Claim OwnershipHuman-centric Investing Podcast
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Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
154 Episodes
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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.comLinda 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 fullreport, 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 canvisit: 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 fullreport, 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.
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