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Oechsli's Street-Smart Strategies to Evaluate, Create, and Grow Your Online Presence

In the realm of digital marketing, many financial pros wonder if they're missing out on attracting prospects or keeping clients engaged. They may be hesitant to fully commit to a digital strategy due to concerns about time, effort, and cost; not knowing where to begin adds to the uncertainty.

But don't worry, we've got you covered. Our collaboration with Oechsli has birthed the Digital Presence Series, crafted to help you assess, construct, and grow your online presence. This series arms you with digital strategies to stand out, reel in prospects and referrals, and keep clients coming back for more.


Evaluate Your Digital Presence

Is your digital presence an afterthought or a vital extension of your practice? We're here to help you evaluate and strengthen your credibility for prospective clients.

How to Evaluate

Build Your Digital Presence

In the digital age, most people are online for learning, shopping, and fun. Yet, many financial pros don't maximize their digital presence. Learn to boost it for better client attraction and retention.

How to Build

Grow Your Digital Presence

While you're boosting your digital presence, visibility is key. Learn targeted promotion secrets to reach prospects effectively without breaking the bank.

How to Grow

Unlock Your Digital Presence Potential: Take Our Quiz Now!

Take Quiz

About Oechsli

Hartford Funds partnered with Oechsli for Growing Your Digital Presence. Founded in 1978, Oechsli conducts research on elite financial pros and affluent investors, aiding in better decision-making for client growth. Their innovative insights have been featured in The New York Times and The Wall Street Journal.

Oechsli is not an affiliate or subsidiary of Hartford Funds. 


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 Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.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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