Podcasts about hartford funds

After decades of making sense only on paper, ex-US markets are suddenly shining.  Nanette Abuhoff Jacobson from Hartford Funds says it's just the start.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Sean Hand joins us to share his tips that can help master the art of networking to build strong, lasting relationships with your clients. Show Notes Info:Sean Hand is founder and CEO of Selling by Hand, a business development consulting firm dedicated to helping organizations harness the power of relationship selling to exceed their most ambitious sales goals. With over 15 years of experience in the industry, he is also the author of the Amazon best-seller, That Was Awkward – 7 Secrets of an Awkward Networker. With a global reach, Sean's in-person and virtual trainings along with his published work on the topic have inspired professionals in over 60 countries. Book - That Was Awkward - 7 Secrets of an Awkward NetworkerSpeaker - Look me up on Linkedin - Sean Hand, or email at sean@sellbyhand.comSean Hand is not affiliated with Hartford Funds

Amanda Jefferson explores the impact of physical and digital clutter on both your life and your clients' lives—and provides key practices to help minimize it.Amanda Jefferson is not affiliated with Hartford Funds

Billy Peterson, former jockey and current financial advisor, discusses his three pillars to a successful life—wealth, health, and happiness.Billy Peterson is not affiliated with Hartford Funds

Kristin Hetzer returns to the podcast to equip financial professionals with safeguards against unusual client activities.Kristin Hetzer is not affiliated with Hartford Funds

Nanette Abuhoff Jacobson, global investments strategist for the Hartford Funds, is expecting a positive year for 2025, with a broadening market and solid earnings growth driving it forward, but she expects the drive to a third consecutive year of double-digit gains to be more volatile. That volatility represents an opportunity, she said, because fantastic companies become cheap when the markets get frothy but their underlying fundamentals don't change. Jacobson is leaning towards domestic stocks, but she noted that investors do not want to forsake international stocks, because they represent a good value at a point where domestic markets are pricey. Economist Lester Jones discusses the latest Business Outlook Survey from the National Association for Business Economics, which showed that economists think sales and profits are holding steady in current conditions, despite rising costs and increasing uncertainty over economic policy. Todd Rosenbluth, head of research at VettaFi, looks at a Bitcoin fund that uses options to eliminate downside risk as his ETF of the Week, and Geoff Garbacz, partner at Quantitative Partners, mixes technical analysis with a macro outlook in examining some popular stocks in the Money Life Market Call.

Frank Tighe is a Senior Retirement Sales Director for large market plans in the South/Central region at T. Rowe Price Retirement Plan Services. With financial services experience dating back to 1994, he joined T. Rowe Price in 2024. Frank has extensive experience supporting corporate retirement plans, including roles in investment consulting, recordkeeping sales, and investment advisory support at firms like Wells Fargo, Mercer, Newport Group, Hartford Funds, and American Century Investments. A graduate of the University of Houston, Frank holds Series 7 licensing and certifications as a Certified Plan Fiduciary Advisor (CPFA) and Accredited Investment Fiduciary (AIF).Corey Pride is a Senior Retirement Sales Executive in Core Markets of Retirement Plan Services at T. Rowe Price. With investment experience since 1996, he joined T. Rowe Price in 2023 after seven years at J.P. Morgan Asset Management, where he specialized in retirement plan services. Corey's expertise spans 401(k), 403(b), and nonqualified deferred compensation plans, enabling him to develop effective strategies for strengthening retirement plans for businesses of all sizes. Corey holds a Bachelor of Arts in International Studies from Texas A&M University and several professional designations, including CPFA, NQPA, CRPS, and Chartered Financial Consultant. Passionate about addressing the retirement readiness crisis, he collaborates with financial professionals and companies to create impactful solutions.In this episode, Eric, Frank Tighe, and Corey Pride discuss:Driving an objective evaluation process The right approach to the RFP processGuidelines on considering record keepers Encouraging better outcomes through engagement Key Takeaways:Clearly define challenges, goals, and participant needs to ensure an objective evaluation, free from biases like favoring current providers or skipping presentations. Prioritize participant experience, technology access, and clear metrics.Approach the RFP process rigorously to evaluate new technologies, services, and pricing while addressing changing plan needs. Avoid inertia from periodic reviews and use customized, goal-driven RFPs instead of generic templates.Consider record keepers with personalized, targeted communication leveraging AI for better participant engagement and outcomes. The target-date fund (TDF) search could possibly precede the record-keeper search, focusing on participants' needs for the largest plan assets first. Personalized video technology boosts engagement and outcomes. Ensure clear requirements, address committee biases, and prioritize investment analysis before selecting a record keeper.“You really have to focus on the best decision for your participants, minus all the noise and all the other bells and whistles that may come from those extraneous services.” - Corey PrideConnect with Frank Tighe:LinkedIn: https://www.linkedin.com/in/frankjtighe/ Connect with Corey Pride:LinkedIn: https://www.linkedin.com/in/corey-pride/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Kathleen Burns Kingsbury returns to the podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets.Kathleen Burns Kingsbury is not affiliated with Hartford Funds

