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

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

Financial professionals who remain focused solely on providing financial advice risk falling short of clients' expectations, because providing financial advice is now the bare minimum. For financial professionals 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 (2:53)

John Diehl Applied Insights Video

John Diehl, Senior Vice President
Applied Insights


 

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

John Diehl
Senior Vice President

Julie L. Genjac
Vice President

Michael Lynch
Managing Director

Bill McManus
Vice President

Ryan Sullivan
Vice President

Stephen N. Parnell
Managing Director

Thomas Barrett, Ill
Managing Director


 

Our Network of Experts

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

Robert Laura
Retirement Activist, Money Manager
Author, Naked Retirement

Stephen Boswell
President, Oechsli 
Author, Best Practices of Elite Advisors

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

Laurie Orlov
Eldercare Advocate
Founder, Aging in Place Technology Watch

Fred Reish
JD, Partner, Faegre Drinker Biddle & Reath LLP

Tim Owings, Ph.D., CFP® 
Founder, TL Owings & Associates, LLC
Author, Cadence of Care

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

Rebecca Hourihan, AIF®, PPC™
Founder and CMO
401(k) Marketing, LLC

Kathleen Burns Kingsbury
Wealth Psychology Expert
Author, Breaking Money Silence

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


 

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
  • Longevity-based business
  • Communicating to connect

Our Full Content Guide

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 financial professionals. I really appreciate how Hartford Funds creatively adds value to the financial professional 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 legal, tax and financial professionals.
  

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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 (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, 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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