Human-centric Investing Podcast: Recent Episodes
Hartford Funds
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.
Ever catch yourself checking, refreshing, or worrying just to feel a little more in control? Jennifer Shannon returns to the podcast to explain why those habits may be feeding your "monkey mind" and share practical tools to help manage uncertainty.
If you’re interested in learning more, Jennifer’s book “Don’t Feed the Monkey Mind” is an excellent resource, and is available at Amazon.
Your client’s portfolio isn't always the real conversation. Sometimes the most important thing in the room is the fear, experience, or belief that no one has talked about yet. Listen to Renee Hanson discuss uncovering a client's financial identity.
High-net-worth clients have options—lots of them. In this episode, Steven Weill shares how elite financial professionals differentiate themselves through deeper relationships, exceptional service, and a more comprehensive approach to wealth management.
Your brain has an alarm system. It just wasn’t built for modern markets. Jennifer Shannon breaks down the “Monkey Mind”—why it overreacts, what it gets wrong, and how awareness can change the way we make decisions.
If you’re interested in learning more, Jennifer’s book “Don’t Feed the Monkey Mind” is an excellent resource, and is available at Amazon.
Unlock a steady flow of ideal referrals by fixing two often-overlooked constraints—lack of focus and lack of framing—with these insights from Dr. Jon Randall.
If you’re interested in learning more, please visit: xfa.coach
Dr. Jon Randall is not affiliated with Hartford Funds.
Paul McManus breaks down why a book isn’t about royalties—it’s about reach. Specifically, how it helps prospects discover you, build trust, and decide to work with you long before the first conversation.
If you’re interested in learning more, please visit: influentialadvisor.com
Want to scale faster? Start where most practices don’t: capacity. Dr. Jon Randall shares why too many of the wrong clients quietly blocks growth and where to redirect your attention instead.
If you’re interested in learning more, please visit: xfa.coach
Wellness shouldn’t feel like another full‑time job. In this episode, Dr. Ryan Lazarus brings compassion, perspective, and practicality to the way we think about health and longevity.
If you’re interested in learning more, please visit: lazarusmethod.com
Dr. Ryan Lazarus is not affiliated with Hartford Funds.
Head of Distribution Jon Mackay shares actionable strategies for leading through disruption and turning industry shifts into opportunities.
InvestInU Founder Jonathan Ainsley takes a closer look at how three transformative revolutions—longevity, artificial intelligence, and our evolving relationships (especially with self)—are reshaping the future.
If you’re interested in learning more, please visit: longevityplanning.me
Caregivers often show up for everyone except themselves. Sherri Snelling joins us to reframe self‑care as essential, not selfish, in the caregiving journey.
To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube.
Sherri Snelling is not affiliated with Hartford Funds.
Avoiding negotiation might feel safer, but it could be costing you more than you think. Linda Babcock explains why shifting the conversation from conflict to collaboration can create wins in real life.
If you’re interested in learning more, please visit: www.thenoclub.com
Linda Babcock is not affiliated with Hartford Funds.
You wouldn't invest without a strategy—so why live without one? Dr. Ryan Lazarus joins the podcast to connect health and wealth through the same idea: systems beat improvisation.
If you’re interested in learning more, please visit: lazarusmethod.com
Schroders' Benjamin Alt reveals how Private Equity may deliver outperformance and could smooth out volatility, especially when markets get rocky.
If you’re interested in learning more, please visit: https://www.hartfordfunds.com/insights/market-perspectives/equity/the-private-equity-opportunity-set.html
Longevity creates opportunity, and blind spots no one budgets for. Hear InvestInU CEO Jonathan Ainsley on the unexpected costs families miss and how you can guide clients with confidence.
If you’re interested in learning more, please visit: longevityplanning.me
To learn more visit www.thenoclub.com or check out Linda’s book, “The No Club: Putting a Stop to Women’s Dead-End Work” now available at Amazon.com.
For clients, talking about money can stir up deep feelings. Erika Wasserman shares language and listening techniques to help encourage openness and ease defensiveness.
To learn more visit yourfinancialtherapist.com or check out Erika’s book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Mindset” now available at Amazon.com.
From finding the right co-host to building credibility in a specialized field, Jeremy Stanley shares his secrets to building a top podcast.
To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com. You can also hear more about CRNA topics of interest on Jeremey’s podcast, Beyond the Mask, available anywhere you get your podcasts.
Samantha Russell returns to the podcast to explore how AI acts as the gatekeeper for business visibility, and what you can do to stand out.
To learn more or to have Samantha speak at your next event, visit fmgsuite.com.
Financial therapist Erika Wasserman explores how early money experiences shape today’s decisions.
