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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.
Investor Behavior
Maintaining Perspective in Uncertain Times
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 Anxiety
The Times They Are A-Changin'
…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.
Investor Anxiety
Fear, Finance & The High Anxiety Client
When volatility strikes, learn how to actively address how clients feel as well as how they invest
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
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
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.
Retirement Satisfaction
Building Your Longevity Network
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
Investor Insight
Retiring the “Old Age” Story
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.
Technology of Aging
5 Ways Technology Will Change How You Age
Show clients how apps, sites, and devices are transforming retirement
Investor Behavior
Social Security: Unlock Its Potential
Knowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
Structure
The Future of Advice
Learn the trends in aging and how to align your business model with clients’ increasing demands
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.
Deepening Relationships
The Power of Stories
How sharing experiences transforms client relationships
Deepening Relationships
Communication Quick Tips
Videos to help you hone your communication skills to better connect with current and prospective clients
Grow Your Practice
Mastering Facebook
You’re probably on Facebook, but are you using it to build relationships with affluent clients?
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
Grow Your Practice
Mastering Affluent Client Acquisition
Learn the specific skills and activities that top financial professionals use to excel with affluent clients
Structure
Communicating To Connect
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Time Management
How to Reclaim Your Workday and Your Life
Three simple steps to time/life management
Structure
Small Team Changes, Big Results
Instead of sweeping changes, making small tweaks in a few key areas can often maximize a team’s potential productivity
Practice Management
The Science and Psychology of Goal-Setting and Goal-Getting
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
Financial Planning
Time Management for Financial Professionals
Grow your business by doing one or two things you already know how to do
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
Practice Management
Creating a Practice By Design, Rather Than By Default
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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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.
Investor BehaviorMaintaining Perspective in Uncertain TimesSeemingly 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 AnxietyThe Times They Are A-Changin'…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.
Investor AnxietyFear, Finance & The High Anxiety ClientWhen volatility strikes, learn how to actively address how clients feel as well as how they invest
Investor BehaviorYour Money StoryHelp clients discover how their unique history with money can impact their financial decisions
Investor BehaviorMedia ReplayWhen the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
Investor BehaviorBack From the FutureClients can avoid the temptation to change their investment strategy by envisioning the market’s ups and downs before they occur
Investor BehaviorBeyond Investment IllusionsThe most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.
Retirement SatisfactionBuilding Your Longevity NetworkLongevity is changing retirement (Do your services match up?)
Retirement SatisfactionThe Quality of LifeThree 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
Investor InsightRetiring the “Old Age” StoryA traditional leisure-filled retirement isn’t everyone’s happily ever after. Help your clients create their own story and live a satisfying retirement.
Retirement Satisfaction8,000 Days of RetirementAs 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.
Technology of Aging5 Ways Technology Will Change How You AgeShow clients how apps, sites, and devices are transforming retirement
Investor BehaviorSocial Security: Unlock Its PotentialKnowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
StructureThe Future of AdviceLearn the trends in aging and how to align your business model with clients’ increasing demands -
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.
Deepening RelationshipsThe Power of StoriesHow sharing experiences transforms client relationships
Deepening RelationshipsCommunication Quick TipsVideos to help you hone your communication skills to better connect with current and prospective clients
Grow Your PracticeMastering FacebookYou’re probably on Facebook, but are you using it to build relationships with affluent clients?
Deepening RelationshipsFrom Zoom to RoomHow to Prepare for In-Person Events and Optimize Client Communication
Deepening RelationshipsThe Show Must Go On-lineKnowing best practices of virtual meetings can help you maximize the opportunities they offer
Grow Your PracticeMastering Affluent Client AcquisitionLearn the specific skills and activities that top financial professionals use to excel with affluent clients
StructureCommunicating To ConnectLearn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Time ManagementHow to Reclaim Your Workday and Your LifeThree simple steps to time/life management
StructureSmall Team Changes, Big ResultsInstead of sweeping changes, making small tweaks in a few key areas can often maximize a team’s potential productivity
Practice ManagementThe Science and Psychology of Goal-Setting and Goal-GettingYour prospecting goals are already within your reach. Define your ideal client to get the results you want.
Deepening RelationshipsHow to VALUE Inclusive LanguageInclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Financial PlanningTime Management for Financial ProfessionalsGrow your business by doing one or two things you already know how to do
Grow Your PracticeWord of MouthGet clients to tell others about your services without the awkwardness of asking for a referral.
Practice ManagementMastering LinkedInLearn a step-by-step approach for leveraging LinkedIn to grow your business
Practice ManagementCreating a Practice By Design, Rather Than By DefaultUse the 80/20 rule to retain your best clients and gain new ones
Practice ManagementThe Pillar SystemBy completing a few critical activities weekly, hitting your business goals is nearly guaranteed
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.
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. |
