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Value-Add Resources
Our human-centric investing approach considers how the markets impact your clients’ mindsets, as well as how societal influences, generational differences, and their stages of life shape them as investors. Using this approach, the following resources can help you deepen client relationships, grow your business, and separate yourself from the competition.
Investor Insight
As markets soar and plunge, emotions can tempt investors to buy and sell funds at the wrong times, which can have disastrous results. Use these tools to educate and entertain clients about the impact that impulsive decisions can have on their investments and the importance of focusing on the long-term.
Navigating Longevity
8,000 Days of Retirement
No longer that short period between the end of work and the end of life, modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
Investor Behavior
Maintaining Perspective in Uncertain Times
Seemingly unprecedented events and an uncertain future can put many investors on edge. A historical perspective on past crises can help investors persevere when their confidence is tested.
Investor Behavior
The Times They Are A-Changin'
…but are they? Are the issues we’re facing today really that unprecedented? This client brochure and presentation step back to provide historical perspective for investors.
Investor Behavior
Fear, Finance & The High-Anxiety Client
When volatility strikes, you can address how clients feel as well as how they invest
Investor Behavior
Your Money Story
Help clients discover how their unique history with money can impact their financial decisions
Investor Behavior
Media Replay
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
Volatility
Beyond Investment Illusions
The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.
Navigating Longevity
The Social Portfolio
Why investing in social connections is a critical component of comprehensive longevity planning
Navigating Longevity
The Quality of Life
Three simple questions can help determine your clients’ future quality of life, providing a practical, thought-provoking approach to retirement planning
Navigating Longevity
5 Ways Technology Will Change How You Age
Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
Navigating Longevity
Social Security: Unlock Its Potential
Understanding the key factors impacting Social Security income can help clients maximize their benefits
Navigating Longevity
Building Your Longevity Network
As people live longer, retirement planning requires holistic thinking and expertise.
Practice Management
The Future of Advice
Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.
Practice Management
We partner with practice management experts to bring you proven, practical tools to help you operate and grow a more efficient practice. Our advisor consultants can help you apply these strategies through one-on-one guidance, group events, and advisor workbooks.
Better Prospecting
Evaluating Your Digital Presence
Consider ideas to help level-up your digital know-how
Better Prospecting
Building Your Digital Presence
How to grow your practice through the creation of digital content
Increasing Efficiency
Teams Resource Center
Are you applying the best practices of top-performing teams?
Simple exercises designed to increase communication and innovation
Practice Management
The Pillar System
Complete a few critical activities each week to help meet your business goals
Servicing Clients
Communication Quick Tips
Videos to help you hone your communication skills to better connect with current and prospective clients
Better Prospecting
Mastering Affluent Client Acquisition
Top financial professionals' best methods for attracting affluent clients
Increasing Efficiency
Communicating To Connect
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Servicing Clients
How to Communicate Confidently in Challenging Times
It’s not just what you say that matters—it’s how you say it
Better Prospecting
Why Now Is the Best Time to Prospect
Re-engage old leads and cold leads in your pipeline
Small tweaks in key areas can maximize your team's productivity
Servicing Clients
How to VALUE Inclusive Language
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Increasing Efficiency
Time Management for Financial Professionals
Grow your business by consistently doing one or two things you do best
Better Prospecting
The Word of Mouth Influence Hierarchy
Get referrals without the awkwardness of asking for them
Better Prospecting
Mastering LinkedIn
A step-by-step approach for leveraging LinkedIn to grow your business
Better Prospecting
Creating a Practice By Design, Rather Than By Default
A simple rule for retaining your best clients and gaining new ones
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Investor Insight
Investor Insight
As markets soar and plunge, emotions can tempt investors to buy and sell funds at the wrong times, which can have disastrous results. Use these tools to educate and entertain clients about the impact that impulsive decisions can have on their investments and the importance of focusing on the long-term.
Navigating Longevity8,000 Days of RetirementNo longer that short period between the end of work and the end of life, modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
Investor BehaviorMaintaining Perspective in Uncertain TimesSeemingly unprecedented events and an uncertain future can put many investors on edge. A historical perspective on past crises can help investors persevere when their confidence is tested.
Investor BehaviorThe Times They Are A-Changin'…but are they? Are the issues we’re facing today really that unprecedented? This client brochure and presentation step back to provide historical perspective for investors.
Investor BehaviorFear, Finance & The High-Anxiety ClientWhen volatility strikes, you can address how clients feel as well as how they invest
Investor BehaviorYour Money StoryHelp clients discover how their unique history with money can impact their financial decisions
Investor BehaviorMedia ReplayWhen the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
VolatilityBeyond Investment IllusionsThe most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.
Navigating LongevityThe Social PortfolioWhy investing in social connections is a critical component of comprehensive longevity planning
Navigating LongevityThe Quality of LifeThree simple questions can help determine your clients’ future quality of life, providing a practical, thought-provoking approach to retirement planning
Navigating Longevity5 Ways Technology Will Change How You AgeApps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
Navigating LongevitySocial Security: Unlock Its PotentialUnderstanding the key factors impacting Social Security income can help clients maximize their benefits
Navigating LongevityBuilding Your Longevity NetworkAs people live longer, retirement planning requires holistic thinking and expertise.
Practice ManagementThe Future of AdviceProvide clients with a road map of what older age may present, resources to help, and how to pay for it all. -
Practice Management
Practice Management
We partner with practice management experts to bring you proven, practical tools to help you operate and grow a more efficient practice. Our advisor consultants can help you apply these strategies through one-on-one guidance, group events, and advisor workbooks.
Better ProspectingEvaluating Your Digital PresenceConsider ideas to help level-up your digital know-how
Better ProspectingBuilding Your Digital PresenceHow to grow your practice through the creation of digital content
Increasing EfficiencyTeams Resource CenterAre you applying the best practices of top-performing teams?
Simple exercises designed to increase communication and innovation
Practice ManagementThe Pillar SystemComplete a few critical activities each week to help meet your business goals
Servicing ClientsCommunication Quick TipsVideos to help you hone your communication skills to better connect with current and prospective clients
Better ProspectingMastering Affluent Client AcquisitionTop financial professionals' best methods for attracting affluent clients
Increasing EfficiencyCommunicating To ConnectLearn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Servicing ClientsHow to Communicate Confidently in Challenging TimesIt’s not just what you say that matters—it’s how you say it
Better ProspectingWhy Now Is the Best Time to ProspectRe-engage old leads and cold leads in your pipeline
Small tweaks in key areas can maximize your team's productivity
Servicing ClientsHow to VALUE Inclusive LanguageInclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Increasing EfficiencyTime Management for Financial ProfessionalsGrow your business by consistently doing one or two things you do best
Better ProspectingThe Word of Mouth Influence HierarchyGet referrals without the awkwardness of asking for them
Better ProspectingMastering LinkedInA step-by-step approach for leveraging LinkedIn to grow your business
Better ProspectingCreating a Practice By Design, Rather Than By DefaultA simple rule for retaining your best clients and gaining new ones
For more than a decade, we’ve partnered with the MIT AgeLab to uncover investor lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Deepen your relationships with clients by applying MIT AgeLab research and tools to your practice.
The MIT AgeLab and Oechsli are not affiliates or subsidiaries of Hartford Funds.
Anne Duke is not affiliated with Hartford Funds.
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Next Steps
| 1 | Download our Value-Add Resources brochure |
| 2 | Contact your Hartford Funds advisor consultant about how to apply these tools to your practice. If you're not sure who your advisor consultant is, email marketing@hartfordfunds.com or call 800-456-7526. |
