• Products
  • Insights
  • Practice Management
  • Resources
  • About Us
Top financial professionals' best methods for attracting affluent clients

The Affluent Mindset

Research from Oechsli found that financial professionals who successfully acquire affluent clients engage in similar activities. By learning these activities, you’ll develop the necessary skills to master the “art form” of affluent sales.



  • How to—and how not to—get a personal introduction to affluent clients
  • Find out why intimate client events are so effective for acquiring affluent clients, then learn a script that gets them to attend
  • Learn Oechsli's proven mix of activities that bring in affluent clients





Resource icon Resources for Financial Professionals


Click here to order materials >

Next Steps

1 Download The Affluent Mindset workbook
2 Identify how many affluent clients you acquired in the last year and compare your results to the results on page 3 of the workbook 
3 Source 5 names for personal introductions as outlined on page 9 of the workbook

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 Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.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

© Copyright 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value