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Helping you expand and deepen your client relationships through education, practice efficiency, and outreach events

Helping you expand and deepen your client relationships through education, practice efficiency, and outreach events

Financial professionals who remain focused solely on providing financial guidance falling short of clients' expectations, because providing financial guidance is now the bare minimum. For financial professionals who want to differentiate their practice by adapting to the changing needs and expectations of clients—in other words, to focus on the human side of investing—we can help.

Hartford Funds' Applied Insights team translates the expertise of the psychologists, physiologists, professors, and practice-management experts we partner with into practical, actionable ideas and tools to make sense of a rapidly evolving market and demographic landscape.

Innovative resources to help meet real-life needs (2:53)

John Diehl Applied Insights Video

John Diehl, Senior Vice President
Applied Insights

 

Featured Topics

Our Full Content Guide

Contact your Hartford Funds advisor consultant or field specialist to access our team's expertise.

 

Meet Our Team
Click on the photos to learn more about each Applied Insights team member

John Diehl
Senior Vice President

Julie L. Genjac
Vice President

Michael Lynch
Managing Director

Bill McManus
Vice President

Ryan Sullivan
Vice President

Stephen N. Parnell
Managing Director

Thomas Barrett, Ill
Managing Director

Brian Briggs
Managing Director

Amanda Stahl
Managing Director

Dennis Scanlan
Managing Director

 

Our Network of Experts

Joe Coughlin, Ph.D.
Director, MIT AgeLab
Author, The Longevity Economy

Kathleen Burns Kingsbury
Wealth Psychology Expert
Author, Breaking Money Silence

Marc Milstein, Ph.D.
Neuroscience Researcher
Author, The Age-Proof Brain

 

Libby Greiwe
The Efficient Advisor LLC
Podcast host, The Efficient Advisor: Tactical Business Advice for Financial Planners

Barbara Kay
Business Coach
Author, The $14 Trillion Dollar Woman

Nancy Schlossberg, EdD
Professor Emerita University of Maryland
Author, Revitalizing Retirement: Reshaping Your Identity

Tim Owings, Ph.D., CFP® 
Founder, TL Owings & Associates, LLC
Author, Cadence of Care

Stephen Boswell
President, Oechsli 
Author, Best Practices of Elite Advisors

Robert Laura
Retirement Activist 
Author, The Naked Retirement

Brian Margolis
Practice-Management Expert
Founder, Productivity Giant
Author, The Index Card Business Plan

Fred Reish
JD, Partner, Faegre Drinker Biddle & Reath LLP

Rebecca Hourihan, AIF®, PPC™
Founder and CMO
401(k) Marketing, LLC

“Just as the wealth and investment management business has largely become commoditized in the eyes of clients, so too has the fund manager space in the eyes of financial professionals. I really appreciate how Hartford Funds creatively adds value to the financial professional relationship while genuinely differentiating your role as a partner.”

—Managing Partner, $230M RIA Firm

 

 

John Diehl is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Julie L. Genjac is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Bill McManus is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Ryan Sullivan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Thomas Barrett, III is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.
Dennis Scanlan is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA's BrokerCheck.

The views and opinions of the Network of Experts are those of the individuals, who are not affiliated with Hartford Funds. The information should not be construed as investment advice or a recommendation of any product or service nor should it be relied upon to, replace the advice of an investor’s own legal, tax and financial professionals.
  

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