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    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

Practice Management

Practice management to help you grow efficiently

We partner with practice management experts to bring you proven, practical tools to help you grow and operate a more efficient practice. Our advisor consultants can help you apply these strategies through one-on-one guidance, group events, and advisor workbooks. We also offer continuing education courses for CFP, CPE, and CIMA credits.

Mastering LinkedIn

Learn how advisors use LinkedIn to bring in business.

From Optional to Essential

How to avoid disruption, protect your client base, and expand your business

The Affluent Mindset

Learn research-proven methods to help you master affluent client acquisition.

Time Management for Advisors

Replace dated time management strategies with focus management to improve the health and growth of our business.

The Science and Psychology of Goal-Setting and Goal-Getting

Use our simple template for elevating your business by replicating your best client relationships.

Creating a Practice By Design, Rather Than By Default

Use the 80/20 rule to retain your best clients and gain new ones

Growth Strategies

Drive new business by focusing on the types of clients you serve best.

The Value of Your Advice

Confidently transition to an advisory model—one that better aligns your interests with your clients' interests.

Awakening the Sleeping Giant

Create a business model that unlocks growth potential and makes the most efficient use of your time.

Personal Branding for Women Advisors

Female advisors can create a powerful personal brand with a simple yet purposeful action plan.

The $22 Trillion Opportunity

Identify existing opportunities in your book of business and learn three critical questions for women clients and prospects.

Dr. Elko's Power of Connection

Weekly motivational messages and ideas to build deeper client relationships.

Continuing Education

Keep pace with industry changes―and challenges―with timely continuing-education courses.

Webinar Replay:


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

Tue Mar 13 04:00:00 EDT 2018
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 Boswe...

Dr. Kevin Elko serves as a consultant for Hartford Funds. His statements are not representative of Hartford Funds.