Human-centric investing Podcast
Summary: The Human-centric investing Podcast provides financial professionals with a human look at the world of investing. Because as much as asset managers want our business to be all about numbers, it's not. It's about much more. It's about investors. It's about relationships, confidence, and trust. Hosted by John Diehl, Sr. VP Strategic Markets at Hartford Funds.
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- Artist: Hartford Funds
- Copyright: Hartford Funds copyright 2018
Podcasts:
Affluent investors used to start their search for a financial advisor by getting recommendations from friends or family. But now affluent investors under 45 are starting that search differently. Find out how this trend has changed and what you can do to increase your chances to be found by affluent prospects when they start their search. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI234.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI200.pdf Note: You may need to login or register to view the worksheet. The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.
Affluent investors used to start their search for a financial advisor by getting recommendations from friends or family. But now affluent investors under 45 are starting that search differently. Find out how this trend has changed and what you can do to increase your chances to be found by affluent prospects when they start their search. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI234.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI200.pdf Note: You may need to login or register to view the worksheet. The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.
Many advisors have no idea if their online presence is helping or hurting their affluent prospecting efforts. And how would they? They aren’t out there studying the digital trends of affluent consumers. That’s how we can help. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI229.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI200.pdf Note: You may need to login or register to view the worksheet. The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.
Many advisors have no idea if their online presence is helping or hurting their affluent prospecting efforts. And how would they? They aren’t out there studying the digital trends of affluent consumers. That’s how we can help. The Oechsli Institute’s 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI229.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI200.pdf Note: You may need to login or register to view the worksheet. The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.
Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI225.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.
Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI225.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.
Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI221.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.
Couples nearing a transitional period later in life—including those retiring or becoming empty nesters—tend to anticipate a stress-free life, enjoying all their favorite things. For many, the transition to the next phase of life is everything they’d hoped for. But for others, the next chapter can be a rude awakening. Why? Because all along, each person had a different idea of what this phase would be like—but they never talked about it. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI221.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI189.pdf Note: You may need to login or register to view the worksheet. Dr. Kristy Archuleta is not affiliated with Hartford Funds.
No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help advisors accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI217.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf Note: You may need to login or register to view the worksheet. David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help financial professionals accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI217.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf Note: You may need to login or register to view the worksheet. David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help advisors accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI217.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf Note: You may need to login or register to view the worksheet. David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help advisors accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI214.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf Note: You may need to login or register to view the worksheet. David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help advisors accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI214.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf Note: You may need to login or register to view the worksheet. David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
No matter how much we want to accomplish our biggest priorities, life's never ending distractions can quickly derail our plans. Unfortunately, self-discipline and willpower alone aren't enough to guard us against these interferences. Dave Ingram, Hartford Funds Regional Vice President and Advisor Consultant, shares strategies that he uses to help financial professionals accomplish their top priorities, allowing them to be fully present with the people and things that matter most when the work is done. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI214.pdf Download Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI186.pdf Note: You may need to login or register to view the worksheet. David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.
In The Odyssey, Ulysses put beeswax in the ears of his crew and had them tie him to the mast of the ship to avoid being tempted by the sirens and steering his ship into the rocks. Annie Duke, decision strategist and former poker pro, explains how advisors can use “Ulysses Contracts” to help client make pre-commitments to help them avoid making panic decisions when market volatility strikes. Transcript: https://www.hartfordfunds.com/content/dam/thf/en/docs/pub/Podcast/MAI201.pdf Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf Ulysses Contract worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI181.pdf Hartford Funds Distributors, LLC., Member FINRA. Annie Duke is not affiliated with Hartford Funds
