Feb 07, 2024

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

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

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.

A Look Back at 2023 Dec 11, 2023

John and Julie take a look back at this past year and highlight a few memorable episodes from 2023. Thank you for listening to the Human-centric Investing Podcast and we’ll see you in 2024!

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

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.

Special Episode: Live From Our Home Office with Hartford Funds President, Jim Davey Nov 14, 2023

Join us for our first live podcast episode with special guest, Jim Davey, who discusses lessons in leadership and the evolution of the asset-management industry.

Special Edition: Fed Meeting Reaction and Outlook Nov 02, 2023

Join us for a special edition episode in which our Fixed-Income Investment Specialist, Joe Boyle, reacts to the latest Federal Reserve meeting from November 1st.

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

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

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

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

How to Build an Onboarding Process That Creates Lifelong Clients Sep 18, 2023

Onboarding a new client is much more than paperwork. Libby Greiwe, host of the Efficient Advisor Podcast, details how to establish expectations for an overall positive client experience.

The Past, Present, and Future of ETFs Sep 01, 2023

Despite the rapid growth of ETFs, they’re still in the early innings of adoption. Hartford Funds’ Vice President of the Advisory Services Group, Tom Winkler, dives into the evolution of ETF investing and where the space is headed going forward.

How to Create CPA Partnerships to Build Your Practice Aug 21, 2023

Partnering with CPA firms can be a big part of business for most financial professionals. Jon Kuttin returns to the podcast and shares how to leverage CPA partnerships to grow your practice.

How to Discuss Brain Health With Your Aging Clients Aug 07, 2023

As financial advice evolves from just a transactional relationship, financial professionals can benefit by taking an interest in their clients' brain health. Dr. Marc Milstein shares easy lifestyle changes to share with your clients.

How to Create a Leadership Culture That Drives Results Jul 26, 2023

Being a leader and being a financial professional are two separate roles. Jon Kuttin, CEO of Kuttin Consulting Group, shares tactics to help shift your focus from execution to leadership in your practice.

How to Implement Behavioral Finance Into Your Practice Jul 12, 2023

There's been a profound shift from strictly transactional to relationship-based advice in the financial industry. Brian Portnoy, founder of Shaping Wealth, explains what behavioral finance is and how it will impact your practice.

How a Bucketing Approach May Lessen Client Anxiety Jun 28, 2023

Bucketing retirement portfolios is a great tool for financial professionals. Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, shares how this healthy form of “mental accounting” can help clients better envision their financial future.

Special Edition: The Fed Hits Pause: What Comes Next? Jun 16, 2023

Join us for a special edition episode in which our Fixed-Income Strategist, Amar Reganti, reacts to the latest Federal Reserve announcement from June 14th.

How to Create Frictionless Advice That Your Clients Will Implement Jun 14, 2023

Most of your clients will only implement 20% of your recommendations. Brendan Frazier, founder of Wired Planning, shares tips on creating advice your clients will actually follow.

How to Think Outside the 4% Rule May 30, 2023

Does the 4% spending rule for retirees still apply? Morningstar’s Director of Personal Finance and Retirement Planning, Christine Benz, explains why this traditional advice might need some updating when it comes to future market conditions and your clients’ spending habits.

How Prioritizing Your Mental Wellbeing Can Impact Your Business May 15, 2023

As financial professionals, we consider our clients' physical and mental health—but overlook the importance of our own. Brian Portnoy, founder of Shaping Wealth, sheds light on a difficult topic and how to make it a focus going forward.

How to Help Clients Envision Their Friendship Network in Retirement May 03, 2023

Life's biggest milestones can impact your clients' friendships. Jeff Hall, director of the Relationships and Technology Lab at the University of Kansas, explains how financial professionals can create value by anticipating the social needs of their clients and prepping them for these events.

A Test for the Global Economy Apr 20, 2023

The collapse of several banks has heightened recession risk nd is likely to lead to tighter credit conditions for both businesses and consumers. Nanette Abuhoff Jacobson returns to the podcast and shares her thoughts on inflation, a looming recession, and how central banks around the world are grappling with the same issues.

