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Webinars and Podcasts

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

Webinar Replays

Webinar Replay: Price of Paniclock

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

Webinar Replay: 6 Strategies to Exceed Rising Client Expectationslock

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

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

Online Strategies to Acquire Affluent Clients

Webinar Replay: Are Your Client Couples In for a Rude Awakening?lock

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

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

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

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

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

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

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

Webinar Replay: Accidental Sabotagelock

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

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: 2Q Outlook What's Really Changed?lock

Nanette discusses changing Fed expectations, slowing global growth, and strategies to consider going forward.

Webinar Replay: Social Security: 3 Ways to Get Clients Morelock

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

Webinar Replay: Hey Siri, Can You Help Me Retire?lock

Aging can be a major headache for many of your older clients. Many of them are unaware of how the phone in their pocket could make life much easier. You can show them how.

Webinar Replay: 2019 Outlook: Down but not outlock

The markets ended 2018 on a volatile note. Many are wondering if 2019 will be a down year for markets. Nanette Abuhoff Jacobson tackles questions about the coming year.

Webinar Replay: The Science of Goal Setting and Goal Gettinglock

Feeling anxious about your 2019 planning? That’s because our prospecting goals often aren’t very clear. Kick start your planning right and join us to discover how to turn prospects into clients. Learn how to identify the personality traits, acquisition methods, and demographic factors of your top 25 clients. You’ll then see how that info can be turned into a precise prospect profile.

Webinar Replay: Prepare Plan Sponsors for the New Older Workplacelock

Whether you’re a retirement-plan focused advisor or looking to expand your business, John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, explains how you can help existing and prospective retirement plan clients meet new employee expectations.

Webinar Replay: Get Your Clients Talking: How Word of Mouth Can Help Your Businesslock

Asking for referrals is awkward. And clients don’t like being asked to give them. Word-of-Mouth Influence (WOMI) can help you get referrals without all the uncomfortable questions.

Webinar Replay: Can You Run Your Practice From an Index Card?lock

Brian Margolis, founder of Productivity Giant, explains how a simple strategy—called the Pillar System—can move you toward clarity, simplicity, and, most importantly, results in your practice.

Webinar Replay: Synergy and Simplicity: An Update on the Balanced Income Fundlock

Portfolio managers from the Fund discuss the impact of rising rates, widening credit spreads, and the outlook for dividend-paying stocks.

Webinar Replay: Will Economic Growth Anchor the Marketslock

As we enter Q3, market challenges are mounting. Wellington Management’s Nanette Abuhoff Jacobson tackles concerns about rising rates, rising trade tensions, and rising populism.

Webinar Replay: Social Security: Unlocking Its Potentiallock

Helping your clients understand what will impact their Social Security benefits before they begin using them can help avoid frustration in retirement.

Webinar Replay: 3 Questions That Can Predict Future Quality of Lifelock

Learn three questions that can help your clients see retirement from a new perspective and motivate them to plan for it.

Webinar Replay: LinkedIn Tricks You Aren’t Using (Yet)lock

In a poll from this webinar, 53% of attendees said they dabble with LinkedIn and 40% said they’re not using it, but they want to. Watch this replay to get the inside scoop from Stephen Boswell of The Oechsli Institute about how to acquire clients using LinkedIn.

Podcast Episodes


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.