Podcasts about applied insights

As science improves, we're learning more and more about brain health and how to maintain our youth even as we age. Today we're joined by Ryan Sullivan, CFP®, CRPC®, RCC™ of Hartford Funds to share the valuable knowledge he's gained from a partnership with the MIT Age Lab and explore how simple lifestyle changes can significantly impact our brain health and, consequently, our financial future. Ryan is the Vice President and Managing Director of Applied Insights with Hartford Funds. They have a partnership with the MIT Age Lab to better grasp how we make decisions and what motivates us as we age. Understanding these insights and how they tie into our finances can help us improve our long-term outlook.      Here's some of what we discuss in this episode: Some of the factors that keep your brain from aging at the same rate as your body. How can you get a sense of what your brain age is? Our brain creates trash that needs to be removed from our bodies or else it will accumulate with enough sleep. The costs that are associated with cognitive health decline and how we incorporate that into retirement planning. Our diet is connected to our brain health.   Check out ‘The Age-Proof Brain': https://a.co/d/9XV4j46   About our guest: https://www.hartfordfunds.com/practice-management/applied-insights-team/john-diehl-bio.html   Visit us online: https://beyondthemaskpodcast.com/   The 1099 CRNA Institute: https://aana.com/1099 ***Use coupon code BEYOND1999 to get 20% off through November 2024   Get the CE Certificate here: https://beyondthemaskpodcast.com/wp-content/uploads/2020/04/Beyond-the-Mask-CE-Cert-FILLABLE.pdf   Help us grow by leaving a review: https://podcasts.apple.com/us/podcast/beyond-the-mask-innovation-opportunities-for-crnas/id1440309246   Donate to Our Heart Your Hands here: https://www.ourheartsyourhands.org/donate    Support Team Emma Kate: https://grouprev.com/haloswalk2024-shannon-shannon-brekken    

Have you ever stopped to think about how your upbringing and personal experiences shape your financial decisions? Even if you don't classify yourself as a money person, it still drives many of the decisions we make every day. Today we're joined by Julie Genjac, Vice President and Managing Director of Applied Insights at Hartford Funds, to discuss the concept of a money story and how understanding it can transform your financial future.   Here's some of what we discuss in this episode: The relationship we have with money impact the decisions we're making every day. Her money starts with babysitting early in life and then a financial internship at 17. Her partnership with wealth psychology expert Kathleen Burns Kingsbury. The stories people tell themselves about money that just aren't true. What is a money script and how does it apply to you? How we define our own money story?   About our guest: https://www.hartfordfunds.com/practice-management/applied-insights-team/julie-genjac-bio.html   Learn more about KBK: https://www.breakingmoneysilence.com/   Visit us online: https://beyondthemaskpodcast.com/   Get the CE Certificate here: https://beyondthemaskpodcast.com/wp-content/uploads/2020/04/Beyond-the-Mask-CE-Cert-FILLABLE.pdf   Help us grow by leaving a review: https://podcasts.apple.com/us/podcast/beyond-the-mask-innovation-opportunities-for-crnas/id1440309246   Donate to Our Heart Your Hands here: https://www.ourheartsyourhands.org/donate 

In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. This week, Michael and Dominick welcome back Bill McManus from Hartford Funds to discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, shares his nearly 20 years of experience in financial services, offering valuable insights on how exercise, sleep, stress management, diet, and continuous learning impact cognitive function. The conversation features highlights from MIT Age Lab on aging and financial planning, the benefits of the Mediterranean diet, and the effects of technology on sleep and decision-making. Stay sharp and informed to navigate economic challenges and secure your financial future. Don't miss this insightful episode!

This week on The Lebenthal Report, Michael and Dominick welcome back Bill McManus from Hartford Funds as they discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, brings nearly 20 years of experience in financial services to the conversation. Learn about the impact of exercise, sleep, stress management, diet, and continuous learning on cognitive function. Highlights include insights from MIT Age Lab on aging and financial planning, the Mediterranean diet's benefits, and how technology affects sleep and decision-making. Keep your brain sharp to navigate economic challenges and secure your financial future!

Check out this encore episode of The Lebenthal Report where Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts. This episode will help answer your questions and demystify social security.

This week, on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts. This episode will help answer your questions and demystify social security.

