Human-centric Investing Podcast

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.

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.

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.

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

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

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.com Dr. Ryan Lazarus is not affiliated with Hartford Funds.

Head of Distribution Jon Mackay shares actionable strategies for leading through disruption and turning industry shifts into opportunities.

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.com Linda 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 full report, 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 can visit: 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/