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