This conversation focuses on what it means to retain and ‘age proof' our most valuable asset - our brain. Vice President and Managing Director of Applied Insights at Hartford Funds, Bill McManus joins us to discuss how lifestyle choices can control how mind functions and the quality of our mental health. Host: Shiavon Chatman

Today's guest, John Diehl, Senior Vice President of Applied Insights at Hartford Funds believes that most people have an improper view of retirement. They think their retirement (typically 7-10 years) will be stacked with golf games, lavish trips, and all things that they consider as ‘living the good life.' But, the reality is that people … Read More Read More

The Future of Advice, featuring Director of Applied Insights, John Diehl, CFP®, Hartford Funds. Do you have your audiences attention? Education and longevity are raising the expectations for advice In this meeting, John discusses the evolving context an authentic client-focused framework and how to maintain it -- Thank you for listening! Please rate the show, share your thoughts, and if you have a suggestion for a compelling guest please send me an email: corey@marketerscompany.com Engage with me on LinkedIn and make sure you're subscribed to my channel on YouTube! Cheers, Corey

Julie Genjac is a Managing Director of Applied Insights at the Hartford Funds. In Your Money Story, she shares what our past can reveal about our relationship with money. Our memories and influences impact how we feel about finance, and our decisions regarding how we save, spend and invest. Learn how to uncover your money story, gain insight into your relationship with money, and ultimately make better financial decisions.For more information on Your Money Story, please click here: MAI266.pdf (hartfordfunds.com) To download  Your Money Story Worksheet, please click here:MAI259.pdf (hartfordfunds.com) If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more, and share this podcast with other amazing women.Connect with Julina Ogilvie:Website- principlewealthpartners.com/teamEmail- jogilvie@principlewealthpartners.comYouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkAFacebook- https://www.facebook.com/principlewealthpartnersLinkedIn- @julinaogilvieThe information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180

Saying you were retired used to have a negative connotation because it meant you were no longer able to work, but now, it is something everyone works towards and dreams of.   Why does the meaning of retirement change over time?   In this episode, Jeremy Finger talks with John Diehl, CFP®, CLU®, ChFC®, to discuss how the changing landscape and meaning of retirement can affect you in the future and provides insight about how you can adapt to these changes as they arise.   John discusses:   What he learned about retirement at the MIT age lab Why the meaning of retirement has changed drastically over the past 100 years How your family dynamic could look different than previous generations' The most common myths about retirement and how you can avoid falling victim to them And more   Resources: Retire Happy Podcast: Living A Better Life Through Mindset and Fitness With Maria Angelova (Ep. 7)   Connect with John Diehl: Hartford Funds   Connect with Riverbend Wealth Management:   Riverbend Wealth Management 15 Minute Phone Appointment Linkedin: Jeremy Finger Facebook: Jeremy Finger Riverbend Wealth Management Twitter: Jeremy Finger   About Our Guest:    John Diehl is senior vice president of applied insights for Hartford Funds. He and his team are responsible for engaging and educating financial professionals and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. John also oversees Hartford Funds' relationship with the Massachusetts Institute of Technology AgeLab. John joined the company in 1988 and was promoted to assistant vice president in 1991 and vice president in 1997. He was named senior vice president in 2007, while he led the Retirement and Wealth Consulting Group, which was responsible for building awareness and knowledge of retirement challenges and the latest planning strategies to address them. In 2012, John was named Senior Vice President, Applied Insights; in this role, he devotes his efforts to serving the needs of financial professionals and their clients. John has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics. John attended Moravian College in Bethlehem, Pennsylvania, where he earned a bachelor's degree in economics. He has been a CERTIFIED FINANCIAL PLANNERTM (CFP®) since 1991. In addition, he holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations. He is also FINRA Series 6, 7, 63, and 26 registered and holds a life and variable insurance license.

On this episode of Shaping Change, Ross Marino interviews John Deihl, Sr. Vice President of the Applied Insights team at Hartford Funds. They talk about the three questions that can predict future quality of life, and how to write your own retirement story.Follow Hartford Funds on LinkedInGet your copy of "Shaping Change"Connect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.

In this episode, John speaks with Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds about how inclusive language can help you avoid the risk of risk of saying something that might drive a wedge between you and clients or prospects. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI339.pdf More resources on inclusive language: https://www.hartfordfunds.com/practice-management/practice-management-strategies/how-to-value-inclusive-language.html

In this episode, John speaks with Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds about how inclusive language can help you avoid the risk of risk of saying something that might drive a wedge between you and clients or prospects. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI339.pdf More resources on inclusive language: https://www.hartfordfunds.com/practice-management/practice-management-strategies/how-to-value-inclusive-language.html

In this episode, John speaks with Ryan Sullivan, Managing Director, Applied Insights at Hartford Funds about how inclusive language can help you avoid the risk of risk of saying something that might drive a wedge between you and clients or prospects. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI339.pdf More resources on inclusive language: https://www.hartfordfunds.com/practice-management/practice-management-strategies/how-to-value-inclusive-language.html

Bill McManus is the Managing Director of Applied Insights at Hartford Funds.   With nearly 20 years of experience in financial services, Bill has worked with countless financial professionals and their clients. He’s got a knack for simplifying complex financial planning and investing strategies to engage and educate clients and prospects. He’s also passionate about helping them look toward the future to anticipate and prepare for lifestyle changes that lay ahead.   In this episode, Bill discusses Hartford Fund’s research on ESG investing and how financial professionals can adjust to the trends in ESG investments. Tune in as Bill and host Mike Woods explores why financial professionals should offer ESG investments and how they help inform values to improve personalization.    Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com  Thanks for listening! Don’t forget to subscribe and leave us a review.  

