Human-centric Investing Podcast

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 [email protected].

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].

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 NetworkerSpeaker - Look me up on Linkedin - Sean Hand, or email at [email protected] 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 BookPodcast: Harnessing Your Wealth PodcastWebsite: 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.