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Practice management to help you grow efficiently

We partner with practice management experts to bring you proven, practical tools to help you grow and operate a more efficient practice. Our advisor consultants can help you apply these strategies through one-on-one guidance, group events, and advisor workbooks. We also offer continuing education courses for CFP, CPE, and CIMA credits.

How to Prepare for In-Person Events and Optimize Client Communication
Knowing best practices of virtual meetings can help you maximize the opportunities they offer
Learn the specific skills and activities that top financial professionals use to excel with affluent clients
Grow your business by doing one or two things you already know how to do
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Instead of sweeping changes, making small tweaks in a few key areas can often maximize a team’s potential productivity
Your prospecting goals are already within your reach. Define your ideal client to get the results you want.
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Assess your online presence and apply digital strategies to help you optimize online prospecting
Get clients to tell others about your services without the awkwardness of asking for a referral.
Learn a step-by-step approach for leveraging LinkedIn to grow your business
Evaluate how your team performed during the pandemic and use this insight to emerge better and stronger
Four keys to communicating effectively when your clients are anxious and distracted
Ensure that you accomplish your top priorities for the day and create a clear boundary between work and play
Most prospects will welcome your guidance, even in trying times. Learn three strategies to acquire clients without sounding salesy.
Use the 80/20 rule to retain your best clients and gain new ones
By completing a few critical activities weekly, hitting your business goals is nearly guaranteed

 

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

Dr. Kevin Elko serves as a consultant for Hartford Funds. His statements are not representative of 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, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products 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. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, 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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