Human-centric investing Podcast

Recognizing your talents and promoting them doesn’t always come easily. The first step in building your personal brand is defining what makes your services appealing and distinguishes you from others. This includes identifying your strengths, areas of improvement, goals, motivations, and values. Assessing them will lay the foundation for establishing your brand and marketing yourself. Personal branding worksheet (note: you must login or register to view): https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI039.pdf Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI099.pdf Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds.

We all face the challenges of having more things to do than time to do them. So why do some financial professionals stay busy all day without moving the needle, while others seem to make leaps and bounds in their practice without breaking a sweat? In this episode, you’ll find out why. You’ll learn why greater success may only require you to focus on one or two activities that you're already good at. Time management worksheet (note: you must login or register to view): https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI057.pdf Time management webinar replay (note: you must login or register to view): https://www.hartfordfunds.com/auth-pages/webinar-replay-overcoming-the-bottleneck.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI097.pdf ProductivityGiant.com is not an affiliate or subsidiary of Hartford Funds.

We all face the challenges of having more things to do than time to do them. So why do some advisors stay busy all day without moving the needle, while others seem to make leaps and bounds in their practice without breaking a sweat? In this episode, you’ll find out why. You’ll learn why greater success may only require you to focus on one or two activities that you're already good at. Time management worksheet (note: you must login or register to view): https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI057.pdf Time management webinar replay (note: you must login or register to view): https://www.hartfordfunds.com/auth-pages/webinar-replay-overcoming-the-bottleneck.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI097.pdf ProductivityGiant.com is not an affiliate or subsidiary of Hartford Funds.

We all face the challenges of having more things to do than time to do them. So why do some advisors stay busy all day without moving the needle, while others seem to make leaps and bounds in their practice without breaking a sweat? In this episode, you’ll find out why. You’ll learn why greater success may only require you to focus on one or two activities that you're already good at. Time management worksheet (note: you must login or register to view): https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI057.pdf Time management webinar replay (note: you must login or register to view): https://www.hartfordfunds.com/auth-pages/webinar-replay-overcoming-the-bottleneck.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI097.pdf ProductivityGiant.com is not an affiliate or subsidiary of Hartford Funds.

We all know that brands are important for companies, but they're also important for you. Branding expert, Jill Slomski, shares how personal branding leads to powerful outcomes, how it helps you promote yourself and makes a lasting impression in the minds of others. It's what people say about you when you leave the room. The result is a signature image, a unique voice, as well as standards and expectations that others can grow to recognize. Personal branding worksheet (note: you must login or register to view): https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI039.pdf Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI095.pdf Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds.

We all know that brands are important for companies, but they're also important for you. Branding expert, Jill Slomski, shares how personal branding leads to powerful outcomes, how it helps you promote yourself and makes a lasting impression in the minds of others. It's what people say about you when you leave the room. The result is a signature image, a unique voice, as well as standards and expectations that others can grow to recognize. Personal branding worksheet (note: you must login or register to view): https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI039.pdf Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI095.pdf Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds.

John Diehl and Dr. Coughlin discuss the critical role of women in the economy, as consumers, and as decision-makers for their families. They also share MIT AgeLab's research about the characteristics women value most when choosing and working with a financial professional. Connecting with Women Investors: https://www.hartfordfunds.com/financial-professionals/practice-management/women-investors-opportunity.html Client Seminar for Women: https://www.hartfordfunds.com/financial-professionals/clientseminars/investing-your-way.html Personal Branding for Women Financial Professionals: https://www.hartfordfunds.com/financial-professionals/practice-management/how-would-you-describe-your-personal-brand.html Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI088_transcript%20website.pdf

John Diehl and Dr. Coughlin discuss the critical role of women in the economy, as consumers, and as decision-makers for their families. They also share MIT AgeLab's research about the characteristics women value most when choosing and working with a financial advisor. Connecting with Women Investors: https://www.hartfordfunds.com/financial-professionals/practice-management/women-investors-opportunity.html Client Seminar for Women: https://www.hartfordfunds.com/financial-professionals/clientseminars/investing-your-way.html Personal Branding for Women Advisors: https://www.hartfordfunds.com/financial-professionals/practice-management/how-would-you-describe-your-personal-brand.html Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI088_transcript%20website.pdf

