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Human-centric Investing Podcast

Human-centric Investing Podcast

Hosted by Hartford Funds

BusinessInterviews guests

Episodes

115

Latest episode

Aug 2026

Language

EN

About the show

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.

Listen to episodes

60 recent
August 18, 202626 min

Fixed Income in a Fearful Market

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.

August 3, 202628 min

Practical Tools to Work With the Monkey Mind

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.

July 22, 202627 min

Discovering Your Client’s Financial Identity

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.

July 7, 202628 min

The New HNW Playbook: How to Attract & Retain Wealthy Families

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.

June 22, 202631 min

What Is the Monkey Mind?

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.

June 10, 202629 min

Two Essentials for Attracting the Right Referrals

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.

May 26, 202625 min

The Short Book Formula

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

May 12, 202632 min

Building a Practice That Scales: What Top Financial Professionals Fix First

Want to scale faster? Start where most practices don’t : capacity. Dr. Jon Randall shares why too many of the wrong clients quietly blocks growth and where to redirect your attention instead. If you’re interested in learning more, please visit: xfa.coach

April 29, 202634 min

Trends Reshaping Health and Human Capacity in 2026

Wellness shouldn’t feel like another full‑time job. In this episode, Dr. Ryan Lazarus brings compassion, perspective, and practicality to the way we think about health and longevity. If you’re interested in learning more, please visit: lazarusmethod.com Dr. Ryan Lazarus is not affiliated with Hartford Funds.

April 13, 202633 min

Embracing Industry Change: Strategies for Success

Head of Distribution Jon Mackay shares actionable strategies for leading through disruption and turning industry shifts into opportunities.

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