Human-centric Investing Podcast

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 full report, Retirement in the USA: The Outlook of the Workforce, you can visit transamericainstitute.or...

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 .

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...

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 feat...

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...

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 Book Podcast: Harnessing Your Wealth Podcast Website: 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.

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.