Nancy Schlossberg, an expert in the areas of retirement and life transitions, shares a concept that people are often overlooking when they plan for their future—mattering. Nancy Schlossberg is not affiliated with Hartford Funds

In this episode of Horizon Adviser Unleashed, Alex interviews Tom Barrett, Managing Director at Hartford Funds, as they explore groundbreaking insights from Dr. Marc Milstein's study titled "Retain Your Brain." Together, they dive into the latest research on cognitive health, offering valuable strategies to maintain and strengthen brain function as we age. Whether you're interested in optimizing mental agility or want to stay sharp for the future, this conversation provides practical advice rooted in science. Tune in for an enlightening discussion on how to take charge of your brain health!

Amar Reganti, fixed income strategist at the Hartford Funds, says that the Federal Reserve normally starts cutting rates only when something has gone wrong, but there doesn't seem to be any portion of the U.S. economy that is so over-leveraged that it craters as/when a rate-hike cycle ends. If nothing surfaces, Reganti says this may be the generational anomaly where the central bank actually achieves a soft landing, conditions where the softening economy may go through a recession but without getting really ugly. Michael Kahn, senior market analyst at Lowry Research Corp., says that the market's technicals are all looking good, a sign that investors should keep riding this trend rather than worrying about backing away from it just because the market is in record-high territory. Christine Benz, director of personal finance and retirement planning at Morningstar Inc., discusses her new book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement," and Craig Sarembock, wealth adviser at Bartlett Wealth Management, talks growing stocks trading at reasonable prices in the Market Call.

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    

Retirement represents a pivotal milestone in a CRNA's life and it ushers in a new phase that could extend over 20 to 30 years or more. How do you best prepare yourself for that transition after work? Today we're joined by John Diehl, CFP®, CLU®, ChFC® of Hartford Funds to discuss the four stages of retirement and the impact of longevity on financial planning and quality of life. Join us as we explore the concept of 8000 days developed by the MIT Age Lab.   Here's some of what we discuss in this episode: Why MIT breaks down things down into 8000 day sections of life. What is the Age Lab and what research are they doing? Breaking down the four phases of retirement. All the things you need to be thinking about as you start aging. The psychological adjustment CRNAs need to make for retirement. The most underestimated aspect of working with great advisors is not just the investment component.   About our guest: https://www.hartfordfunds.com/practice-management/applied-insights-team/john-diehl-bio.html   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 

John Manganaro, Senior Reporter at ThinkAdvisor, joins the podcast this week to talk about how media can provide a window into what's top of mind for clients.John Manganaro is not affiliated with Hartford Funds

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!

Joe Boyle, fixed income asset specialist for the Hartford Funds, says that the re-set in fixed-income after rates popped up in 2022 and 2023 have made it unimportant to bond investors whether the Federal Reserve cuts rates any time soon, because the yields should remain strong. That said, Boyle said he was looking further out the yield curve — especially is it looks likely to normalize after two years of being inverted — because adding longer, high-quality bonds will pay off when the rate environment changes. Kyle Guske, investment analyst at New Constructs, put EventBrite — a stock that had been in the Danger Zone right after it went public in 2018 — back into the Danger Zone now, Jaime Dunaway-Seale discusses a Clever Real Estate survey showing that nearly half of all recent homebuyers say they feel over their head financially having made the purchase, and Martin Leclerc, chief investment officer and portfolio manager at Barrack Yard Advisors, talks stocks in the Market Call.

