Discovering Your Client’s Financial Identity
Episode 175 • 22nd July 2026 • Human-centric Investing Podcast • Hartford Funds
00:00:00 00:27:47

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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.

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