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Hartford Funds Thought Leadership Resources

Get proven and practical methods to better understand and engage your clients, as well as practice management strategies to improve and grow your business.

Download the New Expectations of Advice and Seminars Overview flyers and ask your Hartford Funds Advisor Consultant how the Institute can help you create meaningful connections with your clients and distinguish your practice.

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New Expectations of Advice Advisor Flyer

Our insights and tools from the MIT AgeLab and other experts in behavioral finance and practice management help you anticipate your clients’ needs, understand their motivation and thinking, and offer a holistic approach to better prepare them for their future.

View/Order >    email

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Seminars Overview Flyer

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. Our modules can help you deepen client relationships, grow your business, and separate yourself from the competition.

View/Order >    email


Meet Our Experts

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John D. Diehl, CFP®, CLU®, ChFC®

Senior Vice President, Strategic Markets
Hartford Funds

John and his team are responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial-services marketplace.

He has been widely quoted in consumer and trade publications such as The Wall Street Journal, Financial Planning, and On Wall Street. He has also appeared as a featured guest on CNBC and Bloomberg Television to discuss his views on retirement-related topics.

John also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab. He joined the company in 1991.

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Dr. Joe Coughlin

Founder & Director
MIT AgeLab

Joseph F. Coughlin, PhD, is founder and director of the MIT AgeLab. His research focuses on how the convergence of baby-boomer expectations and technology will drive innovation in business and government. He teaches strategic management and public policy in MIT’s Engineering Systems Division, and speaks, consults, and collaborates with governments and businesses worldwide.

Dr. Coughlin is a regular contributor to Bank Investment Consultant, The Huffington Post, The Wall Street Journal, and MarketWatch, and produces the online publication Disruptive Demographics on BigThink.com.

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Mike Lynch

Vice President, Strategic Markets
Hartford Funds

Mike is responsible for engaging and educating financial advisors and clients alike. He possesses extensive knowledge of estate and retirement planning, and provides thought leadership and financial education focused on retirement and small-business planning. Mike joined the company in 1993. 

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Bill McManus

Director, Strategic Markets
Hartford Funds

Bill helps educate financial advisors and their clients about in areas such as retirement-income planning, investment planning, and charitable planning, as well as anticipating and preparing for long-term demographic and lifestyle changes. Bill joined the company in 2003.

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Matt Johnston

CEO
Red Rock Strategic Partners

Matt has built a company that serves two distinct markets. The first is advising financial advisors on strategy and execution to achieve organic growth targets. The second is helping middle-market, privately held businesses around the country address the issues that they face growing their business, managing their financial lives today and in the future, and preparing for the succession and transition of their businesses.

Read the Masters of Advice Institute blog to discover practice management ideas and tactics that are designed for real-world situations and real client needs.

John Diehl is a registered representative of Hartford Funds Distributors, LLC.

Michael Lynch is a registered representative of Hartford Funds Distributors, LLC.

Bill McManus is a registered representative of Hartford Funds Distributors, LLC.

The MIT AgeLab and Red Rock Strategic Partners are not affiliates or subsidiaries of Hartford Funds.

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