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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 financial professional workbooks. We also offer continuing education courses for CFP, CPE, and CIMA credits.*

Consider ideas to help level-up your digital know-how
How to grow your practice through the creation of digital content
Is your online presence irresistible or ho-hum?
Simple exercises designed to increase communication and innovation
Complete a few critical activities each week to help meet your business goals
How sharing experiences transforms client relationships
Videos to help you hone your communication skills to better connect with current and prospective clients
Top financial professionals' best methods for attracting affluent clients
It’s not just what you say that matters—it’s how you say it
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
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
Grow your business by consistently doing one or two things you do best
Get referrals without the awkwardness of asking for them
A step-by-step approach for leveraging LinkedIn to grow your business
A simple rule for retaining your best clients and gaining new ones

Hartford Funds Distributors, LLC, Member FINRA is the provider of CE credits.

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.

*Contact your Hartford Funds representative or call 800-456-7526 about CE information.  HFD is the provider of CE credits


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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