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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.
How to age-proof your most valuable asset
For retirement plan-focused financial pros: How to transform multigenerational dynamics into workplace gold
Unlocking the power of everyday negotiation
…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.
Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.
As people live longer, retirement planning requires holistic thinking and expertise.
The one big Idea that will change the way you think about retirement
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
Transfer wisdom, not just wealth
Modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
When volatility strikes, you can address how clients feel as well as how they invest
Help clients discover how their unique history with money can impact their financial decisions
The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.
Why investing in social connections is a critical component of comprehensive longevity planning
Three simple questions can help determine your clients’ future quality of life, providing a practical, thought-provoking approach to retirement planning
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.
Consider ideas to help level-up your digital know-how
Simple exercises designed to increase communication and innovation
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Simple ways to generate leads
How to grow your practice through the creation of digital content
How to reach more prospects with digital advertising
Are you applying the best practices of top-performing teams?
Complete a few critical activities each week to help meet your business goals
How sharing experiences transforms client relationships
How to hear what your clients aren’t telling you
Videos to help you hone your communication skills to better connect with current and prospective clients
Elite financial professionals' top methods for attracting affluent clients
Small tweaks in key areas can maximize your team's productivity
A step-by-step approach for leveraging LinkedIn to grow your business
A simple rule for retaining your best clients and gaining new ones
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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.
How to age-proof your most valuable asset
For retirement plan-focused financial pros: How to transform multigenerational dynamics into workplace gold
Unlocking the power of everyday negotiation
…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.
Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.
As people live longer, retirement planning requires holistic thinking and expertise.
The one big Idea that will change the way you think about retirement
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
Transfer wisdom, not just wealth
Modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
When volatility strikes, you can address how clients feel as well as how they invest
Help clients discover how their unique history with money can impact their financial decisions
The most important principles of investing are almost all counterintuitive. Help clients avoid well-intended decisions that can be detrimental to their portfolio.
Why investing in social connections is a critical component of comprehensive longevity planning
Three simple questions can help determine your clients’ future quality of life, providing a practical, thought-provoking approach to retirement planning
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.
Consider ideas to help level-up your digital know-how
Simple exercises designed to increase communication and innovation
Learn four ways to sharpen your communication skills, overcome barriers, and better connect with clients and prospects
Inclusive language is essential to communicating with clients and prospects whose life experiences differ from our own
Simple ways to generate leads
How to grow your practice through the creation of digital content
How to reach more prospects with digital advertising
Are you applying the best practices of top-performing teams?
Complete a few critical activities each week to help meet your business goals
How sharing experiences transforms client relationships
How to hear what your clients aren’t telling you
Videos to help you hone your communication skills to better connect with current and prospective clients
Elite financial professionals' top methods for attracting affluent clients
Small tweaks in key areas can maximize your team's productivity
A step-by-step approach for leveraging LinkedIn to grow your business
A simple rule for retaining your best clients and gaining new ones
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 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. |
