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Human-centric Investing Podcast

Hartford Funds
Financial Advisors
Client Relationships
Retirement
Wealth Management
Financial Advisory
Money Stories
Mattering
Digital Presence
Caregiving
Retirement Planning
Identity
Psychological Portfolio
Financial Elder Abuse
Longevity Planning
Motivational Interviewing
Transitions
Retirement Transition
Thought Leadership
Retirement Income Planning
Marketing and Branding

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.

PublishesTwice monthlyEpisodes117Founded9 years ago
Number of ListenersCategory
Business

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Artwork for Human-centric Investing Podcast

Latest Episodes

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,... more

YouTube

Caregivers often show up for everyone except themselves. Sherri Snelling joins us to reframe self‑care as essential, not selfish, in the caregiving journey.

To learn more visit caregivingclub.com/ and Caregiving Club on YouTube.

Sherri Snel... more

YouTube

Avoiding negotiation might feel safer, but it could be costing you more than you think. Linda Babcock explains why shifting the conversation from conflict to collaboration can create wins in real life.

If you’re interested in learning more, please v... more

YouTube

You wouldn't invest without a strategy—so why live without one? Dr. Ryan Lazarus joins the podcast to connect health and wealth through the same idea: systems beat improvisation.

If you’re interested in learning more, please visit: lazarusmethod.com... more

YouTube

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Recent Guests

Dr. Ryan Lazarus
Functional medicine practitioner and health expert
Lazarus Method
Episode: Health is Wealth: Why Performance Requires a System
Jonathan Ainsley
Expert in longevity planning and speaker
LongevityPlanning.me
Episode: Recognizing Longevity Planning: How to Embrace Aging with Intention
Linda Babcock
Professor at Carnegie Mellon University specializing in negotiation
Carnegie Mellon University
Episode: Breaking Bias in the Workplace
Samantha Russell
A financial professional specializing in utilizing AI for enhancing visibility in digital search
Episode: 159: How to Get AI to Recommend Your Business
Jeremy Anderson
President and founder of CRNA Financial Planning and CRNA Tax Associates
CRNA Financial Planning and CRNA Tax Associates
Episode: Cultivating Your Niche and Standing Out to Clients
Andrew Dolan
A certified financial professional specializing in financial planning and client relationship building
Ameriprise
Episode: Empowering the Next Generation of Financial Professionals
Liz Brunner
Executive communications coach, keynote speaker
Brunner Communications
Episode: Leveraging Life Lessons for Career and Growth
Amanda Jefferson
Owner of Indigo Organizing, creator of the Done With You Digital Organizing Coaching Program and the Get It Done Club, a TEDx speaker and co-host of the Good Enough-Ish podcast.
Indigo Organizing
Episode: How to Quiet “Shoulds” with the FOCUS Method
Sean Hand
Networking expert and author of 'That Was Awkward, 7 Secrets of an Awkward Networker'
Episode: How to Network and Build Lasting Connections

Hosts

John Hartford Funds
Host with Hartford Funds focus on human-centric investing and client relationships.
Julie Hartford Funds
Co-hosts discussions on negotiation, longevity, and client-focused strategies.

Reviews

4.9 out of 5 stars from 63 ratings
  • Great Podcast for Financial Professionals

    Helps to understand my clients better, how to build my business, and navigate markets

    Apple Podcasts
    5
    Pope 00
    United States3 years ago
  • 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 entertaining and informative. This is a great listen while driving and provides me with information that can be used in my professional and home life.

    Apple Podcasts
    5
    Happy skinny girl
    United States3 years ago
  • Interesting / useful content

    Excellent speakers who go beyond the numbers, to show investors how they can improve their lives now and in retirement.

    Apple Podcasts
    5
    DaveDoc45
    United States3 years ago
  • 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 how financial advisors are dealing with the current landscape with a human touch.

    Apple Podcasts
    5
    MiamiTommy
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the balance of coaching, health, and financial strategy topics.
Listeners find the show valuable for building client understanding and business growth.
Speakers bring practical, actionable insights beyond just numbers.
Content goes beyond theory, helping professionals apply concepts to real-life client situations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#235
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

How to Harness the 3 Revolutions to Prepare for the Future
Q: What is the ultimate payoff for clients and advisors engaging with these three revolutions?
Better engagement, deeper client relationships, and a more proactive approach to longevity and well-being, which can improve outcomes and potentially expand referrals through more meaningful conversations.
How to Harness the 3 Revolutions to Prepare for the Future
Q: What training exists to help advisors address longevity topics?
There is a 12-module Financial Longevity Advisor training program approved by NASAA for CE, designed to give advisors competency and a repeatable framework to bring longevity conversations to clients.
How to Harness the 3 Revolutions to Prepare for the Future
Q: How can advisors balance optimism about AI with caution?
Acknowledge both the opportunities and risks of AI, emphasizing how AI can handle repetitive tasks while humans focus on meaningful, values-driven conversations and wellbeing.
How to Harness the 3 Revolutions to Prepare for the Future
Q: How should financial professionals start conversations about longevity with clients?
By using intentional questions that illuminate future scenarios, such as asking what living to 100 looks like for a couple, which opens up long-term planning and engages both spouses in the discussion.
How to Harness the 3 Revolutions to Prepare for the Future
Q: What are the three revolutions you see in the financial services industry?
They are longevity, AI/tech disruption, and a shift from a focus on money and technicals to deeper human aspects like purpose, relationships, and self-awareness, which together redefine how advisors engage with clients.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Human-centric Investing Podcast

What is Human-centric Investing Podcast about and what kind of topics does it cover?

This show features concise, 20-minute conversations with thought leaders spanning finance, health, and broader business topics, with a focus on practical insights that improve client relationships and advisory outcomes. Episodes commonly explore negotiation, wealth planning, longevity, niche marketing, and the human side of money—emphasizing actionable frameworks, real-world examples, and strategies that advisors can translate into client conversations. A standout thread is bridging technical financial concepts with relatable, everyday application, along with a strong emphasis on authentic audience engagement and niche expertise. This mix makes it useful for financial professionals seeking practical guidance, audience growth, and healthier ... more

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How many listeners does Human-centric Investing Podcast get?

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Which podcasts are similar to Human-centric Investing Podcast?

These podcasts share a similar audience with Human-centric Investing Podcast:

1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Capital Ideas Podcast
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Notes on the Week Ahead
5. Behavior Gap Radio

How many episodes of Human-centric Investing Podcast are there?

Human-centric Investing Podcast launched 9 years ago and published 117 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Human-centric Investing Podcast?

Recent guests on Human-centric Investing Podcast include:

1. Dr. Ryan Lazarus
2. Jonathan Ainsley
3. Linda Babcock
4. Samantha Russell
5. Jeremy Anderson
6. Andrew Dolan
7. Liz Brunner
8. Amanda Jefferson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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