To learn more visit yourfinancialtherapist.com or check out Erika’s book, “Conversations with Your Financial Therapist: Stories and Scripts to Grow Your Mindset” now available at Amazon.com.
As dementia diagnoses rise, so do the financial demands on families. Sherri Snelling explores how to initiate meaningful conversations with clients that protect both dignity and financial stability.
To learn more visit https://caregivingclub.com/ and Caregiving Club on YouTube.
Sherri Snelling is not affiliated with Hartford Funds.
Whether you're new to video or refining your strategy, Samantha Russell shares how to turn viewers into engaged prospects.
To learn more or to have Samantha speak at your next event, visit fmgsuite.com.
Samantha Russell is not affiliated with Hartford Funds.
Jeremy Stanley emphasizes the importance of financial professionals committing to a specific niche to become recognized as the “go-to” expert in that area, sharing insights from his personal experience in serving CRNAs.
Show Notes Info:
To learn more or to have Jeremy speak at your next event, visit crnafinancialplanning.com.
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 info@lizbrunner.com.
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 sean@sellbyhand.com.
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 sean@sellbyhand.com
Sean Hand is not affiliated with Hartford Funds
Billy Peterson returns to discuss the importance of financial literacy and how he’s teaching critical skills to younger generations in his community.
Book: From the Starting Gate Book
Podcast: Harnessing Your Wealth Podcast
Website: https://petersonws.com/
Amanda Jefferson explores the impact of physical and digital clutter on both your life and your clients’ lives—and provides key practices to help minimize it.
Amanda Jefferson is not affiliated with Hartford Funds
Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, joins us to discuss new client expectations, the demand for holistic advice, the evolution of women and wealth, and much more.
With heightened uncertainty in Washington, Amar Reganti dives into the benefits of a more flexible investing approach.
Billy Peterson, former jockey and current financial advisor, discusses his three pillars to a successful life—wealth, health, and happiness.
Billy Peterson is not affiliated with Hartford Funds
Kristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.
Kristin Hetzer is not affiliated with Hartford Funds
While 2024 was all about politics and the election, 2025 will be a year of substantive policy changes. JT Taylor breaks down how this could affect financial markets and financial advisors.
Nancy Schlossberg returns to the podcast to discuss three major components to help clients make sense out of the transitions they are experiencing in retirement.
Kristin Hetzer, CFP and author of Valle Egypt, discusses a sensitive and unfortunately prevalent topic—financial elder abuse.
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
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
Kathleen Burns Kingsbury, wealth psychology expert, explains why financial professionals should know the importance of each client's money story.
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.
Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.
Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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 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.
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
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.
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!
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.
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.
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.
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.
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.
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.
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 do you respond when clients confide in you? Tim Owings, PhD, shares actionable steps for building openness and communication through storytelling.
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 reevaluate healthcare costs and provide easy solutions to potentially save them thousands of dollars.
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.
Schroders CIO Johanna Kyrklund discusses why investors need to be both strategic and tactical while managing their portfolios as central banks change policies. Johanna Kyrklund is not affiliated with Hartford Funds
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.
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.
There is no substitute for hard work. However, the hustle and grind may only take you so far. Hartford Funds’ Dave Ingram shares tips on making sure that effort is translating to productive outcomes when it comes to your business goals.
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
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
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.
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.
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.
Dave Ingram discusses how optimizing your physical and social environment can help you obtain better results in business and in life
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.
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.
How to apply awareness, engagement, and conversion methods on Facebook to get prospects coming to you.
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.
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.
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.
What surprises may lay ahead for investors? Nanette Abuhoff Jacobson shares her outlook and positioning ideas for the year ahead.
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.
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 (https://youtu.be/9OO_YQDJlk8) Jay Wright is not affiliated with Hartford Funds.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Living longer is one of the major factors raising clients’ expectations of advice. How can financial professionals help educate clients and prospects about needs that go beyond the realm of investing? Instead of simply telling clients what they should anticipate in older age, connect them to relevant resources. By collaborating with professionals outside of your natural network, you can host client events featuring a longevity-specialist panel. Learn why these events have been successful and the steps to coordinating one. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI262.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Whitepapers/MAI009.pdf Curtis Ranta 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.
The idea of asking for referrals can make even the most seasoned financial professional squirm. What many financial professionals may not realize is that satisfied clients are already naturally inclined to share your services, and by not asking for a referral you’re likely passing up a great opportunity. Dave Ingram, Hartford Funds regional vice president and advisor consultant, shares a simple, proven strategy for increasing your consistency and effectiveness in asking for referrals, and why periods of volatility can be the most practical and important time to do it. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI257.pdf 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.
