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How sharing experiences transforms client relationships

Strong client relationships set the foundation for a successful, lasting practice. But we often struggle to get past surface level. Many of us are mainly focused on the numbers which, important as they are, can create a barrier to deeper connection with our clients and prospects.

We can remove that barrier when we combine our financial expertise with a personal, turning-point story. Relationships will not only be deepened, but transformed.



  • Why stories are such a powerful connection tool
  • How to embrace your turning-point story
  • How and when to share a personal story

Overview (2:42) 

The Power of Stories video

Workbook Training (8:08) 

Tim Owings, Founder, TL Owings & Associates, LLC


Next Steps

1 Download the white paper
2 Download the workbook under Financial Professional Resources. Use pages 3-4 to identify a key turning point in your life.
3 Contact your Hartford Funds advisor consultant about additional training on this concept

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