Episodes
118
Latest episode
Oct 2026
Language
EN
Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.
Every portfolio has a story. Most financial professionals only hear part of it. Renee Hanson shares why uncovering a client's financial identity can lead to deeper conversations and stronger relationships. To learn more, please check out Renee’s book, Finding Your Financial Identity , available on Amazon.
Publishing a book is only the first chapter. Paul McManus returns to the podcast to discuss how financial professionals can transform authorship into a powerful tool for building trust and growing their network. If you’re interested in learning more, please visit: influentialadvisor.com
Elite teams aren't built on talent alone. They're built on trust, accountability, and a shared sense of purpose. Former Navy SEAL Instructor James Fleming shares lessons that can help any growing team perform at a higher level. For more team-building resources, visit hartfordfunds.com. Subscribe to the Human-centric Investing Podcast: Apple: https://podcasts.apple.com/us/podcast/human-centric-investing-podcast/id1202277788 Spotify: https://open.spotify.com/show/1TcSp7Duis0FGkBTkzsnkc James Fleming is not affiliated with Hartford Funds.
PM Campe Goodman will address some of the biggest fixed-income questions financial professionals are hearing from clients today: whether now is a bad time to invest, if inflation remains a major risk, and should they stay in cash. For more insights on today’s fixed-income market and resources to support client conversations, visit hartfordfunds.com. Campe Goodman is not affiliated with Hartford Funds.
Ever catch yourself checking, refreshing, or worrying just to feel a little more in control? Jennifer Shannon returns to the podcast to explain why those habits may be feeding your "monkey mind" and share practical tools to help manage uncertainty. If you’re interested in learning more, Jennifer’s book “Don’t Feed the Monkey Mind” is an excellent resource, and is available at Amazon.
Your client’s portfolio isn't always the real conversation. Sometimes the most important thing in the room is the fear, experience, or belief that no one has talked about yet. Listen to Renee Hanson discuss uncovering a client's financial identity.
High-net-worth clients have options—lots of them. In this episode, Steven Weill shares how elite financial professionals differentiate themselves through deeper relationships, exceptional service, and a more comprehensive approach to wealth management.
Your brain has an alarm system. It just wasn’t built for modern markets. Jennifer Shannon breaks down the “Monkey Mind”—why it overreacts, what it gets wrong, and how awareness can change the way we make decisions. If you’re interested in learning more, Jennifer’s book “Don’t Feed the Monkey Mind” is an excellent resource, and is available at Amazon.
Unlock a steady flow of ideal referrals by fixing two often-overlooked constraints—lack of focus and lack of framing—with these insights from Dr. Jon Randall. If you’re interested in learning more, please visit: xfa.coach Dr. Jon Randall is not affiliated with Hartford Funds.
Paul McManus breaks down why a book isn’t about royalties—it’s about reach. Specifically, how it helps prospects discover you, build trust, and decide to work with you long before the first conversation. If you’re interested in learning more, please visit: influentialadvisor.com
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Statera Asset Management
Tom Haugh
Brian Rose
Nikki Lewallen Gregory
Jordan
Kerry Walsh