John Diehl and Dr. Coughlin discuss the critical role of women in the economy, as consumers, and as decision-makers for their families. They also share MIT AgeLab's research about the characteristics women value most when choosing and working with a financial advisor. Connecting with Women Investors: https://www.hartfordfunds.com/financial-professionals/practice-management/women-investors-opportunity.html Client Seminar for Women: https://www.hartfordfunds.com/financial-professionals/clientseminars/investing-your-way.html Personal Branding for Women Advisors: https://www.hartfordfunds.com/financial-professionals/practice-management/how-would-you-describe-your-personal-brand.html Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI088_transcript%20website.pdf

For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As we live longer, and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close with friends and family? How do you maintain independence and mobility? How do you embrace new experiences? The answer: technology. With smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips. Financial advisors can learn five ways the MIT AgeLab says technology will change how we age. 5 Ways Tech Will Change How You Age landing page: https://www.hartfordfunds.com/financial-professionals/mit/5-ways-tech.html Client whitepaper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/flyers/MAI054.pdf Client workbook: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/seminarmaterials/MAI063.pdf Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI087.pdf

For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As we live longer, and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close with friends and family? How do you maintain independence and mobility? How do you embrace new experiences? The answer: technology. With smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips. Financial professionals can learn five ways the MIT AgeLab says technology will change how we age. 5 Ways Tech Will Change How You Age landing page: https://www.hartfordfunds.com/financial-professionals/mit/5-ways-tech.html Client whitepaper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/flyers/MAI054.pdf Client workbook: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/seminarmaterials/MAI063.pdf Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI087.pdf

For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As we live longer, and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close with friends and family? How do you maintain independence and mobility? How do you embrace new experiences? The answer: technology. With smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips. Financial advisors can learn five ways the MIT AgeLab says technology will change how we age. 5 Ways Tech Will Change How You Age landing page: https://www.hartfordfunds.com/financial-professionals/mit/5-ways-tech.html Client whitepaper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/flyers/MAI054.pdf Client workbook: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/seminarmaterials/MAI063.pdf Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI087.pdf

As a financial advisor, have you ever wondered if the value you're providing is keeping pace with the changing needs of your clients? Today's retirees are more educated, tech-savvy, and demanding than any previous generation. Each successive generation has great expectations that life will continue to get longer and better as they age. John Diehl and Dr. Joe Coughlin, Director of the MIT AgeLab, discuss the evolution of financial advice and the continuum of advisor value, including transaction-based value (3:06), planning-based value (4:48), and longevity-solutions value (6:08). Dr. Coughlin also shares three resources advisors can draw upon to meet clients' longevity expectations. View the resources from this episode: Future of Advice diagram: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice/new-diagram.html Future of Advice Whitepaper written by Dr. Coughlin: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice.html Hartford Funds and MIT AgeLab resources – https://www.hartfordfunds.com/financial-professionals/mit.html Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI085.pdf

As a financial professional, have you ever wondered if the value you're providing is keeping pace with the changing needs of your clients? Today's retirees are more educated, tech-savvy, and demanding than any previous generation. Each successive generation has great expectations that life will continue to get longer and better as they age. John Diehl and Dr. Joe Coughlin, Director of the MIT AgeLab, discuss the evolution of financial advice and the continuum of professional value, including transaction-based value (3:06), planning-based value (4:48), and longevity-solutions value (6:08). Dr. Coughlin also shares three resources financial professionals can draw upon to meet clients' longevity expectations. View the resources from this episode: Future of Advice diagram: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice/new-diagram.html Future of Advice Whitepaper written by Dr. Coughlin: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice.html Hartford Funds and MIT AgeLab resources – https://www.hartfordfunds.com/financial-professionals/mit.html Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI085.pdf

As a financial advisor, have you ever wondered if the value you're providing is keeping pace with the changing needs of your clients? Today's retirees are more educated, tech-savvy, and demanding than any previous generation. Each successive generation has great expectations that life will continue to get longer and better as they age. John Diehl and Dr. Joe Coughlin, Director of the MIT AgeLab, discuss the evolution of financial advice and the continuum of advisor value, including transaction-based value (3:06), planning-based value (4:48), and longevity-solutions value (6:08). Dr. Coughlin also shares three resources advisors can draw upon to meet clients' longevity expectations. View the resources from this episode: Future of Advice diagram: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice/new-diagram.html Future of Advice Whitepaper written by Dr. Coughlin: https://www.hartfordfunds.com/financial-professionals/mit/whitepapers/thefutureofadvice.html Hartford Funds and MIT AgeLab resources – https://www.hartfordfunds.com/financial-professionals/mit.html Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI085.pdf