Human-centric investing Podcast

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about the role of advisors in the retirement plans, new tools that are helping participants prepare for retirement, and trends that are changing the retirement plan industry. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI151.pdf See John Hancock's 5th Annual Financial Stress Survey Results: http://www.jhrps.com/wellness John Hancock is not an affiliate or subsidiary of Hartford Funds

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about the role of financial professionals in the retirement plans, new tools that are helping participants prepare for retirement, and trends that are changing the retirement plan industry. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI151.pdf See John Hancock's 5th Annual Financial Stress Survey Results: http://www.jhrps.com/wellness John Hancock is not an affiliate or subsidiary of Hartford Funds

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about the role of advisors in the retirement plans, new tools that are helping participants prepare for retirement, and trends that are changing the retirement plan industry. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI151.pdf See John Hancock's 5th Annual Financial Stress Survey Results: http://www.jhrps.com/wellness John Hancock is not an affiliate or subsidiary of Hartford Funds

Nine scenarios. That’s what a single person has to consider when claiming retirement benefits. For married couples, the available options grow to 81.* That figure makes it easy to see why people can get overwhelmed and confused. While the most suitable option may not be the same for everyone, Mike Lynch, Managing Director of Strategic Markets at Hartford Funds, explains how you can help by sharing factors to consider. *Married couples have 81 ways to claim Social Security. Here's how to maximize your benefits, cnbc.com, 6/6/17 Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI148%20Episode%2021%20podcast%20transcript.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html

Nine scenarios. That’s what a single person has to consider when claiming retirement benefits. For married couples, the available options grow to 81.* That figure makes it easy to see why people can get overwhelmed and confused. While the most suitable option may not be the same for everyone, Mike Lynch, Managing Director of Strategic Markets at Hartford Funds, explains how you can help by sharing factors to consider. *Married couples have 81 ways to claim Social Security. Here's how to maximize your benefits, cnbc.com, 6/6/17 Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI148%20Episode%2021%20podcast%20transcript.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html

Nine scenarios. That’s what a single person has to consider when claiming retirement benefits. For married couples, the available options grow to 81.* That figure makes it easy to see why people can get overwhelmed and confused. While the most suitable option may not be the same for everyone, Mike Lynch, Managing Director of Strategic Markets at Hartford Funds, explains how you can help by sharing factors to consider. *Married couples have 81 ways to claim Social Security. Here's how to maximize your benefits, cnbc.com, 6/6/17 Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI148%20Episode%2021%20podcast%20transcript.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about trends in the retirement plans industry, the latest results from their Financial Stress Survey and his thoughts about financial wellness. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI147.pdf John Hancock is not an affiliate or subsidiary of Hartford Funds

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about trends in the retirement plans industry, the latest results from their Financial Stress Survey and his thoughts about financial wellness. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI147.pdf John Hancock is not an affiliate or subsidiary of Hartford Funds

In this episode, Patrick Murphy, CEO at John Hancock Retirement Plan Services, shares his thoughts about trends in the retirement plans industry, the latest results from their Financial Stress Survey and his thoughts about financial wellness. Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI147.pdf John Hancock is not an affiliate or subsidiary of Hartford Funds

In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the third and fourth levels of the Word of Mouth Influence Hierarchy: Activating Conversations and Emotionally Connecting. Download Workbook (You’ll need to register or login to view the workbook): https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI143.pdf The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the third and fourth levels of the Word of Mouth Influence Hierarchy: Activating Conversations and Emotionally Connecting. Download Workbook (You’ll need to register or login to view the workbook): https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI143.pdf The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the third and fourth levels of the Word of Mouth Influence Hierarchy: Activating Conversations and Emotionally Connecting. Download Workbook (You’ll need to register or login to view the workbook): https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf Download Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI143.pdf The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

Have your referrals plateaued? That could be because it can be awkward to ask for referrals, and clients don’t like being asked to give them. 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. In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the first two levels of the Word of Mouth Influence Hierarchy: Exceeding professional expectations and emotionally connecting with clients. Workbook (you’ll need to register or login to view): https://www.hartfordfunds.com/content/dam/thf/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI139.pdf The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds

Sixty percent of workers claim benefits before their full retirement age. By doing so, they lock in a lower-than-expected benefit for the remainder of their lives.* Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, about a way to reframe the age-old question, “When should I begin taking Social Security income?” to better equip clients when making critical decisions about their benefits. *When is the Best Age for Americans to Claim Social Security?, newsweek.com, 12/21/17 Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI134.pdf Workbook: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html

Have your referrals plateaued? That could be because it can be awkward to ask for referrals, and clients don’t like being asked to give them. 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 financial professionals: the number of referrals received in the past year. In this episode, Stephen Boswell, president of The Oechsli Institute, shares tips about the first two levels of the Word of Mouth Influence Hierarchy: Exceeding professional expectations and emotionally connecting with clients. Workbook (you’ll need to register or login to view): https://www.hartfordfunds.com/content/dam/thf/en/docs/auth/prospectingmaterials/Workbooks/MAI132.pdf Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI139.pdf The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds