1202277788
Human-centric Investing Podcast

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Rating
★★★★★
4.9
from
42 reviews
Categories
Country
United States
This podcast has
119 episodes
Language
English
Explicit
No
Date created
2017/02/03
Latest episode
2026/11/02
Average duration
30 min.
Release period
16 days

Description

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.

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Podcast episodes

Check latest episodes from Human-centric Investing Podcast podcast


How the Best Teams Build Alignment, Accountability, and Growth
2026/11/02
Strong teams need more than talented people. Steve Weill returns to the podcast to share 5 practical ways to build greater alignments and ownership across your team. To learn more, please visit the Global Performance Solutions website, globalperformancesolution.com.
Are You Deepening—or Elevating—Your Client Relationships?
2026/10/01
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.
The Book is the Beginning – How Publishing Grows Your Practice
2026/09/03
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
3 Tenets of High Performing Teams
2026/08/26
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.
Fixed Income in a Fearful Market
2026/08/18
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.
Practical Tools to Work With the Monkey Mind
2026/08/03
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.
Discovering Your Client’s Financial Identity
2026/07/22
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.
The New HNW Playbook: How to Attract & Retain Wealthy Families
2026/07/07
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.
What Is the Monkey Mind?
2026/06/22
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.
Two Essentials for Attracting the Right Referrals
2026/06/10
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.
The Short Book Formula
2026/05/26
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
Building a Practice That Scales: What Top Financial Professionals Fix First
2026/05/12
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
Trends Reshaping Health and Human Capacity in 2026
2026/04/29
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.
Embracing Industry Change: Strategies for Success
2026/04/13
Head of Distribution Jon Mackay shares actionable strategies for leading through disruption and turning industry shifts into opportunities.
How to Harness the 3 Revolutions to Prepare for the Future
2026/03/27
InvestInU Founder Jonathan Ainsley takes a closer look at how three transformative revolutions—longevity, artificial intelligence, and our evolving relationships (especially with self)—are reshaping the future. If you’re interested in learning more, please visit: longevityplanning.me

Podcast reviews

Read Human-centric Investing Podcast podcast reviews


4.9 out of 5
42 reviews
★★★★★
Pope 00 2023/06/29
Great Podcast for Financial Professionals
Helps to understand my clients better, how to build my business, and navigate markets
★★★★★
Happy skinny girl 2023/06/29
Fantastic Content
Great content & speakers! I love hearing from Dr. Joe Coughlin and his insights from the MIT AgeLab. Julie Genjac & John Diehl are equally as entertai...
★★★★★
DaveDoc45 2023/06/29
Interesting / useful content
Excellent speakers who go beyond the numbers, to show investors how they can improve their lives now and in retirement.
★★★★★
MiamiTommy 2023/06/29
Knowledge and Awareness
I’m constantly gaining knowledge and awareness from listening to this podcast. These topics and discussions allow me to get a look under the hood of...
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