• Products

    World Bond Fund Monthly Positioning & Outlook

    View Now >

  • Insights

    Human-Centric Investing Podcast

    Listen to Latest Episode >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Human-Centric Investing

    Learn More >

Bill McManus

Managing Director, Applied Insights


PDF Bill’s Full Bio   |   PDF Bill’s Speaker Bio

 

With nearly 20 years of experience in financial services, Bill has worked with countless financial professionals and their clients. He’s got a knack for simplifying complex financial planning and investing strategies to engage and educate clients and prospects. He’s also passionate about helping them look toward the future to anticipate and prepare for lifestyle changes that lay ahead.

Among other practice-management strategies, Bill shows financial professionals how they can adapt their prospecting strategies to a virtual world.


 

Current Topics

As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Help clients navigate what’s no longer an end but a new, complex stage of life.
For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Our advisor consultants can provide coaching to help you deepen relationships with clients by applying AgeLab research and tools to your practice.

 

5 Things About Bill

1

Bill loves to travel. He’s visited 25 countries and counting. His favorite destination so far: Vietnam.

2

During his time as a child actor, he was featured in 12 commercials and one movie.

3

A former member of the U.S. National Rowing Team, Bill has two bronze medals from world championships in Lucerne, Switzerland and Seville, Spain.

4

He’s been named the “Best Uncle in the World”—with several signed certificates signed and notarized in crayon to prove it.

5

Bill is in the beginning stages of learning to play the piano.

Bill's Articles

Need Prospects? How Virtual Events with Local Professionals Could Be the Answer
Hosting a virtual event with local professionals offers a flexible, cost-effective way to connect with prospects

Bill's Podcasts

Virtual Prospecting
September 2, 2020 (23:08)

Bill in the Media

Three Strategies for Effectively Prospecting Millennial Clients
Wealth Management, August 2019

Turning Young Investors into Long-Term Clients
Digital Advisor Today, July/August 2020

Embrace Change to Grow - Barron's.com
The Wall Street Journal, July 2020

How Financial Advisors Can Build Their Client Base and Keep Them Engaged
U.S. News, October 2020

Contact your Hartford Funds advisor consultant or field specialist for Bill's availability.

Applied Insights Team Page

 

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

Check the background of this firm/individual on FINRA's BrokerCheck.

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

Links from media articles to a non-Hartford Funds site are provided for users’ convenience only. Hartford Funds does not control or review these sites nor does the provision of any link imply an endorsement or association of such non-Hartford Fund sites. Hartford Funds is not responsible for and makes no representation or warranty regarding the contents, completeness or accuracy or security of any materials on such sites. If you decide to access such non-Hartford Funds sites, you do so at your own risk.

222573

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