Human-centric Investing Podcast

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!

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.

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.

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.

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

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.

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

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.

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.

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.