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.
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.
Client Materials
Clients have been told a certain story of what aging should look like. And for a long time, they’ve bought into an “old age” story filled with leisure and relaxation. But what if clients’ thoughts about aging changed. What if one day, they woke up and realized things could change if they wanted them to? They didn’t have to live a vision of old age that was created years ago. Their later years could actually be anything that they want.
A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.
Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.
Advisor Materials
Clients have been told a certain story of what aging should look like. And for a long time, they’ve bought into an “old age” story filled with leisure and relaxation. But what if clients’ thoughts about aging changed. What if one day, they woke up and realized things could change if they wanted them to? They didn’t have to live a vision of old age that was created years ago. Their later years could actually be anything that they want.
A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.
Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.
Learn what MIT AgeLab determined to be the seven advisor characteristics that are critically important to clients.
Learn how to not only build relationships with Generation X and Generation Y—but also fine-tune your approach toward older and younger boomers as well.
MIT AgeLab explains how to identify signs of investment anxiety in your clients. Understand how stress, fear, and anxiety affect behavior, and steps you can take to help clients manage these emotions.
Learn how to plan effective team meetings, determine whether you have the right people in the right roles, and decide if it’s time to add or replace a member.
Learn how to simplify your daily priority list in minutes, avoid distractions, and make more time for the things that matter most.
Weekly motivational messages and ideas to build deeper client relationships.
Use the pillar system to simplify your strategy and magnify your results. A strategy to cut through the clutter and move you toward clarity, simplicity, and most importantly…results.
Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with advisors: the number of referrals received in the past year. Find out the secrets of advisors who’ve used WOMI to bring in 10+ new clients a year.
Replace dated time management strategies with focus management to improve the health and growth of our business.
Use our simple template for elevating your business by replicating your best client relationships.
Use the 80/20 rule to retain your best clients and gain new ones
Female advisors can create a powerful personal brand with a simple yet purposeful action plan.
Gain new clients and strengthen relationships with current ones by hosting relevant and engaging events. Your Advisor Consultant can assist you with planning and execution.
For many couples, the transition to the next phase of life—retirement or an empty nest— is everything they’d hoped for. But the next chapter can be a rude awakening when retirement expectations aren’t shared, and they end up being very different. Learn how clients can start the discussion ahead of time to help ensure their own smooth transition.
Annie Duke, decision strategist and former poker pro, combines her experience as a professional poker player with some of the most advanced thinking on decision-making that integrates psychology, economics, and neuroscience.
Clients have been told a certain story of what aging should look like. And for a long time, they’ve bought into an “old age” story filled with leisure and relaxation. But what if clients’ thoughts about aging changed. What if one day, they woke up and realized things could change if they wanted them to? They didn’t have to live a vision of old age that was created years ago. Their later years could actually be anything that they want.
Illustrate the market's ability to grow wealth despite recessions and bear markets to help clients avoid panic decisions when the next "crisis of the day" makes headlines.
A new array of devices and services is transforming retirement, making it easier for aging clients to work, stay healthy, live at home and remain connected to friends and family.
Ask three simple questions to help determine your clients’ future quality of life, serving as motivation for planning a satisfying retirement.
Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.
Address the financial challenges that women face and help them build the future they envision.
Educate your clients about three critical factors to consider before they begin taking their Social Security benefits.
Client Seminars Planning Checklist
Client seminars are an excellent way to connect with clients and prospects. This checklist can get you started. Contact your Hartford Funds advisor consultant or their internal advisor consultant counterpart, who are available to help.
Next Steps
- 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.
- Check out our Quality of Life resources and review the client whitepaper
- Talk to your Hartford Funds advisor consultant about hosting a Quality of Life client event
The MIT AgeLab and Dr. Kevin Elko are not affiliates or subsidiaries of Hartford Funds.
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