Webinars and Podcasts
Gain insight from leading practice-management experts, investment strategists, and the MIT AgeLab.
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.
Online Strategies to Acquire Affluent Clients
Help client couples align their retirement visions for a smooth transition.
Nanette discusses the latest developments in the trade war, the divergence between consumer confidence and business confidence, and her preference for credit over equities.
Hear Annie Duke, professional poker player and decision strategist, explain how to help clients improve their decision-making skills and avoid rash decisions.
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.
Nanette discusses slowing global growth, her preference for credit over equities, and why she favors the US over international and emerging markets.
Gain access to plan sponsors by offering MIT AgeLab’s insights on managing a multi-generational workplace.
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.
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.
Apr 2, 2020 – (30:09)
March 2, 2020 – (26:06)
January 2, 2019 – (23:30)
December 2, 2018 – (28:51)
November 2, 2018 – (26:09)
September 2, 2018 – (25:22)
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.