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!

In this episode of the Rainmaker Podcast, hosted by Gui Costin, we delve deep into the intricacies of sales strategies and leadership in the financial sector, featuring Phil Shankweiler, Managing Director at Starwood Capital. The episode kicks off with an introduction to Dakota Marketplace, a comprehensive database designed to streamline the fundraising process for investment opportunities.Phil Shankweiler shares his extensive background in sales and distribution, beginning with his early career at Hartford Funds and his pivotal role during the financial crisis. His journey from managing internal sales to leading significant fundraising initiatives provides a foundation for his current role at Starwood Capital, where he focuses on Private Wealth Solutions. Shankweiler's experience at PLANCO, a dedicated distributor and marketing firm, significantly shaped his approach to sales, emphasizing the power of storytelling in investment value communication.Throughout the conversation, Shankweiler discusses the evolution of his career and the sales strategies that have stood the test of time. He highlights the importance of aligning sales narratives with client needs and the critical role of resilience in sales. His transition to Starwood Capital marked a strategic move to leverage his expertise in building and managing sales teams focused on the Registered Investment Advisor (RIA) channel.The podcast explores the characteristics of the RIA channel, which differs markedly from traditional institutional channels due to its unique decision-making processes. Shankweiler outlines the strategic approach necessary for success in this space, including the recruitment and development of talent specifically skilled in investment knowledge and client communication.Further, the episode delves into the operational strategies at Starwood Capital, where Shankweiler leads a team dedicated to RIA engagement. He discusses the segmentation of markets, the challenges of gaining access to top-tier advisors, and the utilization of events and personal outreach to build relationships and present Starwood's investment capabilities.In discussing the sales process, Shankweiler emphasizes the importance of structured communication and regular team meetings to align on goals, strategies, and the nuances of client interactions. He advocates for a comprehensive understanding of the sales funnel from prospecting to closing deals, underscoring the use of CRM tools to enhance efficiency and effectiveness.The episode concludes with Shankweiler sharing insights on leadership, emphasizing the need for a clear perspective and the ability to simplify complex concepts. His advice to young sales professionals stresses the lifelong commitment to learning and adapting to the evolving landscape of financial services.This insightful discussion not only sheds light on Shankweiler's strategic approach to sales and leadership but also provides valuable lessons for sales professionals in any field looking to enhance their effectiveness and impact.

Nanette Abuhoff Jacobson, multi-asset strategist at Wellington Management -- the global investment strategist for the Hartford Funds -- says that she prefers equities to bonds right now, despite fixed income delivering its best returns in years, noting that she particularly likes dividend paying stocks, both in the U.S. and in Europe. Jacobson also likes Japan, but she dislikes emerging markets and is particularly wary of China right now. Todd Rosenbluth at VettaFi likes the looks of a relatively new actively managed ETF from T. Rowe Price that invests in small and mid-cap companies as his "ETF of the Week."  Greg McBride discusses a new study from Bankrate.com showing that 36% of Americans have more credit-card debt than emergency savings and, in the Market Call, Tobias Carlisle of the Acquirers Funds talks about his brand of deep-value investing.

As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week's episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John Diehl of Hartford Funds to review some key concepts of leading financial services teams by The post Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds appeared first on Kuttin Consulting Group.

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.

Join us for our first live podcast episode with special guest, Jim Davey, who discusses lessons in leadership and the evolution of the asset-management industry.

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.

The first 100 days determines the longevity of your client relationship. Libby Greiwe, host of the Efficient Advisor Podcast, details how to elevate your onboarding process so clients can become referral-generator machines. Libby Greiwe is not affiliated with Hartford Funds

Whether or not the Fed decides to raise rates in November, there are more important things that long-term investors should focus on. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, returns to the podcast to discuss where he sees opportunity within fixed income.

