Human-centric Investing Podcast
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.
Episodes
Are You Deepening—or Elevating—Your Client Relationships?
Every portfolio has a story. Most financial professionals only hear part of it. Renee Hanson shares why uncovering a client's financial identity can lead to deeper conversations and stronger relationships.To learn more, please check out Renee’s book, Finding Your Financial Identity, available on Amazon.
The Book is the Beginning – How Publishing Grows Your Practice
Publishing a book is only the first chapter. Paul McManus returns to the podcast to discuss how financial professionals can transform authorship into a powerful tool for building trust and growing their network.If you’re interested in learning more, please visit: influentialadvisor.com
3 Tenets of High Performing Teams
Elite teams aren't built on talent alone. They're built on trust, accountability, and a shared sense of purpose. Former Navy SEAL Instructor James Fleming shares lessons that can help any growing team perform at a higher level.For more team-building resources, visit hartfordfunds.com.Subscribe to the Human-centric Investing Podcast: Apple: https://podcasts.apple.com/us/podcast/human-centric-investing-podcast/id1202277788Spotify: https://open.spotify.com/show/1TcSp7Duis0FGkBTkzsnkcJames Fleming is not affiliated with Hartford Funds.
Fixed Income in a Fearful Market
PM Campe Goodman will address some of the biggest fixed-income questions financial professionals are hearing from clients today: whether now is a bad time to invest, if inflation remains a major risk, and should they stay in cash.For more insights on today’s fixed-income market and resources to support client conversations, visit hartfordfunds.com.Campe Goodman is not affiliated with Hartford Funds.
Practical Tools to Work With the Monkey Mind
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.
Discovering Your Client’s Financial Identity
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.
The New HNW Playbook: How to Attract & Retain Wealthy Families
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.
What Is the Monkey Mind?
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.
Two Essentials for Attracting the Right Referrals
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.
The Short Book Formula
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
Building a Practice That Scales: What Top Financial Professionals Fix First
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
Trends Reshaping Health and Human Capacity in 2026
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.comDr. Ryan Lazarus is not affiliated with Hartford Funds.
Embracing Industry Change: Strategies for Success
Head of Distribution Jon Mackay shares actionable strategies for leading through disruption and turning industry shifts into opportunities.
How to Harness the 3 Revolutions to Prepare for the Future
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
Who Cares for the Caregiver?
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.
Empowering Clients with Negotiation Skills
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.comLinda Babcock is not affiliated with Hartford Funds.
Health is Wealth: Why Performance Requires a System
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
Demystifying Private Markets: Opportunities, Risks, and Real-World Insights
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
Recognizing Longevity Planning: How to Embrace Aging with Intention
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
Breaking Bias in the Workplace
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.
Starting the Hard Conversations: A Therapist’s Guide for Financial Professionals
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.
The Power of Podcasting as a Financial Professional
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.
159: How to Get AI to Recommend Your Business
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.
Rewiring Your Clients’ Relationship with Money
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.
Supporting Loved Ones Through Dementia
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.
The Art & Science of Effective Video Marketing
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.
Cultivating Your Niche and Standing Out to Clients
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.
Navigating the Next Generation Investor
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/
Transforming Advisory Services for Better Client Outcomes
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 fullreport, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.
Taxes, Treasuries, and Tariffs: What’s Next for Fixed Income?
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 canvisit: https://www.hartfordfunds.com/insights/market-perspectives/fixed-income/when-doves-cry.html
Empowering the Next Generation of Financial Professionals
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/
Retirement Realities: Today’s Needs and Tomorrow’s Dreams
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 fullreport, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.org.
How to Lead with Presence
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].
How to Encourage Early Career Development in Relationship Building
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].
Leveraging Life Lessons for Career and Growth
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.
How to Quiet “Shoulds” with the FOCUS Method
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.
How to Network and Build Lasting Connections
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 NetworkerSpeaker - Look me up on Linkedin - Sean Hand, or email at [email protected] Hand is not affiliated with Hartford Funds
How to Empower the Next Generation with Financial Literacy
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 BookPodcast: Harnessing Your Wealth PodcastWebsite: https://petersonws.com/
How Physical and Digital Clutter Can Cost You and Your Clients
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
The Evolution of Wealth Management Advice
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.
Riding the Wave of Fixed-Income Uncertainty
With heightened uncertainty in Washington, Amar Reganti dives into the benefits of a more flexible investing approach.
How a Jockey’s Financial Journey Led to Peace and Prosperity
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
How to Protect Elderly Clients From Family Inheritance Manipulation
Kristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.Kristin Hetzer is not affiliated with Hartford Funds
The First 100 Days: Trump’s Fast and Furious Start
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.
How to Guide Clients Through Life Transitions in Retirement
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.
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.
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
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
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.
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.