Human-centric investing Podcast

In this episode, we’ll explore what's called 'present bias.' It is the tendency to make choices that are biased toward whatever is easiest to do right now. We'll discuss how you can help your clients overcome this very human inclination to put off the hard decisions. Personal finance expert Farnoosh Torabi interviews one of the intellectual godfathers of behavioral economics, Professor David Laibson. He chairs the economics department at Harvard University and he leads the university's Foundations of Human Behavior initiative. Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI116.pdf Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.

In this episode, we’ll explore what's called 'present bias.' It is the tendency to make choices that are biased toward whatever is easiest to do right now. We'll discuss how you can help your clients overcome this very human inclination to put off the hard decisions. Personal finance expert Farnoosh Torabi interviews one of the intellectual godfathers of behavioral economics, Professor David Laibson. He chairs the economics department at Harvard University and he leads the university's Foundations of Human Behavior initiative. Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI116.pdf Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.

Personal finance expert Farnoosh Torabi and Professor David Laibson of the Harvard University Economics Department talk about how financial advisers can use the science of choice architecture to structure the way their clients make choices, helping them arrive at better outcomes. Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI115.pdf Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.

Personal finance expert Farnoosh Torabi and Professor David Laibson of the Harvard University Economics Department talk about how financial advisers can use the science of choice architecture to structure the way their clients make choices, helping them arrive at better outcomes. Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI115.pdf Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.

Personal finance expert Farnoosh Torabi and Professor David Laibson of the Harvard University Economics Department talk about how financial advisers can use the science of choice architecture to structure the way their clients make choices, helping them arrive at better outcomes. Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI115.pdf Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.

In a world of swift and constant change, your clients are searching for answers to a myriad of pressing questions in their lives. In some cases, they want to satisfy their curiosity. In others, they’re trying to grasp investment insights or weigh their options. When you provide solutions to these questions, they’ll see you as an essential part of their lives. Think of people in your life who have given you vital insights or solutions to nagging problems, or mentoring that grew your career equity—you think of them as true partners you can’t live without. No one wants to lose their fountain of knowledge. In this podcast John Diehl interviews Tim Sanders, New York Times bestselling author and sales innovation expert, about how a financial advisor can become a fountain of knowledge. From Optional to Essential resources landing page: https://www.hartfordfunds.com/essential Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI112.pdf Tim Sanders, founder of Deeper Media, Inc., is not an affiliate or subsidiary of Hartford Funds.

In a world of swift and constant change, your clients are searching for answers to a myriad of pressing questions in their lives. In some cases, they want to satisfy their curiosity. In others, they’re trying to grasp investment insights or weigh their options. When you provide solutions to these questions, they’ll see you as an essential part of their lives. Think of people in your life who have given you vital insights or solutions to nagging problems, or mentoring that grew your career equity—you think of them as true partners you can’t live without. No one wants to lose their fountain of knowledge. In this podcast John Diehl interviews Tim Sanders, New York Times bestselling author and sales innovation expert, about how a financial advisor can become a fountain of knowledge. From Optional to Essential resources landing page: https://www.hartfordfunds.com/essential Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI112.pdf Tim Sanders, founder of Deeper Media, Inc., is not an affiliate or subsidiary of Hartford Funds.

Many financial professionals realize the potential of LinkedIn for client acquisition. But few have mastered it. That’s because LinkedIn is complex, and it doesn’t come with an instruction manual for financial professionals. Our host, John Diehl, asked Stephen Boswell, president of The Oechsli Institute about their LinkedIn research. You’ll hear best practices and action steps used by financial professionals who successfully acquired clients using LinkedIn and how you can too. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI108.pdf Mastering LinkedIn resources landing page: https://www.hartfordfunds.com/linked The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

Many advisors realize the potential of LinkedIn for client acquisition. But few have mastered it. That’s because LinkedIn is complex, and it doesn’t come with an instruction manual for financial advisors. Our host, John Diehl, asked Stephen Boswell, president of The Oechsli Institute about their LinkedIn research. You’ll hear best practices and action steps used by advisors who successfully acquired clients using LinkedIn and how you can too. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI108.pdf Mastering LinkedIn resources landing page: https://www.hartfordfunds.com/linked The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

Many advisors realize the potential of LinkedIn for client acquisition. But few have mastered it. That’s because LinkedIn is complex, and it doesn’t come with an instruction manual for financial advisors. Our host, John Diehl, asked Stephen Boswell, president of The Oechsli Institute about their LinkedIn research. You’ll hear best practices and action steps used by advisors who successfully acquired clients using LinkedIn and how you can too. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI108.pdf Mastering LinkedIn resources landing page: https://www.hartfordfunds.com/linked The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

In the US, 1 in 4 families are providing upwards of 21 hours a week providing care to a loved one. Dr. Joe Coughlin, director of the MIT AgeLab, shares how financial professionals might be able to help their clients who are experiencing, some for the first time, what it means to be a caregiver. Helping Clients Who Are Caregivers article: https://www.hartfordfunds.com/financial-professionals/mit/8000-days-of-retirement/cost-of-caring.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI104.pdf The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

In the US, 1 in 4 families are providing upwards of 21 hours a week providing care to a loved one. Dr. Joe Coughlin, director of the MIT AgeLab, shares how financial advisors might be able to help their clients who are experiencing, some for the first time, what it means to be a caregiver. Helping Clients Who Are Caregivers article: https://www.hartfordfunds.com/financial-professionals/mit/8000-days-of-retirement/cost-of-caring.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI104.pdf The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

In the US, 1 in 4 families are providing upwards of 21 hours a week providing care to a loved one. Dr. Joe Coughlin, director of the MIT AgeLab, shares how financial advisors might be able to help their clients who are experiencing, some for the first time, what it means to be a caregiver. Helping Clients Who Are Caregivers article: https://www.hartfordfunds.com/financial-professionals/mit/8000-days-of-retirement/cost-of-caring.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI104.pdf The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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.

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.