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

Ryan Frederick, founder and CEO of Here, explains why "home" is not necessarily a physical location and can change over time—making it an important aspect of retirement planning.Webinar Registration Link: https://www.here.life/interest-list-for-webinar-for-FARyan Frederick is not affiliated with Hartford Funds

Nanette Jacobson, Global Investments Strategist at Hartford Funds, joins Forward Guidance to share her investment outlook. Jacobson argues that it might be time to lean into bonds because the bonds tend to rally 13 months before the Federal Reserve cuts rates, and she and Jack Farley debate the various merits of owning bonds at this juncture in the business cycle. Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ Timecodes: (00:00) Introduction (00:30) Economic Outlook (09:04) Outlook On Banking System (12:45) Views On Interest Rates & Fed (25:20) China is "Cheap For A Reason" (30:14) U.S. Fiscal Stimulus (37:22) Cautious Views On Stocks (39:05) Common Costly Mistakes That Investors Make (39:06) Debate About Bonds (45:56) Common Costly Mistakes That Investors Make (50:52) Expensive Stocks Can Always Get More Expensive

Despite the rapid growth of ETFs, they're still in the early innings of adoption. Hartford Funds' Vice President of the Advisory Services Group, Tom Winkler, dives into the evolution of ETF investing and where the space is headed going forward.

Nanette Abuhoff Jacobson, global investments strategist at the Hartford Funds, says risk markets are pricing in the likelihood that the Federal Reserve can orchestrate and navigate the economy to a soft landing, and yet her base case is for a recession and history shows these conditions typically end up in a rougher landing. That's how she sees things playing out, despite the current emotions of the market. Forensic accountant Tracy Coenen talks about the importance of digging into tax returns when coming up with equitable settlements in divorce cases in the latest episode of 'Find Me The Money.' Meredith Lepore discusses a Credello survey on how parents are contributing to their kids' student loan payments and how it is stressing their ability to save for retirement and more, plus Michael Loukas, chief executive officer at TrueMark Investments -- which runs the TrueShares ETFs -- talks winner-take-all stock investing in the Market Call.

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

Don't let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.Rick Unser is not affiliated with Hartford Funds

Coach Wright, Coach Neptune, Jalen Brunson, and Ryan Arcidiacono continue their conversation in Part 2 of this special jersey retirement episode. 

A special jersey retirement ceremony brought two-time National Champion Jalen Brunson back to the Finneran Pavilion where he joined Coach Wright, Coach Neptune and 2016 National Champion Ryan Arcidiacono on the podcast. (Part 1/2)

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

There's often overlooked opportunity for retirement-plan business in a financial professional's existing book. Rick Unser, partner and managing director at Creative Planning, shares ideas on how to use existing client relationships to prospect in the 401(k) world.Rick Unser is not affiliated with Hartford Funds

When it comes to client acquisition, family-owned businesses offer opportunities for new wealth. Dave Specht shares his expertise on navigating these complex relationships and tips for financial professionals to tap into this market. David Specht is not affiliated with Hartford Funds

New year new me, right? Everyone says that, but let's be honest, who actually does anything about it? Well, on today's podcast, I'm going to give you 3 must-do-action items to shorten your sales cycle, create new leads out of nowhere, and nurture these leads on autopilot. You're probably sick of me saying this, but… Number 1 — Get an email autoresponder!  Now, I'm not going to reveal the other 2 strategies. But I will say this, these strategies will instantly (and effortlessly) boost your pool of clients. After implementing these 2 strategies, you'll be able to find clients easier, and have more of them.  In this episode, I reveal exactly how to work less, and earn more in 2023. Listen now.  Show highlights include: 50% of investors are vetting their financial advisors on (this platform) according to a new survey from Hartford Funds (2:10) The “Law of Large Numbers” secret to close 100 clients (and never send out thousands of unread, unwanted, and embarrassing cold emails again) (3:15) How having less than 1,000 followers helps you bookbooks you more sales calls than having 10,000 followers because of “MTMM” (5:12) The best free market research tool ever made (it unlocks the key to understanding everything about your best clients) (7:57) HateDon't like “chasing” prospects? Here's a strategy to get them to raise their hands, say they're interested, and chase you insteaddown automatically (9:20) The “stranger on an airplane” secret to attract potential clients to you like a magnet (16:13) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

Tom Siomades, CFA is the Chief Investment Officer of AE Wealth Management. Previously, Tom was the Managing Director of Hartford Funds, overseeing more than $100 billion of assets under management. He is a graduate of the United States Military Academy at West Point and earned a master's degree from Webster University. We pick apart the global economy, including inflation, investment philosophies, The Fed, and US vs China.

