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Human-centric investing Podcast

Hartford Funds

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Human-centric investing Podcast

Human-centric investing Podcast

Hartford Funds

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Followers
1
Plays
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About Us

The Human-Centric investing Podcast provides you with a human look at the world of investing. Because as much as asset managers want our business to be all about numbers, it's not. It's about much more. It's about investors. It's about relationships, confidence, and trust. Hosted by John Diehl, Sr. VP Strategic Markets at Hartford Funds.

Latest Episodes

Episode 37 – How Couples Can Align Their Retirement Visions, Part 2

Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI225.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.

27 MIN3 w ago
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Episode 37 – How Couples Can Align Their Retirement Visions, Part 2

Episode 36 - How Couples Can Align Their Retirement Visions, Part 1

Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI221.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.

29 MINJAN 2
Comments
Episode 36 - How Couples Can Align Their Retirement Visions, Part 1

Episode 35 – How To Win The Game Before It’s Even Played, Part 2

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 advisors 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.

26 MIN2019 DEC 2
Comments
Episode 35 – How To Win The Game Before It’s Even Played, Part 2

Episode 34 – How To Win The Game Before It’s Even Played, Part 1

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 advisors 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.

24 MIN2019 NOV 2
Comments
Episode 34 – How To Win The Game Before It’s Even Played, Part 1

Episode 33 – Back from the Future, Part 3 The Siren Syndrome

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 advisors 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

32 MIN2019 OCT 15
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Episode 33 – Back from the Future, Part 3 The Siren Syndrome

Episode 32 – Back from the Future, Part 2 Time Travel

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 advisors 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

31 MIN2019 SEP 2
Comments
Episode 32 – Back from the Future, Part 2 Time Travel

Episode 31 – Back from the Future, Part 1

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

25 MIN2019 AUG 2
Comments
Episode 31 – Back from the Future, Part 1

Episode 30 – Accidental Sabotage, Part 2

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, concludes her discussion explaining how many advisors unknowingly sabotage their relationships with women clients, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI187.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

23 MIN2019 JUL 2
Comments
Episode 30 – Accidental Sabotage, Part 2

Episode 29 – Accidental Sabotage, Part 1

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, explains how many advisors unknowingly sabotage their relationships, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI184.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the transcript or workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

23 MIN2019 JUN 2
Comments
Episode 29 – Accidental Sabotage, Part 1

Episode 28 – Communicating To Connect, Part 2

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

35 MIN2019 MAY 2
Comments
Episode 28 – Communicating To Connect, Part 2

Latest Episodes

Episode 37 – How Couples Can Align Their Retirement Visions, Part 2

Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI225.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.

27 MIN3 w ago
Comments
Episode 37 – How Couples Can Align Their Retirement Visions, Part 2

Episode 36 - How Couples Can Align Their Retirement Visions, Part 1

Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI221.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.

29 MINJAN 2
Comments
Episode 36 - How Couples Can Align Their Retirement Visions, Part 1

Episode 35 – How To Win The Game Before It’s Even Played, Part 2

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 advisors 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.

26 MIN2019 DEC 2
Comments
Episode 35 – How To Win The Game Before It’s Even Played, Part 2

Episode 34 – How To Win The Game Before It’s Even Played, Part 1

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 advisors 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.

24 MIN2019 NOV 2
Comments
Episode 34 – How To Win The Game Before It’s Even Played, Part 1

Episode 33 – Back from the Future, Part 3 The Siren Syndrome

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 advisors 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

32 MIN2019 OCT 15
Comments
Episode 33 – Back from the Future, Part 3 The Siren Syndrome

Episode 32 – Back from the Future, Part 2 Time Travel

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 advisors 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

31 MIN2019 SEP 2
Comments
Episode 32 – Back from the Future, Part 2 Time Travel

Episode 31 – Back from the Future, Part 1

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

25 MIN2019 AUG 2
Comments
Episode 31 – Back from the Future, Part 1

Episode 30 – Accidental Sabotage, Part 2

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, concludes her discussion explaining how many advisors unknowingly sabotage their relationships with women clients, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI187.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

23 MIN2019 JUL 2
Comments
Episode 30 – Accidental Sabotage, Part 2

Episode 29 – Accidental Sabotage, Part 1

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, explains how many advisors unknowingly sabotage their relationships, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI184.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the transcript or workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

23 MIN2019 JUN 2
Comments
Episode 29 – Accidental Sabotage, Part 1

Episode 28 – Communicating To Connect, Part 2

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

35 MIN2019 MAY 2
Comments
Episode 28 – Communicating To Connect, Part 2
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