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Applied Insights Team

Helping you expand and deepen your client relationships through education, practice efficiency, and outreach events

 

Advisors who remain focused solely on providing financial advice risk falling short of clients' expectations, because providing financial advice is now the bare minimum. For advisors who want to differentiate their practice by adapting to the changing needs and expectations of clients—in other words, to focus on the human side of investing—we can help.

Hartford Funds' Applied Insights team translates the expertise of the psychologists, physiologists, professors, and practice-management experts we partner with into practical, actionable ideas and tools to make sense of a rapidly evolving market and demographic landscape.

Innovative resources to help meet real-life needs (2:49) 

John Diehl, Senior Vice President Applied Insights 

 

Meet Our Team
Click on the photos to learn more about each Applied Insights team member.

JD

John Diehl
Senior Vice President

Julie

Julie L. Genjac
Managing Director

Mike

Michael Lynch
Managing Director

Bill

Bill McManus
Managing Director

Ryan

Ryan Sullivan
Managing Director

Steve

Stephen N. Parnell
Managing Director

Tom

Thomas Barrett, Ill
Director

Our Network of Experts

Joe Coughlin, Ph.D.
Director, MIT AgeLab
Author, The Longevity Economy

Annie Duke
Former Professional Poker Player, Decision Strategist
Author, Thinking in Bets

Kristy Archuleta, Ph.D., LMFT
Associate Professor, University of Georgia
Editor-in-Chief, Journal of Financial Therapy

Kathleen Burns Kingsbury
Wealth Psychology Expert
Author, Breaking Money Silence

Robert Laura
Retirement Activist, Money Manager
Author, Naked Retirement

Laurie Orlov
Eldercare Advocate
Founder, Aging in Place Technology Watch

Elesa Zehndorfer, Ph.D.
Author, The Physiology of
Emotional and Rational Investing

Brian Margolis
Practice-Management Expert Founder, Productivity Giant
Author, The Index Card Business Plan

Matt Oechsli
Affluent Client Expert Founder, The Oechsli Institute
Author, The Art of Selling to the Affluent

Benjamin Mast, Ph.D.
Chair, Aging and Neuropsychology,
University of Louisville
Author, Alzheimer’s Disease and Dementia

Featured Topics

Navigating Longevity

  •     Retirement satisfaction
  •     Technology solutions
  •     Workforce marketability

Investor Behavior

  •     Investor fear and anxiety
  •     Couples' retirement transitions
  •     Investor decision-making 

Practice Management

  •     Team motivation & efficiency
  •     Longevity-based business
  •     Communicating to connect

Contact your Hartford Funds advisor consultant or field specialist to access our team's expertise.

“Just as the wealth and investment management business has largely become commoditized in the eyes of clients, so too has the fund manager space in the eyes of advisors. I really appreciate how Hartford Funds creatively adds value to the advisor relationship while genuinely differentiating your role as a partner.”

—Managing Partner, $230M RIA Firm

John Diehl is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Julie L. Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Bill McManus is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Thomas Barrett, III is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.

The views and opinions of the Network of Experts are those of the individuals, who are not affiliated with Hartford Funds. The information should not be construed as investment advice or a recommendation of any product or service nor should it be relied upon to, replace the advice of an investor’s own professional legal, tax and financial advisors.
 

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