Coach Neptune is joined on this episode by current sophomore Guard Jordan Longino who dives into his athletic history as a two-sport athlete and the commitment required to be a high-major basketball player. Jordan is followed by current freshman sharp-shooter Brendan Hausen. Brendan touches on his upbringing in Amarillo, TX while offering valuable insight into his uncommon work ethic. 

Villanova Basketball Freshmen Cam Whitmore and Mark Armstrong join Coach Neptune on this inaugural episode to discuss their backgrounds, adjustments to life as a collegiate athlete, the USA Basketball experience and more. 

Although the word “unprecedented” is overused, there's no other word to describe what fixed-income investors have experienced this year. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, shares his thoughts on the past year and where fixed-income goes from here.

Income and quality should always matter, but it's markets like these when those characteristics really count. Historically, since 1930, dividends have contributed about 40% of the S&P 500's total return. Their input has varied widely from decade to decade, however. According to a recent Insights Report from the Hartford Funds, dividends played a large role in terms of their contribution to total returns. What sort of a role will dividends play now? We have a new guest on WEALTHTRACK with a long and distinguished track record of investing in high-quality, dividend-paying stocks. She is Clare Hart, who Morningstar calls “one of the industry's most impressive managers.” Hart has been the Lead Portfolio Manager of two highly-rated funds since 2004. Hart will discuss the benefits of focusing on quality and dividends, particularly in a difficult market environment. WEALTHTRACK #1918 broadcast on October 28, 2020 More info: https://wealthtrack.com/clare-harts-laser-focus-on-quality-income-has-paid-off-for-her-jpmorgan-equity-income-fund/ --- Support this podcast: https://anchor.fm/wealthtrack/support

Patti was recently asked to be a guest on Hartford Funds' Human – Centric Investing Podcast.  Together, with hosts John Diehl and Julie Genjac, Patti discusses the importance of helping her clients age with dignity, while also opening communication lines within the family.  Throughout her career, Patti has discovered that while the conversation might be very delicate and emotional, it is paramount to discuss “what if's” with adult children.  In every client/advisor relationship, there may come a time when a client may become ill or incapacitated.  Patti feels that it is her responsibility to help her clients prepare for that unexpected event.  Part of helping her clients age with dignity is working with them proactively in those decisions so family members are aware in advance of their loved one's wishes.  Listen today to find out how to start those difficult conversations with your loved ones – you'll be glad you did!  

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

Philadelphia Union Head Coach and Villanova Alum Jim Curtin joins Coach Wright on this episode. They discuss Coach Curtin's success as a player and coach, the title of being a head coach, and the similarities between the game of soccer and basketball.

Patti was recently asked to be a guest on Hartford Funds' Human – Centric Investing Podcast.  Together, with hosts John Diehl and Julie Genjac, she discussed the importance of connecting with adult children of clients.  Patti stresses the power of being a resource for the entire family – not just the client parents.  Engaging young adults as they begin their professional careers sets them up for success in a way that parents sometimes are unable to do.  While it is not uncommon for client parents to reach out to Patti and her team, Patti stresses that what is most important is that the conversation is had when the adult children are embarking on careers, and they are then able to start making meaningful decisions about their financial futures and educated decisions about contributions to their retirement accounts.  Listen today to find out what those tips for success are!  

Coach Wright is joined on this episode by former assistant and new head coach of the Villanova Men's Basketball program, Kyle Neptune. They talk his early years at Villanova, the transition from Villanova assistant to Fordham's head coach, and what it means to return "home" to Villanova.