87 episodes
Human-centric Investing Podcast Hartford Funds
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- Business
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4.9 • 43 Ratings
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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.
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How to Get Matched With Women and Underrepresented Investors
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.
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How to Address the Different Needs of Women in Retirement
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.
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How Enhancing Your Digital Presence Can Make a Better First Impression
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.
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How Financial Professionals Can Build and Grow Resilient Practices
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.
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How Brain Breaks Enhance Work Performance and Concentration
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.
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How Women and Next Generation Clients Are Influencing Advisory Relationships
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.
Customer Reviews
Great Podcast for Financial Professionals
Helps to understand my clients better, how to build my business, and navigate markets
Fantastic Content
Great content & speakers! I love hearing from Dr. Joe Coughlin and his insights from the MIT AgeLab. Julie Genjac & John Diehl are equally as entertaining and informative. This is a great listen while driving and provides me with information that can be used in my professional and home life.
Interesting / useful content
Excellent speakers who go beyond the numbers, to show investors how they can improve their lives now and in retirement.