JT Taylor, chief political strategist at Hedgeye Potomac Research, breaks down various House and Senate races and the key issues that may ultimately decide the presidency.

Jeremy Keil returns to the podcast to discuss three vital areas to business development: growing, planning, and serving.

Intellectual connection is great, but emotional connection makes people act. Debra Ohstrom, CFA, breaks down what women want from their financial professional.

Delivering facts and figures is comfortable. But many financial professionals feel out over their skis when they enter into the emotional side of planning discussions. Jeremy Keil shares a helpful acronym to approach those conversations with ease.

When it comes to marketing, advisors seem to only know what they can’t do. There are so many missed opportunities and it’s time to debunk the myths and inspire FAs on what they can do. Michael Morrison, Partner and CMO at Chief Outsiders, shares easy to implement tips to building an authentic brand.

Politics are likely front and center in investors’ minds as every week brings new headlines with new implications. Nanette Abuhoff Jacobson returns to the podcast to discuss a Republican vs. Democrat victory; what needs to happen for market performance to broaden out beyond large caps; and whether Fed rate cuts can revive the bond market.  

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

Amanda Stahl, Director of Longevity Planning at Raymond James, returns to the podcast to explain that retirement planning extends beyond finances and highlights the importance of partnering with longevity experts to address aging clients’ needs.

Kevin Nichols, COO at Oechshli, discusses the importance of consistency when building your personal brand. Whether you’re starting a podcast, creating videos, or enhancing your website, maintaining a consistent message and frequency is key to success.

Financial services may be a transactional business by nature, but it's the personal connections we forge with our clients that truly brings our work to life. Lacy Garcia, founder and CEO of Willow, returns to the podcast to discuss how to grow your business, the right way.

From longer life expectancies to career interruptions, women face distinct financial challenges in retirement. Fortunately, you can help bridge the gap with tailored strategies that empower women to retire on their own terms. Amanda Stahl, Director of Longevity Planning at Raymond James, shares how.