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:
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
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 financial professionals 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
Many investors overreact when crises occur. They second-guess their investment strategies and seek safe investments. Annie Duke, decision strategist and former poker pro, explains how advisors can help clients do mental time travel exercises that can help clients make more rational decisions when crises pop up. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI198.pdf Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf Annie Duke is not affiliated with Hartford Funds
Many investors overreact when crises occur. They second-guess their investment strategies and seek safe investments. Annie Duke, decision strategist and former poker pro, explains how financial professionals can help clients do mental time travel exercises that can help clients make more rational decisions when crises pop up. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI198.pdf Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf Annie Duke is not affiliated with Hartford Funds
Many investors overreact when crises occur. They second-guess their investment strategies and seek safe investments. Annie Duke, decision strategist and former poker pro, explains how financial professionals can help clients do mental time travel exercises that can help clients make more rational decisions when crises pop up. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI198.pdf Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf Annie Duke is not affiliated with Hartford Funds
When it’s with investing or other pursuits in life, we tend to evaluate our strategies by the results we get. Hear from Annie Duke, decision strategist and former poker pro, about why that’s not always a good idea. She combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI191.pdf Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf Annie Duke is not an affiliate or subsidiary of Hartford Funds
When it’s with investing or other pursuits in life, we tend to evaluate our strategies by the results we get. Hear from Annie Duke, decision strategist and former poker pro, about why that’s not always a good idea. She combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI191.pdf Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf Annie Duke is not an affiliate or subsidiary of Hartford Funds
When it’s with investing or other pursuits in life, we tend to evaluate our strategies by the results we get. Hear from Annie Duke, decision strategist and former poker pro, about why that’s not always a good idea. She combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI191.pdf Back From the Future client brochure: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI165.pdf Annie Duke is not an affiliate or subsidiary of Hartford Funds
Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, concludes her discussion explaining how many advisors unknowingly sabotage their relationships with women clients, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI187.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds
Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, concludes her discussion explaining how many advisors unknowingly sabotage their relationships with women clients, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI187.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds
Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, explains how many advisors unknowingly sabotage their relationships, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI184.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the transcript or workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds
Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, explains how many advisors unknowingly sabotage their relationships, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI184.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the transcript or workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds
Connection is key when forming lasting client relationships, but how can we ensure we’re communicating with clients—or anyone—in a mindful and authentic way? Ryan Sullivan, Managing Director of Hartford Funds’ Strategic Markets team, concludes his discussion on “Communicating to Connect.” Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI178.pdf
Connection is key when forming lasting client relationships, but how can we ensure we’re communicating with clients—or anyone—in a mindful and authentic way? Ryan Sullivan, Managing Director of Hartford Funds’ Strategic Markets team, concludes his discussion on “Communicating to Connect.” Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI178.pdf
Connection is key when forming lasting client relationships, but how can we ensure we’re communicating with clients—or anyone—in a mindful and authentic way? Ryan Sullivan, Managing Director of Hartford Funds’ Strategic Markets team, concludes his discussion on “Communicating to Connect.” Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI178.pdf