Human-centric Investing Podcast

Hartford Funds
  • 4.9 (43)
  • ECONOMÍA Y EMPRESA
  • DOS VECES AL MES
Human-centric Investing Podcast

Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.

  1. 22/11/2024

    How to Recognize Financial Elder Abuse With Your Clients

    Kristin Hetzer, CFP and author of Valle Egypt, discusses a sensitive and unfortunately prevalent topic—financial elder abuse.

    36 min

  2. 13/11/2024

    How to Help Clients Transfer Wisdom, Not Just Wealth

    Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets. Kathleen Burns Kingsbury is not affiliated with Hartford Funds

    30 min

  3. 30/10/2024

    How to Convey to Clients the Importance of Mattering in Retirement

    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

    48 min

  4. 16/10/2024

    How Your Money Style Influences Financial Decision-Making

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

    30 min

  5. 02/10/2024

    Trump vs. Harris: What to Watch For

    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.

    46 min

  6. 17/09/2024

    How Role Setting is Vital to Your Business Planning

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

    27 min

  7. 04/09/2024

    How to Build Trust and Connection With Female Clients

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

    46 min

  8. 15/08/2024

    How Motivational Interviewing Can Change Your Client Interactions

    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.

    27 min
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4.9
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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.

Información

  • Creador
    Hartford Funds
  • Años de actividad
    2017 - 2024
  • Episodios
    99
  • Clasificación
    Apto
  • Copyright
    © Copyright 2024 Hartford Funds
  • Mostrar sitio web
    Human-centric Investing Podcast

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