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When volatility strikes, learn how to actively address how clients feel as well as how they invest

MIT AgeLab

MIT AgeLab

Managing Investor Anxiety

Volatility can be unpredictable, rearing its ugly head at any time. And when it does, a constant stream of “bad news” can result in heightened fear and anxiety among investors. At times like this your guidance is critical. Just as a good doctor knows how to treat the whole patient, rather than just a condition, financial professionals must be prepared to actively address how their clients feel as well as how they invest.

 

Learn:

  • How client anxiety affects financial planning and the financial professional-client relationship
  • 3 symptoms of investor anxiety
  • 6 ways for financial professionals to respond when clients show symptoms of high anxiety

 

 

 

Resource icon Resources for Financial Professionals

Workbook

Presentation

Click here to order materials >

 

Next Steps

1 Download or order the financial professional white paper
2 Learn to recognize the 3 symptoms of client anxiety
3 Check out our easy-to-use Media Replay client brochure

The MIT Age Lab is not an affiliate or subsidiary of Hartford Funds.

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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