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Managing Director, Applied Insights
Bill’s Full Bio | 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.
5 Things About Bill
Bill loves to travel. He’s visited 25 countries and counting. His favorite destination so far: Vietnam.
During his time as a child actor, he was featured in 12 commercials and one movie.
A former member of the U.S. National Rowing Team, Bill has two bronze medals from world championships in Lucerne, Switzerland and Seville, Spain.
He’s been named the “Best Uncle in the World”—with several signed certificates signed and notarized in crayon to prove it.
Bill is in the beginning stages of learning to play the piano.
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
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.
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