Human-centric investing Podcast

Partnerships with local financial professionals can be a great source of new prospects. And if you co-hosted events with well-connected financial professionals before the pandemic, you’ve likely seen the value of this strategy firsthand. Unfortunately, social-distancing may restrict in-person events—but virtual prospecting is a convenient and cost-effective alternative. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how to partner with professionals to co-host an online event and gives real-life examples to show their unique advantages. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI267.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI252.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

Partnerships with local financial professionals can be a great source of new prospects. And if you co-hosted events with well-connected financial professionals before the pandemic, you’ve likely seen the value of this strategy firsthand. Unfortunately, social-distancing may restrict in-person events—but virtual prospecting is a convenient and cost-effective alternative. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how to partner with professionals to co-host an online event and gives real-life examples to show their unique advantages. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI267.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI252.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

Partnerships with local financial professionals can be a great source of new prospects. And if you co-hosted events with well-connected financial professionals before the pandemic, you’ve likely seen the value of this strategy firsthand. Unfortunately, social-distancing may restrict in-person events—but virtual prospecting is a convenient and cost-effective alternative. Mike Lynch, managing director of Hartford Funds Applied Insights, explains how to partner with professionals to co-host an online event and gives real-life examples to show their unique advantages. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI267.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI252.pdf Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

Living longer is one of the major factors raising clients’ expectations of advice. How can financial professionals help educate clients and prospects about needs that go beyond the realm of investing? Instead of simply telling clients what they should anticipate in older age, connect them to relevant resources. By collaborating with professionals outside of your natural network, you can host client events featuring a longevity-specialist panel. Learn why these events have been successful and the steps to coordinating one. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI262.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Whitepapers/MAI009.pdf Curtis Ranta is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

Living longer is one of the major factors raising clients’ expectations of advice. How can financial professionals help educate clients and prospects about needs that go beyond the realm of investing? Instead of simply telling clients what they should anticipate in older age, connect them to relevant resources. By collaborating with professionals outside of your natural network, you can host client events featuring a longevity-specialist panel. Learn why these events have been successful and the steps to coordinating one. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI262.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Whitepapers/MAI009.pdf Curtis Ranta is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

Living longer is one of the major factors raising clients’ expectations of advice. How can financial professionals help educate clients and prospects about needs that go beyond the realm of investing? Instead of simply telling clients what they should anticipate in older age, connect them to relevant resources. By collaborating with professionals outside of your natural network, you can host client events featuring a longevity-specialist panel. Learn why these events have been successful and the steps to coordinating one. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI262.pdf White Paper: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Whitepapers/MAI009.pdf Curtis Ranta is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

The idea of asking for referrals can make even the most seasoned advisor squirm. What many advisors may not realize is that satisfied clients are already naturally inclined to share your services, and by not asking for a referral you’re likely passing up a great opportunity. Dave Ingram, Hartford Funds regional vice president and advisor consultant, shares a simple, proven strategy for increasing your consistency and effectiveness in asking for referrals, and why periods of volatility can be the most practical and important time to do it. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI257.pdf David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

The idea of asking for referrals can make even the most seasoned financial professional squirm. What many financial professionals may not realize is that satisfied clients are already naturally inclined to share your services, and by not asking for a referral you’re likely passing up a great opportunity. Dave Ingram, Hartford Funds regional vice president and advisor consultant, shares a simple, proven strategy for increasing your consistency and effectiveness in asking for referrals, and why periods of volatility can be the most practical and important time to do it. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI257.pdf David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

The idea of asking for referrals can make even the most seasoned advisor squirm. What many advisors may not realize is that satisfied clients are already naturally inclined to share your services, and by not asking for a referral you’re likely passing up a great opportunity. Dave Ingram, Hartford Funds regional vice president and advisor consultant, shares a simple, proven strategy for increasing your consistency and effectiveness in asking for referrals, and why periods of volatility can be the most practical and important time to do it. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI257.pdf David Ingram is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck. Hartford Funds Distributors, LLC, Member FINRA.

We’re starting to think about life after the pandemic. Will your practice change a little or a lot? And how will you figure that out? Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses how to evaluate your team’s performance during the pandemic and how to apply what you learn. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI251.pdf From Crisis to Team Continuity: https://www.hartfordfunds.com/practice-management/practice-management-strategies/from-crisis-to-team-continuity.html Hartford Funds Distributors, LLC, Member FINRA.

We’re starting to think about life after the pandemic. Will your practice change a little or a lot? And how will you figure that out? Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses how to evaluate your team’s performance during the pandemic and how to apply what you learn. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI251.pdf From Crisis to Team Continuity: https://www.hartfordfunds.com/practice-management/practice-management-strategies/from-crisis-to-team-continuity.html Hartford Funds Distributors, LLC, Member FINRA.

We’re starting to think about life after the pandemic. Will your practice change a little or a lot? And how will you figure that out? Julie Genjac, managing director, Hartford Funds Applied Insights Team discusses how to evaluate your team’s performance during the pandemic and how to apply what you learn. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI251.pdf From Crisis to Team Continuity: https://www.hartfordfunds.com/practice-management/practice-management-strategies/from-crisis-to-team-continuity.html Hartford Funds Distributors, LLC, Member FINRA.

Julie Genjac, managing director, Hartford Funds Applied Insights Team, conveys how small adjustments to your team can lead to significant results. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI249.pdf Why Many Teams Struggle: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html Hartford Funds Distributors, LLC, Member FINRA.

Julie Genjac, managing director, Hartford Funds Applied Insights Team, conveys how small adjustments to your team can lead to significant results. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI249.pdf Why Many Teams Struggle: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html Hartford Funds Distributors, LLC, Member FINRA.

Julie Genjac, managing director, Hartford Funds Applied Insights Team, conveys how small adjustments to your team can lead to significant results. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI249.pdf Why Many Teams Struggle: https://www.hartfordfunds.com/practice-management/practice-management-strategies/teams.html Hartford Funds Distributors, LLC, Member FINRA.