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Webinars and Podcasts

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

Webinar Replays

Webinar Replay: Built to Succeed, A Conversation With Villanova’s Jay Wrightlock

Hartford Funds welcomes Jay Wright, men’s basketball head coach at Villanova University, to discuss universal team building and leadership lessons that built a national powerhouse at a school with just 6,500 undergraduates.

Webinar Replay: MIT AgeLab: Help Participants Plan for 8,000 Days, or More, of Retirementlock

With today’s rising lifespans, most of us will spend at least 20 years in retirement―approximately 8,000 days. Dr. Joe Coughlin of the MIT AgeLab will share insights that can help participants prepare for their retirement journey.

Webinar Replay: What’s Next for Markets?lock

CNBC’s Ron Insana hosts a discussion with industry experts from Wellington Management and Schroders. As we begin a new presidential administration, hear our panel discuss the latest on politics and these questions: Is the stock market in a bubble? Who’s behind the rising demand for Bitcoin? What does the spike in yields mean for bonds and stocks?

Webinar Replay: Your Money Storylock

Wealth psychology expert Kathleen Burns Kingsbury will explain how to help your clients understand the forces behind their decision-making. Clients will see you as a financial professional who can assist them with more than just the technical side of finance.

Webinar Replay: 2021 Outlook: Is the Rotation for Real?lock

As we head into 2021, encouraging vaccine data, policy support, and gradually reopening economies are making markets optimistic. Join us to hear Nanette Abuhoff Jacobson discuss her outlook for three great rotations.

Webinar Repay: Client Volatility - Are Your Clients More Volatile Than the Market?lock

Clients are currently contending with a variety of issues. Some are finance-related, but most aren’t—and many clients’ emotions are running high. By talking strictly about financial matters without acknowledging their other concerns, you could risk opportunities to build stronger client relationships.

Call Replay Post-Election Analysis - What’s Next for Retirement Policylock

With the presidential election behind us, Fred Reish discusses how financial professionals should be thinking about policy changes that could impact their retirement plan clients.

Mastering LinkedIn - Do You Know Where Your Prospects Are Now?lock

Get research-based methods from the Oechsli to acquire clients using the world’s largest professional network with 706 million online users.

Webinar Replay: What’s Next for Markets? Post-Election Editionlock

NBC’s Ron Insana hosts a post-election discussion with industry experts from Wellington Management and Schroders. Join us to learn: The latest on the Pfizer vaccine and its impact, what Biden’s victory means for the economy, taxes, and the markets, and positioning ideas for client portfolios.

Webinar Replay: How to Fill Your 401(k) Pipelinelock

Join us to learn new prospecting activities that will help you fill your pipeline and grow your retirement plan business.

Webinar Replay: Politics and Investing: Debunking the Mythslock

As we get closer to Election Day, you’ll be talking with your clients about politics more than ever. Join us for a discussion to hear about, the surprising things retail investors told us they believe about politics and investing and how to tactfully handle political discussions with clients

Call Replay: What You Need to Know About Pooled Employer Planslock

Fred Reish discusses Pooled Employer Plan (PEP). These plans will play a significant role in the retirement plan market, and financial professionals who get in on the ground floor could potentially benefit.

Webinar Replay: 4 Generational Views on the New Normal Description lock

New research from the MIT AgeLab on COVID-19 reveals that there are common perspectives and emotions within generations on how they’re coping during the pandemic. Understanding these views can help you show empathy and prepare more effectively for client conversations.

Call Replay: Retirement Income Projections = Opportunitieslock

Fred Reish to discuss the ERISA fiduciary ‘safe harbor’ available to plan sponsors that protects them from liability and other timely topics DC advisors will want to listen in on.

Webinar Replay: How to Respond to a Post-Pandemic Environmentlock

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

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

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

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

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

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

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

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: Prospecting in the New Virtual Worldlock

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

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

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

Podcast Episodes


Episode 50:
Why Financial Professionals Should Drop The 2020 Mindset

February 2, 2021 – (23:07)


Episode 49:
Social-Security Storytellers

January 2, 2021 – (24:30)


Episode 48:
Why Many Teams Struggle, Part 2

December 2, 2020 – (27:45)


Episode 47:
The Little-Known Power Of Money Scripts

November 2, 2020 – (26:11)


Episode 46:
Helping Clients Discover Their Money Story

October 2, 2020 – (23:08)


Episode 45:
Virtual Prospecting

September 2, 2020 – (23:08)


Episode 44:
Hosting Virtual Client Events With Local Professionals

August 2, 2020 – (22:17)


Episode 43:
Hosting Longevity-Panel Client Events

June 2, 2020 – (22:14)


Episode 42:
ABCs Of Asking For Referrals

June 2, 2020 – (26:28)


Episode 41:
From Crisis to Team Continuity

May 18, 2020 – (25:37)


Episode 40:
Why Many Teams Struggle, Part 1

May 14, 2020 – (20:20)


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

February 2, 2020 – (27:51)


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

January 2, 2020 – (29:18)


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

December 2, 2019 – (26:42)


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

November 2, 2019 – (24:54)


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

October 15, 2019 – (32:56)


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

September 2, 2019 – (31:15)


Episode 31:
Back From the Future, Part 1

August 2, 2019 – (25:24)


Episode 30:
Accidental Sabotage, Part 2

July 2, 2019 – (23:38)


Episode 29:
Accidental Sabotage, Part 1

June 2, 2019 – (23:31)


Episode 28:
Communicating To Connect, Part 2

May 2, 2019 – (36:00)


Episode 27:
Communicating To Connect, Part 1

April 2, 2019 – (37:52)


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)


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

June 2, 2018 – (24:04)


Episode 16:
The Rolling Marketing Calendar

May 2, 2018 – (25:45)


Episode 15:
The Future of Work

April 2, 2018 – (25:31)


Episode 14:
Creating A Retirement Mentorship Program

March 2, 2018 – (19:31)


Episode 13:
Fill Your Prospecting Funnel

February 2, 2018 – (9:47)


Episode 12:
Breaking The Habit Of Putting Off Hard Decisions

January 2, 2018 – (9:47)


Episode 11:
The Science Of Choice Architecture

December 2, 2017 – (9:54)


Episode 10:
Becoming a Fountain of Knowledge

November 2, 2017 – (26:05)


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.