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

Financial professionals who remain focused solely on providing financial guidance fall short of clients' expectations, because providing financial guidance 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.

Libby Greiwe
The Efficient Advisor LLC
Podcast host, The Efficient Advisor: Tactical Business Advice for Financial Planners

Nancy Schlossberg, EdD
Professor Emerita University of Maryland
Author, Revitalizing Retirement: Reshaping Your Identity

Dr. Linda Babcock, Ph.D.
Professor Emerita, Carnegie Mellon University
Behavioral Economist & Author

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

Robert Laura
Retirement Activist 
Author, The Naked Retirement

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

Jennifer Shannon, LMFT
Cognitive Behavioral Therapist
Author, Don't Feed the Monkey Mind

Erika Wasserman, CFT
Certified Financial Therapist
Author, Conversations with Your Financial Therapist