Webinars and Podcasts
Gain insight from leading practice-management experts, investment strategists, and the MIT AgeLab.
Get research-based methods from the Oechsli to acquire clients using the world’s largest professional network with 706 million online users.
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.
Join us to learn new prospecting activities that will help you fill your pipeline and grow your retirement plan business.
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
Nanette discusses how US election risk, policy support, and progress toward a COVID-19 vaccine might balance out through the end of the year.
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.
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.
Hartford Funds is pleased to welcome CNBC’s Ron Insana as a host with three of the industry’s leading experts to discuss: What the pandemic’s resurgence and the economy’s uneven reopening mean for markets, How the Fed’s bond purchases are impacting fixed income, and Opportunities and risks as election season heats up.
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.
Nanette discusses if the market has gotten too disconnected from the economy, if a v-shaped recovery is possible, and the risks and opportunities in the second half of 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.
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.
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.
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.
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
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.
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
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.
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.
Top ways advisors are using technology to make new connections online with those who need their help more than ever.
Join Fred Reish for a discussion on how to best address plan sponsors concerns during these uncertain times.
Nanette discusses the continuing impact of the coronavirus on markets and where she sees opportunity over the next 12 months.
Help clients realize how fear-based decisions can hurt long-term results.
MIT AgeLab’s six “jobs of longevity” can help you meet new retirement expectations, while setting you apart from other advisors.
Nanette discusses leading indicators for 2020 and how the election, ongoing trade tensions, and geopolitics could affect the market.
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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.