Andrew Dolan shares how digital-first relationships are redefining trust and accessibility for the next generation of clients.

Show Notes Info:

If you’re interested in connecting with Andrew, you can visit: https://www.ameripriseadvisors.com/Andrew.Dolan/

The future of advice is holistic. Learn why today’s financial professionals need to think beyond portfolios and start planning for life’s biggest transitions.

Show Notes Info:

If you’re interested in hearing more from Catherine and reading the full

report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.

Amar Reganti dives into the Fed’s next move, the impact of Trump’s “One Big Beautiful Bill,” and what it all means for your fixed income strategy.

If you’re interested in learning more, you can

visit: https://www.hartfordfunds.com/insights/market-perspectives/fixed-income/when-doves-cry.html

From Client Zero to building a thriving practice, Andrew Dolan shares how next-gen advisors can win in a DIY investing culture. Here’s how he's redefining value in financial advice.

Show Notes Info:

If you’re interested in connecting with Andrew, you can visit: https://www.ameripriseadvisors.com/Andrew.Dolan/

Your clients may have saved enough for retirement … but are they truly prepared? Catherine Collinson joins the podcast to unpack the real challenges—and surprising resilience—shaping today’s retirement outlook.

Show Notes Info:

If you’re interested in hearing more from Catherine and reading the full

report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.

Want to know the secret to commanding a room—without saying a word? Liz Brunner reveals the “It Factor” and how aligning your physical, mental and relational self can supercharge your presence.

Show Notes Info:

If you’re interested in hearing more from Liz, you can visit her website at https://www.lizbrunner.com/ or email her directly at [email protected].

Relationship-building isn't a soft skill—it's a strategic advantage, especially early in your career. Sean Hand, CEO of Selling by Hand, returns to the podcast tomorrow to share how reframing "sales" as service can unlock trust, referrals, and long-term success.

Show Notes Info:

To learn more tips from Sean, pick up his book “That Was Awkward - 7 Secrets of an Awkward Networker.” To request him as a speaker, find him on LinkedIn or email him at [email protected].

Think your past jobs don’t matter? Think again. Liz Brunner, CEO and Founder of Brunner Communications, went from the classroom to the newsroom to the boardroom, proving that every chapter of your career can be a stepping stone.

Organizational expert Amanda Jefferson returns to the podcast to reveal her ultimate decluttering secrets.

Show Notes Info:

Amanda Jefferson is the owner of Indigo Organizing, the creator of the Done-With-You Digital Organizing coaching program and the Get It Done Club, and one of the world's first KonMari consultants. A TEDx speaker and co-host of the Good Enough-Ish podcast, Amanda has been featured in Real Simple, Harpers Bazaar, the Wall Street Journal, and Better Homes & Garden, among others. She was recently named a Top 50 Women Speaker of 2024 by renowned speaker and author Jess Ekstrom. Known affectionately as the Tech Whisperer, Amanda helps busy people declutter their digital lives and talks to audiences about how to quiet the noisy shoulds of society.

Sean Hand joins us to share his tips that can help master the art of networking to build strong, lasting relationships with your clients.

Show Notes Info:

Sean Hand is founder and CEO of Selling by Hand, a business development consulting firm dedicated to helping organizations harness the power of relationship selling to exceed their most ambitious sales goals. With over 15 years of experience in the industry, he is also the author of the Amazon best-seller, That Was Awkward – 7 Secrets of an Awkward Networker. With a global reach, Sean's in-person and virtual trainings along with his published work on the topic have inspired professionals in over 60 countries.

Book - That Was Awkward - 7 Secrets of an Awkward Networker

Speaker - Look me up on Linkedin - Sean Hand, or email at [email protected]

Sean Hand is not affiliated with Hartford Funds