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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.

hartfordfunds.com/insight

Waking Up to the Future
How 125 Years of Innovation Prepare Us for the Age of AI
Maintaining Perspective in Uncertain Times
How to make rational decisions when crises keep showing up
The Overprotective Brain
How to keep it from undermining clients’ health, finances, and decision-making as they age
Retain Your Brain
How to age-proof your most valuable asset
The Freedom Paradox
The one big Idea that will change the way you think about retirement
8,000 Days of Retirement
Modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.

 

 

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.

hartfordfunds.com/practice

The Pillar System
Complete a few critical activities each week to help meet your business goals
How to Reengage Prospects Who Go Silent
A four-step process that turns elusive prospects into clients
Redefining Your Team Dynamic
Simple exercises designed to increase communication and innovation
Communicating To Connect
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Teams Resource Center
Are you applying the best practices of top-performing teams?
Mastering Affluent Client Acquisition
Proven strategies top financial professionals use to win $1MM+ clients

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MIT AgeLab Logo

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.

hartfordfunds.com/agelab

 

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

Hartford Mutual Funds may or may not be invested in the companies referenced herein; however, no particular endorsement of any product or service is being made.




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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.

 

 

Hartford Funds
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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. 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.

Hartford Funds refers to HFD, Lattice, and HFMC, which are currently not affiliated with any sub-adviser or ALPS.

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