• Products

    World Bond Fund Monthly Positioning & Outlook

    View Now >

  • Insights

    Human-Centric Investing Podcast

    Listen to Latest Episode >

  • Practice Management

    Applied Insights Team

    Learn More >

  • Resources

    Tax Center

    View Now >

  • About Us

    Human-Centric Investing

    Learn More >

Assess your online presence and apply digital strategies to help you optimize online prospecting

Note: Prior to using LinkedIn or implementing any of the strategies referenced in this presentation, please consult with your firm’s legal and compliance teams, social media policy, and required participation in social media programs.


Online Strategies to Acquire High Net Worth Clients

Many financial professionals have no idea if their online presence is helping or hurting their affluent prospecting efforts. And how would they? They aren’t out there studying the digital trends of affluent consumers. That’s how we can help. Oechsli 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them.


You Learn:

  • How to build your online presence
  • Digital strategies to connect with 3 different affluent age groups
  • How to be found when prospects do a Google search for a financial professional



Resource icon Resources for Financial Professionals



Click here to order materials >

Next Steps

1 Download a copy of the workbook
2 Complete the action step on page 4 to begin engaging with clients and prospects on Facebook
3 Complete the action step on page 7 to begin building your online presence while attracting new affluent prospects

Prior to implementing any of the strategies referenced in this article or workbook, please consult with your firm’s legal and compliance teams about social media policies and required participation in social media programs.

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 Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.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.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value