We’re starting to think about life after the pandemic. Will your practice change a little or a lot? And how will you figure that out? Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses how to evaluate your team’s performance during the pandemic and how to apply what you learn.
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI251.pdf
From Crisis to Team Continuity: https://www.hartfordfunds.com/practice-management/practice-management-strategies/from-crisis-to-team-continuity.html
Hartford Funds Distributors, LLC, Member FINRA.
Julie Genjac, managing director, Hartford Funds Applied Insights Team, conveys how small adjustments to your team can lead to significant results.
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI249.pdf
Why Many Teams Struggle: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html
Hartford Funds Distributors, LLC, Member FINRA.
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.
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.
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
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
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
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
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
In this episode, Erik Strid, Founding Principal and CEO of Cencentus Wealth Advisors, explains how he helps clients through the honeymoon phase of retirement. Learn how he guides clients that love work, dislike work, and those in between to find a purpose in retirement. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI163.pdf Concentus Wealth Advisors is not an affiliate or subsidiary of Hartford Funds.
Is Social Security income taxable? Many recipients are shocked to learn the answer is, “yes.” Check out the latest installment to hear Mike Lynch, Managing Director of Strategic Markets at Hartford Funds discuss scenarios where benefits may be subject to taxation and ways you can help clients avoid potential reductions. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI161.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html
In this episode, Erik Strid, Founding Principal and CEO of Cencentus Wealth Advisors, why he’s found offering great investment and planning advice isn’t enough anymore. His clients expect more. He uses the MIT AgeLab 8,000 Days content to provide a blueprint for what his clients can expect to experience in retirement. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI157.pdf Concentus Wealth Advisors and the MIT AgeLab are not affiliates or subsidiaries of Hartford Funds.
In this episode, Leon Labrecque, Managing Partner and CEO of LJPR Financial Advisors, explains why embracing and communicating MIT AgeLab longevity ideas are resonating with his clients and prospects. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI155.pdf The MIT AgeLab, Leon Labrecque, LJPR Financial Advisors, and Sequoia Financial Group are not affiliates or subsidiaries of Hartford Funds
In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about the role of financial professionals in the retirement plans, new tools that are helping participants prepare for retirement, and trends that are changing the retirement plan industry. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI151.pdf See John Hancock's 5th Annual Financial Stress Survey Results: http://www.jhrps.com/wellness John Hancock is not an affiliate or subsidiary of Hartford Funds
Nine scenarios. That’s what a single person has to consider when claiming retirement benefits. For married couples, the available options grow to 81. That figure makes it easy to see why people can get overwhelmed and confused. While the most suitable option may not be the same for everyone, Mike Lynch, Managing Director of Strategic Markets at Hartford Funds, explains how you can help by sharing factors to consider. Married couples have 81 ways to claim Social Security. Here's how to maximize your benefits, cnbc.com, 6/6/17 Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI148%20Episode%2021%20podcast%20transcript.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html
In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about trends in the retirement plans industry, the latest results from their Financial Stress Survey and his thoughts about financial wellness. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI147.pdf John Hancock is not an affiliate or subsidiary of Hartford Funds
In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the third and fourth levels of the Word of Mouth Influence Hierarchy: Activating Conversations and Emotionally Connecting. Download Workbook (You’ll need to register or login to view the workbook): https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI143.pdf The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.
Have your referrals plateaued? That could be because it can be awkward to ask for referrals, and clients don’t like being asked to give them. Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with financial professionals: the number of referrals received in the past year. In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the first two levels of the Word of Mouth Influence Hierarchy: Exceeding professional expectations and emotionally connecting with clients. Workbook (you’ll need to register or login to view): https://www.hartfordfunds.com/content/dam/thf/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI139.pdf The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds
Sixty percent of workers claim benefits before their full retirement age. By doing so, they lock in a lower-than-expected benefit for the remainder of their lives.* Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, about a way to reframe the age-old question, “When should I begin taking Social Security income?” to better equip clients when making critical decisions about their benefits.
*When is the Best Age for Americans to Claim Social Security?, newsweek.com, 12/21/17
Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI134.pdf
Workbook: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf
Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html
Many financial professionals want to be perceived by their clients as more than just the investment person. But that can be difficult if you’re only meeting once a year to review their investments and future goals. Jill Slomski, president of Niche Team, LLC, explains how to plan and implement a 12 month rolling marketing calendar to connect with clients at events on a more regular basis. It’s easier than you think. The results: increased client loyalty, more referrals and fun.
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI131.pdf
Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds
Sixty five percent of baby boomer workers plan to work past age 65 or do not plan to retire.* Dr. Joe Coughlin, director of the MIT AgeLab, shares how employers can gain a competitive advantage by embracing a five-generation workplace and how aging workers’ mindsets and attitudes may need to change.
