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Webinars and Podcasts

Gain insight from leading practice-management experts, investment strategists, and the MIT AgeLab.

Webinar Replays

Webinar Replay: How to Respond to a Post-Pandemic Environmentlock
06/26/2020

As we’re emerging from the pandemic, many advisors are wondering how to adapt their practices. It’s hard to know the answer, because the next normal is still taking shape. Insights from the MIT AgeLab can help.

On-Demand Webinar: Practice By Designlock
06/16/2020

Many advisors create their practice by default—it just happens. But you can intentionally design your practice to increase growth and retention. Instead of wracking your brain about how to prospect more, you can take your practice to the next level by using hidden leverage points in your existing book of business.

On-Demand Webinar: From Crisis to Team Continuitylock
06/08/2020

How's your team performing during the pandemic? In this webinar, you'll gain new perspectives about your people and processes to help you emerge from this crisis with an improved, stronger team.

Webinar Replay: Never Stop Prospectinglock
05/28/2020

Prospecting during a crisis can be a disaster waiting to happen. To avoid this potential awkwardness, many advisors stop prospecting because it’s not worth the risk. The Oechsli Institute has developed 3 subtle prospecting strategies to acquire clients without coming off as too salesy.

On-Demand Webinar: Maintaining Perspective in a Crisislock
05/05/2020

The pandemic, an economic shutdown, and an uncertain future have many investors on edge. Join us to learn the lifecycle of a crisis, how to avoid impulsive investment decisions, and 3 steps to help clients stay focused on their long-term goals

Call Replay: S.B.A.: Help Business Owners Find Federal Relieflock
05/01/2020

Efforts to get money into the hands of small business owners during this crisis have left many of them wondering what comes next. Join Sonia Smith, Public Administration Officer at the U.S. Small Business Administration, to help answer those questions.

Webinar Replay: Fear, Finance and the High Anxiety Clientlock
04/29/2020

Join us to learn; How client anxiety affects financial planning and the advisor-client relationship. 3 symptoms of investor anxiety, and 6 ways for advisors to respond when clients show symptoms of high anxiety

On-Demand Webinar Replay: How to FACE Adversitylock
04/16/2020

In times of crisis, effective client communication is key. Learn how to FACE adversity using proven techniques to better share insights, maintain visibility, communicate confidently, and engage with empathy.

Call Replay: Live Expert Panel Discussion: What’s Next?lock
04/15/2020

CNBC’s Ron Insana, hosts of a panel of three of the industry’s leading experts, to discuss: Implications of the Fed’s additional $2.3 trillion in funding for households and local governments, how the coronavirus pandemic will reshape certain sectors and industries, and the most attractive sectors, factors, asset classes, and investment styles.

Call Replay: Prospecting in the New Virtual Worldlock
04/13/2020

Top ways advisors are using technology to make new connections online with those who need their help more than ever.

Call Replay: The CARES Act’s Impact for Plan Sponsors & Participantslock
04/08/2020

Join Fred Reish for a discussion on how to best address plan sponsors concerns during these uncertain times.

Webinar Replay: 2Q: Outlook: A Game Plan for the Volatilitylock
04/06/2020

Nanette discusses the continuing impact of the coronavirus on markets and where she sees opportunity over the next 12 months.

Webinar Replay: Price of Paniclock
03/19/2020

Help clients realize how fear-based decisions can hurt long-term results.

Webinar Replay: 6 Strategies to Exceed Rising Client Expectationslock
02/20/2020

MIT AgeLab’s six “jobs of longevity” can help you meet new retirement expectations, while setting you apart from other advisors.

Webinar Replay: 2020 Outlook: Optimism With a Pinch of Realismlock
01/03/2020

Nanette discusses leading indicators for 2020 and how the election, ongoing trade tensions, and geopolitics could affect the market.

Webinar Replay: Have you Googled Yourself?lock
12/03/2019

Online Strategies to Acquire Affluent Clients

Webinar Replay: Are Your Client Couples In for a Rude Awakening?lock
11/12/2019

Help client couples align their retirement visions for a smooth transition.

Webinar Replay—4Q Outlook: Will consumers catch the global economy's cold?lock
10/03/2019

Nanette discusses the latest developments in the trade war, the divergence between consumer confidence and business confidence, and her preference for credit over equities.

Webinar Replay: Luck, Poker & Investing lock
09/11/2019

Hear Annie Duke, professional poker player and decision strategist, explain how to help clients improve their decision-making skills and avoid rash decisions.

