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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

Practice Management
Generational Alchemy
For retirement plan-focused financial pros: How to transform multigenerational dynamics into workplace gold
Investor Behavior
Ask for More
Unlocking the power of everyday negotiation
Investor Behavior
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.
Navigating Longevity
5 Ways Technology Will Change How You Age
Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
Practice Management
The Future of Advice
Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.
Navigating Longevity
Building Your Longevity Network
As people live longer, retirement planning requires holistic thinking and expertise.
Navigating Longevity
The Freedom Paradox
The one big Idea that will change the way you think about retirement
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
Family Money Talks
Transfer wisdom, not just wealth
Navigating Longevity
Retain Your Brain
How to age-proof your most valuable asset
Navigating Longevity
8,000 Days of Retirement
Modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
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 Behavior
Fear, Finance & The High-Anxiety Client
When volatility strikes, you can 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
Volatility
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.
Navigating Longevity
The Social Portfolio
Why investing in social connections is a critical component of comprehensive longevity planning
Navigating Longevity
The Quality of Life
Three simple questions can help determine your clients’ future quality of life, providing a practical, thought-provoking approach to retirement planning
Navigating Longevity
Social Security: Unlock Its Potential
Understanding the key factors impacting Social Security income can help clients maximize their benefits

 

 

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

Teams
Redefining Your Team Dynamic
Simple exercises designed to increase communication and innovation
Servicing Clients
Communicating To Connect
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Servicing Clients
How to VALUE Inclusive Language
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Better Prospecting
Email Prospecting Made Easy
Simple ways to generate leads
Better Prospecting
Evaluating Your Digital Presence
Consider ideas to help level-up your digital know-how
Better Prospecting
Building Your Digital Presence
How to grow your practice through the creation of digital content
Better Prospecting
Growing Your Digital Presence
Is your online presence irresistible or ho-hum?
Increasing Efficiency
Teams Resource Center
Are you applying the best practices of top-performing teams?
Practice Management
The Pillar System
Complete a few critical activities each week to help meet your business goals
Servicing Clients
The Power of Stories
How sharing experiences transforms client relationships
Servicing Clients
Listening Beyond Words
How to hear what your clients aren’t telling you
Servicing Clients
Communication Quick Tips
Videos to help you hone your communication skills to better connect with current and prospective clients
Better Prospecting
Mastering Affluent Client Acquisition
Elite financial professionals' top methods for attracting affluent clients
Teams
Small Team Changes, Big Results
Small tweaks in key areas can maximize your team's productivity
Better Prospecting
Mastering LinkedIn
A step-by-step approach for leveraging LinkedIn to grow your business
Better Prospecting
Creating a Practice By Design, Rather Than By Default
A simple rule for retaining your best clients and gaining new ones
  • 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

    Practice Management
    Generational Alchemy
    For retirement plan-focused financial pros: How to transform multigenerational dynamics into workplace gold
    Investor Behavior
    Ask for More
    Unlocking the power of everyday negotiation
    Investor Behavior
    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.
    Navigating Longevity
    5 Ways Technology Will Change How You Age
    Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
    Practice Management
    The Future of Advice
    Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.
    Navigating Longevity
    Building Your Longevity Network
    As people live longer, retirement planning requires holistic thinking and expertise.
    Navigating Longevity
    The Freedom Paradox
    The one big Idea that will change the way you think about retirement
    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
    Family Money Talks
    Transfer wisdom, not just wealth
    Navigating Longevity
    Retain Your Brain
    How to age-proof your most valuable asset
    Navigating Longevity
    8,000 Days of Retirement
    Modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
    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 Behavior
    Fear, Finance & The High-Anxiety Client
    When volatility strikes, you can 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
    Volatility
    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.
    Navigating Longevity
    The Social Portfolio
    Why investing in social connections is a critical component of comprehensive longevity planning
    Navigating Longevity
    The Quality of Life
    Three simple questions can help determine your clients’ future quality of life, providing a practical, thought-provoking approach to retirement planning
    Navigating Longevity
    Social Security: Unlock Its Potential
    Understanding the key factors impacting Social Security income can help clients maximize their benefits
  • 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

    Teams
    Redefining Your Team Dynamic
    Simple exercises designed to increase communication and innovation
    Servicing Clients
    Communicating To Connect
    Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
    Servicing Clients
    How to VALUE Inclusive Language
    Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
    Better Prospecting
    Email Prospecting Made Easy
    Simple ways to generate leads
    Better Prospecting
    Evaluating Your Digital Presence
    Consider ideas to help level-up your digital know-how
    Better Prospecting
    Building Your Digital Presence
    How to grow your practice through the creation of digital content
    Better Prospecting
    Growing Your Digital Presence
    Is your online presence irresistible or ho-hum?
    Increasing Efficiency
    Teams Resource Center
    Are you applying the best practices of top-performing teams?
    Practice Management
    The Pillar System
    Complete a few critical activities each week to help meet your business goals
    Servicing Clients
    The Power of Stories
    How sharing experiences transforms client relationships
    Servicing Clients
    Listening Beyond Words
    How to hear what your clients aren’t telling you
    Servicing Clients
    Communication Quick Tips
    Videos to help you hone your communication skills to better connect with current and prospective clients
    Better Prospecting
    Mastering Affluent Client Acquisition
    Elite financial professionals' top methods for attracting affluent clients
    Teams
    Small Team Changes, Big Results
    Small tweaks in key areas can maximize your team's productivity
    Better Prospecting
    Mastering LinkedIn
    A step-by-step approach for leveraging LinkedIn to grow your business
    Better Prospecting
    Creating a Practice By Design, Rather Than By Default
    A simple rule for retaining your best clients and gaining new ones

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MIT AgeLab Logo

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 is not an affiliate or subsidiary of Hartford Funds. 

Hartford Mutual Funds may or may not be invested in the companies referenced herein; however, no particular endorsement of any product or service is being made.




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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.