Human-centric investing Podcast

Julie Genjac, managing director of Hartford Funds Applied Insights, explains the pitfalls of waiting for things to get back to normal. Learn Julie’s 3 P’s to position your practice for success in these unusual times. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI307.pdf Julie Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

When it comes to taking Social Security income, there’s an array of choices that can have a life-changing impact on a client’s finances. As clients seek direction, their financial professional may feel pressured to have all the answers. Mike Lynch, managing director of Hartford Funds Applied Insights, explains a practical yet unique resource that financial professionals often overlook: their clients who’ve already begun taking Social Security income. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI301.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

When it comes to taking Social Security income, there’s an array of choices that can have a life-changing impact on a client’s finances. As clients seek direction, their financial professional may feel pressured to have all the answers. Mike Lynch, managing director of Hartford Funds Applied Insights, explains a practical yet unique resource that financial professionals often overlook: their clients who’ve already begun taking Social Security income. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI301.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses why lack of team roles and responsibilities causes many teams to struggle. She also shares why most teams need a finder, minder, and grinder. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI299.pdf Visit the “Why Many Teams Struggle” Landing Page: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses why lack of team roles and responsibilities causes many teams to struggle. She also shares why most teams need a finder, minder, and grinder. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI299.pdf Visit the “Why Many Teams Struggle” Landing Page: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses why lack of team roles and responsibilities causes many teams to struggle. She also shares why most teams need a finder, minder, and grinder. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI299.pdf Visit the “Why Many Teams Struggle” Landing Page: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html Julie Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Movie scripts tell actors how to play their role in a film. Money scripts determine the role your clients play in their own financial lives. However, these kind of scripts sometimes have a negative influence on financial behavior. Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of money scripts and how to change them if they’ve become problematic. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI293.pdf Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Movie scripts tell actors how to play their role in a film. Money scripts determine the role your clients play in their own financial lives. However, these kind of scripts sometimes have a negative influence on financial behavior. Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of money scripts and how to change them if they’ve become problematic. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI293.pdf Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Movie scripts tell actors how to play their role in a film. Money scripts determine the role your clients play in their own financial lives. However, these kind of scripts sometimes have a negative influence on financial behavior. Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of money scripts and how to change them if they’ve become problematic. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI293.pdf Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Many of us were taught that managing money and investing are strictly rational, intellectual activities. Just by having the right knowledge and skills, we’d automatically make good financial decisions. But is it really that simple? Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of a personal money story and how it can influence clients’ financial health and wellbeing in ways they don’t even realize. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI289.pdf Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Many of us were taught that managing money and investing are strictly rational, intellectual activities. Just by having the right knowledge and skills, we’d automatically make good financial decisions. But is it really that simple? Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of a personal money story and how it can influence clients’ financial health and wellbeing in ways they don’t even realize. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI289.pdf Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Many of us were taught that managing money and investing are strictly rational, intellectual activities. Just by having the right knowledge and skills, we’d automatically make good financial decisions. But is it really that simple? Kathleen Burns Kingsbury, wealth psychology expert and founder of KBK Wealth Connection, explains the concept of a personal money story and how it can influence clients’ financial health and wellbeing in ways they don’t even realize. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI289.pdf Visit the “Your Money Story” Landing Page: https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/your-money-story.html Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

Prospecting often has its challenges, and some financial professionals may find it even more difficult in a socially-distanced environment. Not only is virtual a great alternative, it’s a strategy that can be useful at any time. Bill McManus, managing director of Hartford Funds Applied Insights, explains how financial professionals can actually expand their prospecting reach using social and professional online networks. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI284.pdf Bill McManus is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Prospecting often has its challenges, and some financial professionals may find it even more difficult in a socially-distanced environment. Not only is virtual a great alternative, it’s a strategy that can be useful at any time. Bill McManus, managing director of Hartford Funds Applied Insights, explains how financial professionals can actually expand their prospecting reach using social and professional online networks. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI284.pdf Bill McManus is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.

Prospecting often has its challenges, and some financial professionals may find it even more difficult in a socially-distanced environment. Not only is virtual a great alternative, it’s a strategy that can be useful at any time. Bill McManus, managing director of Hartford Funds Applied Insights, explains how financial professionals can actually expand their prospecting reach using social and professional online networks. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI284.pdf Bill McManus is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.