Human-centric Investing Podcast
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.
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.
Jul 7
28 min
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.
Jun 22
31 min
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.
Jun 10
29 min
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
May 26
25 min
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
May 12
32 min
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.
Apr 29
34 min
Embracing Industry Change: Strategies for Success
Head of Distribution Jon Mackay shares actionable strategies for leading through disruption and turning industry shifts into opportunities.
Apr 13
33 min
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
Mar 27
29 min
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.
Mar 18
28 min
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.
Mar 4
25 min
Load more