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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.

hartfordfunds.com/insight

Longevity is changing retirement (Do your services match up?)
Retirement Satisfaction
The Quality of Life
Three simple questions can help determine your clients’ future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement
A traditional leisure-filled retirement isn’t everyone’s happily ever after. Help your clients create their own story and live a satisfying retirement.
Retirement Satisfaction
8,000 Days of Retirement
As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Help clients navigate what’s no longer an end but a new, complex stage of life.
Show clients how apps, sites, and devices that are transforming retirement
Investor Behavior
Your Money Story
Help clients discover how their unique history with money can impact their financial decisions
Investor Behavior
Media Replay
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
For many couples, the shift to retirement or an empty nest is everything they hoped for. But when unspoken expectations don’t align, it can be jarring. Learn how clients can share their individual visions ahead of time to help ensure a smooth transition.
Knowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
Investor Behavior
Back From the Future
Clients can avoid the temptation to change their investment strategy by envisioning the market’s ups and downs before they occur
Learn the trends in aging and how to align your business model with clients’ increasing demands
…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.
When volatility strikes, learn how to actively address how clients feel as well as how they invest
Seemingly unprecedented events and an uncertain future can put many investors on edge. A historical perspective on past crises can help investors persevere when their confidence is tested.
Investor Behavior
Beyond Investment Illusions
The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.

 


 

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.

hartfordfunds.com/practice

Deepening Relationships
From Zoom to Room
How to Prepare for In-Person Events and Optimize Client Communication
Deepening Relationships
The Show Must Go On-line
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.
Deepening Relationships
How to VALUE Inclusive Language
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
Grow Your Practice
Word of Mouth
Get clients to tell others about your services without the awkwardness of asking for a referral.
Practice Management
Mastering LinkedIn
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
Deepening Relationships
How to FACE Adversity
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
Practice Management
The Pillar System
By completing a few critical activities weekly, hitting your business goals is nearly guaranteed
  • 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.

    hartfordfunds.com/insight

    Longevity is changing retirement (Do your services match up?)
    Retirement Satisfaction
    The Quality of Life
    Three simple questions can help determine your clients’ future quality of life, and serve as a practical, thought-provoking starting point for planning a satisfying retirement
    A traditional leisure-filled retirement isn’t everyone’s happily ever after. Help your clients create their own story and live a satisfying retirement.
    Retirement Satisfaction
    8,000 Days of Retirement
    As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Help clients navigate what’s no longer an end but a new, complex stage of life.
    Show clients how apps, sites, and devices that are transforming retirement
    Investor Behavior
    Your Money Story
    Help clients discover how their unique history with money can impact their financial decisions
    Investor Behavior
    Media Replay
    When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
    For many couples, the shift to retirement or an empty nest is everything they hoped for. But when unspoken expectations don’t align, it can be jarring. Learn how clients can share their individual visions ahead of time to help ensure a smooth transition.
    Knowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
    Investor Behavior
    Back From the Future
    Clients can avoid the temptation to change their investment strategy by envisioning the market’s ups and downs before they occur
    Learn the trends in aging and how to align your business model with clients’ increasing demands
    …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.
    When volatility strikes, learn how to actively address how clients feel as well as how they invest
    Seemingly unprecedented events and an uncertain future can put many investors on edge. A historical perspective on past crises can help investors persevere when their confidence is tested.
    Investor Behavior
    Beyond Investment Illusions
    The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.
  • 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.

    hartfordfunds.com/practice

    Deepening Relationships
    From Zoom to Room
    How to Prepare for In-Person Events and Optimize Client Communication
    Deepening Relationships
    The Show Must Go On-line
    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.
    Deepening Relationships
    How to VALUE Inclusive Language
    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
    Grow Your Practice
    Word of Mouth
    Get clients to tell others about your services without the awkwardness of asking for a referral.
    Practice Management
    Mastering LinkedIn
    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
    Deepening Relationships
    How to FACE Adversity
    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
    Practice Management
    The Pillar System
    By completing a few critical activities weekly, hitting your business goals is nearly guaranteed

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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.

hartfordfunds.com/agelab

 

The MIT AgeLab and Oechsli are not affiliates or subsidiaries of Hartford Funds.

Anne Duke is not affiliated with Hartford Funds.

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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.

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.

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