• Products

    A Guide to Hartford Funds

    View Now >

  • Insights

    The Reimagined Human-Centric Investing Podcast

    See What's New >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Be Human-Centric

    Learn More >

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

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 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
Managing Director

Michael Lynch
Managing Director

Bill McManus
Managing Director

Ryan Sullivan
Managing Director

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

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

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

Laurie Orlov
Eldercare Advocate
Founder, Aging in Place Technology Watch

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

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

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

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 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.
 

216697

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.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value