How to Build Client Trust with the Human Side of Advice Apr 04, 2023

Connecting to your clients on an emotional level builds trust and impacts their lives--and your business. Brendan Frazier, founder of Wired Planning and host of "The Human Side of Money" podcast, discusses how having emotionally connected clients leads to more valuable financial advice.

How the Financial Services Industry Can Attract the Next Generation of Talent Mar 22, 2023

Join us for a special episode during Women’s History Month as we welcome Katlyn Grasso, Founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can change their current perception to recruit and retain the next generation of talented women.

How to Speak 401(k) With Your Clients Mar 08, 2023

Don’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.

Rick Unser is not affiliated with Hartford Funds

Divided Government: What Comes Next? Feb 22, 2023

Despite high levels of polarization, financial markets love divided government. JT Taylor is back on the podcast to explain key policy areas in which the parties agree and disagree—and how this could impact markets this year.

How Client Relationships Influence Your Sense of Success Feb 08, 2023

How do you define success? Financial professionals may not realize how much growth and achievement they gain from nurturing client relationships as they guide them through major life events and important decisions.

How to Incorporate 401(k) Planning Into Your Current Book of Business Jan 25, 2023

There's often overlooked opportunity for retirement-plan business in a financial professional’s existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.

Rick Unser is not affiliated with Hartford Funds

How Financial Professionals Can Find New Wealth in Family Owned Businesses Jan 12, 2023

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

A Look Back at 2022 Dec 14, 2022

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!

How Client Workshops Can Transform Your Longevity Planning Business Dec 01, 2022

Financial

professionals 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.

How the Family Unit is Redefining Your Client Relationships Nov 16, 2022

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.

Reflections on a Wild Year for Fixed Income Nov 02, 2022

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.

How to Implement Longevity Planning Into Your Practice Oct 19, 2022

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.

Handicapping the Contentious Midterm Elections Oct 05, 2022

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.

How to Incorporate Health Planning into Your Practice Sep 21, 2022

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 to Uncover Your Clients' Needs through Storytelling Sep 07, 2022

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

How to Plan for Health Costs by Aligning Client Needs with Coverage Aug 25, 2022

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

How to Sharpen Your Storytelling Skills to Benefit Your Business Aug 10, 2022

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.

Playing Chess Against Central Banks Jul 28, 2022

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

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

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

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

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

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

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

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

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

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

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

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.

Must-Do’s for Your Facebook Business Strategy Feb 10, 2022

How to apply awareness, engagement, and conversion methods on Facebook to get prospects coming to you.

Stephen Boswell and Oechsli are not affiliated with Hartford Funds

How to Make Entry Into Retirement Easier Jan 26, 2022

According to the MIT AgeLab, retirement is made up of four phases. The Honeymoon Phase is the first one. Advertising portrays this phase as being filled with beaches, bike riding, and golf. Initially, retirees may think, “This is the life.” But after a while, these activities can become routine and not provide the happiness they expected. Find out how to help clients make their transition into retirement.

Dr. Joe Coughlin is not affiliated with Hartford Funds

How To Help Clients Who Feel Retirement Is Out of Reach Jan 13, 2022

Do you work with individuals and couples who not only feel like they’re behind in saving for retirement and think the idea of ever achieving it is impossible? Find out why helping them requires both art and science, new levels of creativity, and a focus on simple habits rather than total solutions.

Robert Laura is not affiliated with Hartford Funds

The Number That Will Transform Retirement for Your Clients Dec 29, 2021

As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Therefore, investors should be preparing for four retirements instead of one.

Dr. Joe Coughlin is not affiliated with Hartford Funds

2022 Market Outlook Dec 15, 2021

What surprises may lay ahead for investors? Nanette Abuhoff Jacobson shares her outlook and positioning ideas for the year ahead.