This week Mike Woods sits down with John Diehl, CFP® and Senior Vice President of Applied Insights to discuss the Hartford Funds 2020 Presidential Election Survey. John and his team have conducted this survey for the last 5 presidential elections to try to understand how election cycles are getting into investors’ psyche and impacting their emotions.   If you’re curious how your clients are feeling about their financial planners during the election, how to discuss politics with your clients (including why it’s a recommended conversation), and planning opportunities around the election, don’t miss this episode.   Learn about FMG Suite: https://go.fmgsuite.com/podcast Questions? Contact us at marketing@fmgsuite.com 

I recently had Trevor Bragdon from Applied Insights and 7 Figure Fundraising on my personal cast.

Steve Rogers, the Director of the IBM Center for Applied Insights, chats with Andrew Grill, Global Partner at IBM Interactive Experience and renowned social influencer, about why social is a key driver for business success. Listen to learn why “in the future your value to an organization won’t be what you know, it will be what you share.”

Steve Rogers, the Director of the IBM Center for Applied Insights, chats with Brian Fanzo, Chief Digital Strategist at Broadsuite and a social technology evangelist, about the importance of social business, employee advocacy and collaboration. Listen to learn how social platforms are replacing the golf course and how social can turn a handshake into a hug.

Steve Rogers, the Director of the IBM Center for Applied Insights chats with Hector Hernandez, IBM’s Cloud Business Development Executive about what it means to be 'cloud bound'. Listen in to learn more about his advice when it comes to transitioning companies which outsource their IT and are introducing cloud into the mix.

Steve Rogers, the Director of the IBM Center for Applied Insights, chats with Gina Waldhorn, founder of Evol8tion, an agency which connects brands and startups to form innovative solutions to technology challenges. Learn how partnering with startups can drive efficiency and effectiveness, common partnering pitfalls to avoid, and how startups and big brands alike can benefit from the relationship.

On this episode of the Social Business Engine podcast, Bernie Borges welcomes Cynthya Peranandam. Cynthya is a Senior Marketing Manager for IBM Social Business, setting strategy for IBM’s diverse portfolio, and is an advocate for driving people-centric engagement. She has also led marketing for IBM Cloud Computing for many years and drove adoption and commercialization of emerging technology through IBM's early-adopter program. Cynthya and Bernie discuss the five Social Ambitions That Drive Business Impact as documented in a new report from the IBM Center for Applied Insights. Tune in to discover the key take aways from this report. 

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Craig Hayman, General Manager for IBM Software Industry Solutions, about how companies are using Software as a Service for better decision making, increased collaboration, and market-focused agility.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Frank DiGilio, Distinguished Engineer and Chief Architect for IBM Cloud about how incorporating Cloud as a strategy can give businesses a competitive advantage.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Frank DiGilio, Distinguished Engineer and Chief Architect for IBM Cloud about how incorporating Cloud as a strategy can give businesses a competitive advantage.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Frank DiGilio, Distinguished Engineer and Chief Architect for IBM Cloud about how incorporating Cloud as a strategy can give businesses a competitive advantage.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Frank DiGilio, Distinguished Engineer and Chief Architect for IBM Cloud about how incorporating Cloud as a strategy can give businesses a competitive advantage.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Frank DiGilio, Distinguished Engineer and Chief Architect for IBM Cloud about how incorporating Cloud as a strategy can give businesses a competitive advantage.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Chris Townsend, General Manager for the distribution sector in IBM Global Technology Services, on whether sourcing motivations are shifting, and how.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Mac Devine, the Director and CTO of the Cloud portfolio for IBM's Global Technical Services group, to get his perspective on the adoption of cloud services, primarily platform as a service (PaaS).

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Paul Brunet, the IBM Vice President of ISVs, Start-ups, and Academic Programs about what the 2012 Tech Trends study uncovered about the challenges of adopting emerging technologies, mobile, analytics, cloud, and social.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Kris Lovejoy, the new General Manager of IBM Security Systems and Joanne Martin, our VP of IT, risk, and the IBM CISO about security essentials for any security organization and the challenges coming in the next few years.

Steve Rogers, Director of the IBM Center for Applied Insights, talks with Kim Gandhi, Director of Workplace Services at IBM, about key findings and illustrative examples of how companies are successfully supporting and enabling more flexible workspaces.