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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.

From Optional to Essential

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

Mastering LinkedIn

Learn how advisors use LinkedIn to bring in 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.

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.

Growth Strategies

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

Personal Branding for Women Advisors

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

Continuing Education

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

Dr. Elko's Power of Connection

Weekly motivational messages and ideas to build deeper client relationships.

The $22 Trillion Opportunity

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

Creating a Practice By Design, Rather Than By Default

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

Webinar Replay:


Webinar Replay: Overcoming the Bottleneck in Your Business  lock

Wed Aug 16 04:45:00 EDT 2017
Grow your practice by doing one or two things you already know how to do.

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