Webinar Replay: How to Win the Game Before It’s Even Playedlock
08/13/2019

Learn what part of the day is critical to your productivity, how to simplify your daily priority list and stay focused, and why you should make more time for the things that matter most.

Webinar Replay: Midyear Outlook: Tariffs, Trade Tensions, and Tenuous Growthlock
07/09/2019

Nanette discusses slowing global growth, her preference for credit over equities, and why she favors the US over international and emerging markets.

Webinar Replay: MIT AgeLab — Struggling to Get Access to Plan Sponsors?lock
06/12/2019

Gain access to plan sponsors by offering MIT AgeLab’s insights on managing a multi-generational workplace.

Webinar Replay: Accidental Sabotagelock
06/05/2019

Approaches that seem like the “right” ones could be damaging relationships with women clients. Learn how many advisors unknowingly sabotage their relationships, and what to do instead.

Webinar Replay: Retiring the “Old Age” Story lock
05/06/2019

Our collective thinking of “Old Age” is a relatively recent invention. Learn its origins and discover the impact blindly following this limiting narrative may have on your clients’ futures.

Webinar Replay: Social Security: 3 Ways to Get Clients Morelock
03/08/2019

Help your clients understand the factors that impact their Social Security benefits so they can get the maximum amount.

Podcast Episodes

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Episode 42:
ABCs Of Asking For Referrals

June 2, 2020 – (26:28)

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Episode 41:
From Crisis to Team Continuity

May 18, 2020 – (25:37)

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Episode 40:
Why Many Teams Struggle, Part 1

May 14, 2020 – (20:20)

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Episode 37:
How Couples Can Align Their Retirement Visions, Part 2

February 2, 2020 – (27:51)

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Episode 36:
How Couples Can Align Their Retirement Visions, Part 1

January 2, 2020 – (29:18)

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Episode 35:
How To Win The Game Before It’s Even Played, Part 2

December 2, 2019 – (26:42)

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Episode 34:
How To Win The Game Before It’s Even Played, Part 1

November 2, 2019 – (24:54)

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Episode 33:
Back From the Future, Part  3 The Siren Syndrome

October 15, 2019 – (32:56)

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Episode 32:
Back From the Future, Part  2 Time Travel

September 2, 2019 – (31:15)

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Episode 31:
Back From the Future, Part 1

August 2, 2019 – (25:24)

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Episode 30:
Accidental Sabotage, Part 2

July 2, 2019 – (23:38)

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Episode 29:
Accidental Sabotage, Part 1

June 2, 2019 – (23:31)

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Episode 28:
Communicating To Connect, Part 2

May 2, 2019 – (36:00)

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Episode 27:
Communicating To Connect, Part 1

April 2, 2019 – (37:52)

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Episode 26:
How to help Retiring Boomers Find a Purpose in Retirement

March 2, 2019 – (29:11)

Episode 25:
Social Security: How will my benefits be taxed?

February 2, 2019 – (24:51)

Episode 21:
Social Security: What Am I Entitled To?

October 2, 2018 – (24:04)

Episode 19:
Word Of Mouth Influence Hierarchy (Part Two)

August 2, 2018 – (24:01)

Episode 18:
Word Of Mouth Influence Hierarchy (Part One)

July 2, 2018 – (26:11)

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Episode 17:
Social Security: The “What” vs. The “When”

June 2, 2018 – (24:04)

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Episode 16:
The Rolling Marketing Calendar

May 2, 2018 – (25:45)

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Episode 15:
The Future of Work

April 2, 2018 – (25:31)

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Episode 14:
Creating A Retirement Mentorship Program

March 2, 2018 – (19:31)

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Episode 13:
Fill Your Prospecting Funnel

February 2, 2018 – (9:47)

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Episode 12:
Breaking The Habit Of Putting Off Hard Decisions

January 2, 2018 – (9:47)

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Episode 11:
The Science Of Choice Architecture

December 2, 2017 – (9:54)

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Episode 10:
Becoming a Fountain of Knowledge

November 2, 2017 – (26:05)

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Episode 9:
Mastering LinkedIn Prospecting

October 2, 2017 – (26:00)

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

Brian Margolis and Productivity Giant, Patrick Murphy, John Hancock and Matt Oechsli and Oechsli Institute are not affiliates or subsidiaries of Hartford Funds. 

Important: This information is provided for general informational purposes only and cannot be used or relied upon for the purpose of avoiding IRS penalties. This information is not intended to provide tax, accounting or legal advice. Hartford Funds and its employees cannot provide tax, legal or accounting advice. As with all matters of a tax or legal nature, you and your clients should consult with a qualified tax advisor or legal counsel for advice.

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