Retirement Wisdom From Plato (and Others) Dec 01, 2021

What if the great thinkers like Plato, Socrates, and Confucius had retirement figured out thousands of years ago? Discover how ancient wisdom can lead to retirement satisfaction.

Robert Laura is not affiliated with Hartford Funds.

How to Create a High Performance Team Nov 17, 2021

In our first episode in this new format, Coach Jay Wright of Villanova Basketball discusses what coaching college national championship teams and Olympic gold medalists can teach you about team-building.

Watch on YouTube: https://youtu.be/9OO_YQDJlk8

Jay Wright is not affiliated with Hartford Funds.

Social Security: What's My Spouse (or Former Spouse) Entitled to? Oct 02, 2021

Some of the most commonly-asked questions about Social Security begin with, “How will my spouse be affected if…?” Whether married, widowed or divorced, understanding how spousal and survivor benefits are calculated is crucial for clients.

Mike Lynch, managing director of Hartford Funds Applied Insights, explains how to educate your clients on this topic.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI342.pdf

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

How to overcome communication obstacles by using inclusive language Sep 02, 2021

In this episode, John speaks with Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds about how inclusive language can help you avoid the risk of risk of saying something that might drive a wedge between you and clients or prospects. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI339.pdf More resources on inclusive language: https://www.hartfordfunds.com/practice-management/practice-management-strategies/how-to-value-inclusive-language.html

Social Security, Work...or Both? Aug 02, 2021

In the past, deciding when to collect Social Security was simpler: working came to a hard stop and collecting began. But as many Americans now work past retirement age, it’s become more complicated.

Mike Lynch, managing director of Hartford Funds Applied Insights, explains how you can provide guidance to clients as they weigh their options.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI336.pdf

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Dr. Joseph Coughlin—Building Your Longevity Network (Part 2) Jul 02, 2021

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Dr. Coughlin sees a future where forward-thinking financial professionals will build longevity networks to meet the increasing demands of aging clients. And, as a result, they’re separating themselves from the competition. Get tips about how to start building your longevity network.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI332.pdf

Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

Dr. Joseph Coughlin—Building Your Longevity Network (Part 1) Jun 02, 2021

In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Retirement has changed but retirement planning hasn’t. It’s imperative that today’s practices evolve from a focus on financial security to the new business of longevity planning. Dr. Joe recommends building a network of longevity-related professionals to help solve the challenges of longer retirements and differentiate your practice.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI327.pdf

Dr. Joseph Coughlin and the MIT AgeLab are not affiliated with Hartford Funds.

The Adaptation Factor: Why It Can Cause Your Team To Win Or Lose (Part 2) May 02, 2021

In this episode, John.continues his conversation with Dr. Kevin Elko, performance coach, about leadership. Learn about the concept of “hero ball” and how it can a team’s performance. And why getting people “in the right seats” is a key to pro teams’ success and can be for your practice too.

Dr. Elko consults with several NFL and top college football teams.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI322.pdf

Dr. Kevin Elko is not affiliated with Hartford Funds.

Dr. Kevin Elko—The Adaptation Factor: Why It Can Cause Your Team To Win Or Lose (Part 1) Apr 02, 2021

In this episode, John has a conversation with Dr. Kevin Elko, performance coach, about leadership. Learn why adaptability can determine your team's success. And why setting team standards was the key to Alabama’s 2020 national championship and how they can work for your team.

Dr. Elko consults with several NFL and top college football teams.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI317.pdf

Dr. Kevin Elko is not affiliated with Hartford Funds.

How To Turn Up The Turnout On Virtual Events Mar 02, 2021

Now that we’ve all learned the ins and outs of video conference calls over the past year, virtual events will still be a critical tool—even as in-person events resume. However, enticing clients and prospects to attend digitally can be as challenging as filling a room used to be. Join Hartford Funds Ryan Sullivan and John Diehl as they discuss ways to not only boost attendance, but get the right clients and prospects on your next virtual event.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI311.pdf

Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Why Financial Professionals Should Drop The 2020 Mindset Feb 02, 2021

Julie Genjac, managing director of Hartford Funds Applied Insights, explains the pitfalls of waiting for things to get back to normal. Learn Julie’s 3 P’s to position your practice for success in these unusual times.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI307.pdf

Julie Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Social-Security Storytellers Jan 02, 2021

When it comes to taking Social Security income, there’s an array of choices that can have a life-changing impact on a client’s finances. As clients seek direction, their financial professional may feel pressured to have all the answers.

