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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.
Unlocking the power of everyday negotiation
Help clients discover how their unique history with money can impact their financial decisions
How to age-proof your most valuable asset
Understanding the key factors impacting Social Security income can help clients maximize their benefits
For retirement plan-focused financial pros: How to transform multigenerational dynamics into workplace gold
…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.
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.
Consider ideas to help level-up your digital know-how
Simple exercises designed to increase communication and innovation
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Simple ways to generate leads
How to reach more prospects with digital advertising
How to grow your practice through the creation of digital content
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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.
Unlocking the power of everyday negotiation
Help clients discover how their unique history with money can impact their financial decisions
How to age-proof your most valuable asset
Understanding the key factors impacting Social Security income can help clients maximize their benefits
For retirement plan-focused financial pros: How to transform multigenerational dynamics into workplace gold
…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. -
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.
Consider ideas to help level-up your digital know-how
Simple exercises designed to increase communication and innovation
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Simple ways to generate leads
How to reach more prospects with digital advertising
How to grow your practice through the creation of digital content
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 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. |
