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Value-Add Resources

Our human-centric investing approach considers how the markets impact your clients’ mindsets, as well as how societal influences, generational differences, and their stages of life shape them as investors. Using this approach, the following resources can help you deepen client relationships, grow your business, and separate yourself from the competition.

 

MIT AgeLab Research

For more than a decade, we’ve partnered with the MIT AgeLab to uncover investor lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Deepen your relationships with clients by applying MIT AgeLab research and tools to your practice.

hartfordfunds.com/agelab

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Client Materials

8,000 Days of Retirement

Help your clients navigate the four phases of an 8,000 day retirement.

5 Ways Technology Will Change How You Age

A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.

The Quality of Life

Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.


Advisor Materials

Fear, Finance & The High Anxiety Client

MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions.

The Future of Advice

Education and longevity are raising the expectations for advice.

8,000 Days of Retirement

Help your clients navigate the four phases of an 8,000 day retirement.

5 Ways Technology Will Change How You Age

A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.

The Quality of Life

Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.

In Their Own Words

Learn what MIT AgeLab determined to be the seven advisor characteristics that are critically important to clients.

Attention Economics

The volume, velocity, and complexity of information your clients are exposed to is at an all-time high. MIT AgeLab reveals how to capture clients’ attention, keeping them engaged in the financial planning process.

Engaging Across the Ages

Learn how to not only build relationships with Generation X and Generation Y—but also fine-tune your approach toward older and younger boomers as well.


The Pillar System

Use the pillar system to simplify your strategy and magnify your results. A strategy to cut through the clutter and move you toward clarity, simplicity, and most importantly…results.

Word of Mouth

Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with advisors: the number of referrals received in the past year. Find out the secrets of advisors who’ve used WOMI to bring in 10+ new clients a year.

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.

 


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Engaging Clients—Client Event Resources

Gain new clients and strengthen relationships with current ones by hosting relevant and engaging events. Your Advisor Consultant can assist you with planning and execution.

hartfordfunds.com/seminars

Media Replay

Illustrate the market's ability to grow wealth despite recessions and bear markets to help clients avoid panic decisions when the next "crisis of the day" makes headlines.

8,000 Days of Retirement

Help your clients navigate the four phases of an 8,000 day retirement.

5 Ways Technology Will Change How You Age

A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.

The Quality of Life

Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.

Beyond Investment Illusions

Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.

Investing Your Way

Address the financial challenges that women face and help them build the future they envision.

Social Security: Unlock Its Potential

Educate your clients about three critical factors to consider before they begin taking their Social Security benefits.


Client Seminars Planning Checklist

Client seminars are an excellent way to connect with clients and prospects. This checklist can get you started. Contact your Hartford Funds advisor consultant or their internal advisor consultant counterpart, who are available to help.


Next Steps

  1. Contact your Hartford Funds advisor consultant about how to apply these tools to your practice. If you're not sure who your advisor consultant is, email marketing@hartfordfunds.com or call 800-456-7526.
  2. Check out our Quality of Life resources and review the client whitepaper
  3. Talk to your Hartford Funds advisor consultant about hosting a Quality of Life client event
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The MIT AgeLab and Dr. Kevin Elko are not affiliates or subsidiaries of Hartford Funds.

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