Mike Lynch, managing director of Hartford Funds Applied Insights, explains a practical yet unique resource that financial professionals often overlook: their clients who’ve already begun taking Social Security income.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI301.pdf

Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Why Many Teams Struggle, Part 2 Dec 02, 2020

Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses why lack of team roles and responsibilities causes many teams to struggle. She also shares why most teams need a finder, minder, and grinder. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI299.pdf Visit the “Why Many Teams Struggle” Landing Page: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

The Little-Known Power Of Money Scripts Nov 02, 2020

Movie scripts tell actors how to play their role in a film. Money scripts determine the role your clients play in their own financial lives. However, these kind of scripts sometimes have a negative influence on financial behavior.

Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of money scripts and how to change them if they’ve become problematic.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI293.pdf

Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html

Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Helping Clients Discover Their Money Story Oct 02, 2020

Many of us were taught that managing money and investing are strictly rational, intellectual activities. Just by having the right knowledge and skills, we’d automatically make good financial decisions. But is it really that simple?

Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of a personal money story and how it can influence clients’ financial health and wellbeing in ways they don’t even realize.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI289.pdf

Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html

Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

How To Win The Game Before It's Even Played, Part 2 Dec 02, 2019

No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help financial professionals accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done.

Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI217.pdf

Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf

Note: You may need to login or register to view the worksheet.

David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

How To Win The Game Before It's Even Played, Part 1 Nov 02, 2019

No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help financial professionals accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done.

Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI214.pdf

Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf

Note: You may need to login or register to view the worksheet.

David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

Back from the Future, Part 3 The Siren Syndrome Oct 15, 2019

In The Odyssey, Ulysses put beeswax in the ears of his crew and had them tie him to the mast of the ship to avoid being tempted by the sirens and steering his ship into the rocks. Annie Duke, decision strategist and former poker pro, explains how financial professionals can use “Ulysses Contracts” to help client make pre-commitments to help them avoid making panic decisions when market volatility strikes.

Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI201.pdf

Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf

Ulysses Contract worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI181.pdf

Hartford Funds Distributors, LLC., Member FINRA.

Annie Duke is not affiliated with Hartford Funds

Back from the Future, Part 2 Time Travel Sep 02, 2019

Many investors overreact when crises occur. They second-guess their investment strategies and seek safe investments. Annie Duke, decision strategist and former poker pro, explains how financial professionals can help clients do mental time travel exercises that can help clients make more rational decisions when crises pop up.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI198.pdf

Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf

Annie Duke is not affiliated with Hartford Funds

Back from the Future, Part 1 Aug 02, 2019

When it’s with investing or other pursuits in life, we tend to evaluate our strategies by the results we get. Hear from Annie Duke, decision strategist and former poker pro, about why that’s not always a good idea. She combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.

Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI191.pdf

Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf

Annie Duke is not an affiliate or subsidiary of Hartford Funds

Communicating To Connect, Part 2 May 02, 2019

Connection is key when forming lasting client relationships, but how can we ensure we’re communicating with clients—or anyone—in a mindful and authentic way? Ryan Sullivan, Managing Director of Hartford Funds’ Strategic Markets team, concludes his discussion on “Communicating to Connect.”

Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI178.pdf

Communicating To Connect, Part 1 Apr 02, 2019

There isn’t an financial professional out there needing to be convinced that connection is key when forming lasting client relationships. Ryan Sullivan, Managing Director of Hartford Funds’ Strategic Markets team, will explain a concept called “Communicating to Connect,” and how financial professionals can connect with clients─or anyone─ quickly and effectively.

Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI170.pdf

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