*Source: Transamerica Center for Retirement Studies, Ready or Not: Baby Boomers Are Revolutionizing Retirement, 12/18/14. Most recent data available used.
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI124.pdf
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds
In this episode, we’ll explore what's called 'present bias.' It is the tendency to make choices that are biased toward whatever is easiest to do right now. We'll discuss how you can help your clients overcome this very human inclination to put off the hard decisions. Personal finance expert Farnoosh Torabi interviews one of the intellectual godfathers of behavioral economics, Professor David Laibson. He chairs the economics department at Harvard University and he leads the university's Foundations of Human Behavior initiative.
Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI116.pdf
Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.
Personal finance expert Farnoosh Torabi and Professor David Laibson of the Harvard University Economics Department talk about how financial professionals can use the science of choice architecture to structure the way their clients make choices, helping them arrive at better outcomes.
Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI115.pdf
Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.
Many financial professionals realize the potential of LinkedIn for client acquisition. But few have mastered it. That’s because LinkedIn is complex, and it doesn’t come with an instruction manual for financial professionals. Our host, John Diehl, asked Stephen Boswell, president of The Oechsli Institute about their LinkedIn research. You’ll hear best practices and action steps used by financial professionals who successfully acquired clients using LinkedIn and how you can too.
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI108.pdf
Mastering LinkedIn resources landing page: https://www.hartfordfunds.com/linked
The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.
In the US, 1 in 4 families are providing upwards of 21 hours a week providing care to a loved one. Dr. Joe Coughlin, director of the MIT AgeLab, shares how financial professionals might be able to help their clients who are experiencing, some for the first time, what it means to be a caregiver.
Helping Clients Who Are Caregivers article: https://www.hartfordfunds.com/financial-professionals/mit/8000-days-of-retirement/cost-of-caring.html
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI104.pdf
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
We all face the challenges of having more things to do than time to do them. So why do some financial professionals stay busy all day without moving the needle, while others seem to make leaps and bounds in their practice without breaking a sweat? In this episode, you’ll find out why. You’ll learn why greater success may only require you to focus on one or two activities that you're already good at.
Time management worksheet (note: you must login or register to view):
https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI057.pdf
Time management webinar replay (note: you must login or register to view):
https://www.hartfordfunds.com/auth-pages/webinar-replay-overcoming-the-bottleneck.html
Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI097.pdf
ProductivityGiant.com is not an affiliate or subsidiary of Hartford Funds.
John Diehl and Dr. Coughlin discuss the critical role of women in the economy, as consumers, and as decision-makers for their families. They also share MIT AgeLab's research about the characteristics women value most when choosing and working with a financial professional.
Connecting with Women Investors: https://www.hartfordfunds.com/financial-professionals/practice-management/women-investors-opportunity.html
Client Seminar for Women: https://www.hartfordfunds.com/financial-professionals/clientseminars/investing-your-way.html
Personal Branding for Women Financial Professionals: https://www.hartfordfunds.com/financial-professionals/practice-management/how-would-you-describe-your-personal-brand.html
Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI088_transcript%20website.pdf
For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As we live longer, and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close with friends and family? How do you maintain independence and mobility? How do you embrace new experiences? The answer: technology. With smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips. Financial professionals can learn five ways the MIT AgeLab says technology will change how we age.
5 Ways Tech Will Change How You Age landing page: https://www.hartfordfunds.com/financial-professionals/mit/5-ways-tech.html
Client whitepaper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/flyers/MAI054.pdf
Client workbook: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/seminarmaterials/MAI063.pdf
Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI087.pdf
As a financial professional, have you ever wondered if the value you're providing is keeping pace with the changing needs of your clients? Today's retirees are more educated, tech-savvy, and demanding than any previous generation. Each successive generation has great expectations that life will continue to get longer and better as they age. John Diehl and Dr. Joe Coughlin, Director of the MIT AgeLab, discuss the evolution of financial advice and the continuum of financial professional value - including transaction-based value (3:06), planning-based value (4:48), and longevity-solutions value (6:08). Dr. Coughlin also shares three resources financial professionals can draw upon to meet clients' longevity expectations. View the resources from this episode:
Future of Advice diagram: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice/new-diagram.html
Future of Advice Whitepaper written by Dr. Coughlin: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice.html
Hartford Funds and MIT AgeLab resources – https://www.hartfordfunds.com/financial-professionals/mit.html
Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI085.pdf
John Diehl and Dr. Joe Coughlin, Director of the MIT AgeLab, discuss how financial professionals can create a new story for 8000 days of retirement. Topics covered include helping clients manage ambiguity (9:28), big decisions (11:17), complexity (14:07), and living solo (17:57).