Webinars and Podcasts
Gain insight from leading practice-management experts, investment strategists, and the MIT AgeLab.
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.
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.
As we enter the final stretch of 2018, market challenges continue to mount. Are we starting to see signs of cracks in this global cycle?
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.
Portfolio managers from the Fund discuss the impact of rising rates, widening credit spreads, and the outlook for dividend-paying stocks.
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.
Helping your clients understand what will impact their Social Security benefits before they begin using them can help avoid frustration in retirement.
Learn three questions that can help your clients see retirement from a new perspective and motivate them to plan for it.
A lot has happened so far this year. All the unexpected issues in the first quarter have left many with more questions than answers.
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.
Help your clients navigate the four phases of an 8,000 day retirement
Factor investing may help investors optimize returns and manage risk.
As central banks remove their accommodative policies, many are wondering if the party can go on with less punch in the bowl.
Use the 80/20 rule to retain your best clients and gain new ones
Education and longevity are raising the expectations for advice
How to avoid disruption, protect your client base, and expand your business
In March 2017, 41% of advisors we surveyed said they were unsure about how to approach financial wellness. That’s because many advisors think that offering a financial wellness program seems complicated, and they wonder if it’s even worth it. In this replay, You’ll learn the many ways a financial wellness program can benefit you, plan sponsors, and participants; plus, you’ll get a game plan to get your financial wellness program up and running—including the necessary tools.
The Oechsli Institute also found that advisors who successfully acquire affluent clients engage in similar activities. By doing these activities, elite advisors develop the necessary skills that help them to master the “art form” of affluent sales. They also share a goal-focused, “can-do” mindset.
Learn financial wellness research results from Ann Schleck & Co.
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.
Ann Schleck & Co, Fred Reish, 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.