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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

Investor Behavior
Media Replay
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
Investor Behavior
Family Money Talks
Transfer wisdom, not just wealth
Navigating Longevity
Retain Your Brain
How to age-proof your most valuable asset
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.
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.
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
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
Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
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.

hartfordfunds.com/practice

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
Better Prospecting
Growing Your Digital Presence
Is your online presence irresistible or ho-hum?
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
Listening Beyond Words
How to hear what your clients aren’t telling you
Servicing Clients
The Power of Stories
How sharing experiences transforms client relationships
Servicing Clients
Communication Quick Tips
Videos to help you hone your communication skills to better connect with current and prospective clients
Elite financial professionals' top methods for attracting affluent clients
Servicing Clients
Communicating To Connect
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Re-engage old leads and cold leads in your pipeline
It’s not just what you say that matters—it’s how you say it
Small tweaks in key areas can maximize your team's productivity
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
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
A simple rule for retaining your best clients and gaining new ones
  • 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.

    hartfordfunds.com/insight

    Investor Behavior
    Media Replay
    When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
    Investor Behavior
    Family Money Talks
    Transfer wisdom, not just wealth
    Navigating Longevity
    Retain Your Brain
    How to age-proof your most valuable asset
    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.
    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.
    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
    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
    Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
    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

     


     

    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

    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
    Better Prospecting
    Growing Your Digital Presence
    Is your online presence irresistible or ho-hum?
    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
    Listening Beyond Words
    How to hear what your clients aren’t telling you
    Servicing Clients
    The Power of Stories
    How sharing experiences transforms client relationships
    Servicing Clients
    Communication Quick Tips
    Videos to help you hone your communication skills to better connect with current and prospective clients
    Elite financial professionals' top methods for attracting affluent clients
    Servicing Clients
    Communicating To Connect
    Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
    Re-engage old leads and cold leads in your pipeline
    It’s not just what you say that matters—it’s how you say it
    Small tweaks in key areas can maximize your team's productivity
    Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
    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
    A simple rule for retaining your best clients and gaining new ones

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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 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.

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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