Human-centric investing Podcast

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 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

Many financial professionals want to be perceived by their clients as more than just the investment person. But that can be difficult if you’re only meeting once a year to review their investments and future goals. Jill Slomski, president of Niche Team, LLC, explains how to plan and implement a 12 month rolling marketing calendar to connect with clients at events on a more regular basis. It’s easier than you think. The results: increased client loyalty, more referrals and fun. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI131.pdf Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

Many advisors want to be perceived by their clients as more than just the investment person. But that can be difficult if you’re only meeting once a year to review their investments and future goals. Jill Slomski, president of Niche Team, LLC, explains how to plan and implement a 12 month rolling marketing calendar to connect with clients at events on a more regular basis. It’s easier than you think. The results: increased client loyalty, more referrals and fun. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI131.pdf Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

Many advisors want to be perceived by their clients as more than just the investment person. But that can be difficult if you’re only meeting once a year to review their investments and future goals. Jill Slomski, president of Niche Team, LLC, explains how to plan and implement a 12 month rolling marketing calendar to connect with clients at events on a more regular basis. It’s easier than you think. The results: increased client loyalty, more referrals and fun. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI131.pdf Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

Sixty five percent of baby boomer workers plan to work past age 65 or do not plan to retire.* Dr. Joe Coughlin, director of the MIT AgeLab, shares how employers can gain a competitive advantage by embracing a five-generation workplace and how aging workers’ mindsets and attitudes may need to change. *Source: Transamerica Center for Retirement Studies, Ready or Not: Baby Boomers Are Revolutionizing Retirement, 12/18/14. Most recent data available used. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI124.pdf The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds

Sixty five percent of baby boomer workers plan to work past age 65 or do not plan to retire.* Dr. Joe Coughlin, director of the MIT AgeLab, shares how employers can gain a competitive advantage by embracing a five-generation workplace and how aging workers’ mindsets and attitudes may need to change. *Source: Transamerica Center for Retirement Studies, Ready or Not: Baby Boomers Are Revolutionizing Retirement, 12/18/14. Most recent data available used. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI124.pdf The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds

Sixty five percent of baby boomer workers plan to work past age 65 or do not plan to retire.* Dr. Joe Coughlin, director of the MIT AgeLab, shares how employers can gain a competitive advantage by embracing a five-generation workplace and how aging workers’ mindsets and attitudes may need to change. *Source: Transamerica Center for Retirement Studies, Ready or Not: Baby Boomers Are Revolutionizing Retirement, 12/18/14. Most recent data available used. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI124.pdf The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds

Many Americans look forward to retirement but often find themselves caught completely off guard by how dramatically different life after working can be. The shift isn’t always smooth, as we often assume, and clients are left wondering how to manage an array of new challenges. Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, discusses a unique concept he uses to help pre- or newly-retired clients transition to this new phase of life successfully—and practical steps towards implementing a program in your own practice. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI122.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI074.pdf Article page: https://www.hartfordfunds.com/financial-professionals/practice-management/retirement-mentoring.html

Many Americans look forward to retirement but often find themselves caught completely off guard by how dramatically different life after working can be. The shift isn’t always smooth, as we often assume, and clients are left wondering how to manage an array of new challenges. Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, discusses a unique concept he uses to help pre- or newly-retired clients transition to this new phase of life successfully—and practical steps towards implementing a program in your own practice. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI122.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI074.pdf Article page: https://www.hartfordfunds.com/financial-professionals/practice-management/retirement-mentoring.html

We all want a steady flow of new business coming our way. But we get caught up in caring for clients on a day-to-day, need-by-need basis which results in us neglecting our pipeline for new sales. Jill Slomski, president of Niche Team, explains how to analyze your top 25 clients to build a prospecting funnel. She conveys how to be less reactive and more proactive about building your practice. She also explains how to find similarities among your best clients to create your ideal client profile. Jill provided a sample worksheet that you can get in the show notes. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI121.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI120.pdf Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds

We all want a steady flow of new business coming our way. But we get caught up in caring for clients on a day-to-day, need-by-need basis which results in us neglecting our pipeline for new sales. Jill Slomski, president of Niche Team, explains how to analyze your top 25 clients to build a prospecting funnel. She conveys how to be less reactive and more proactive about building your practice. She also explains how to find similarities among your best clients to create your ideal client profile. Jill provided a sample worksheet that you can get in the show notes. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI121.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI120.pdf Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds

We all want a steady flow of new business coming our way. But we get caught up in caring for clients on a day-to-day, need-by-need basis which results in us neglecting our pipeline for new sales. Jill Slomski, president of Niche Team, explains how to analyze your top 25 clients to build a prospecting funnel. She conveys how to be less reactive and more proactive about building your practice. She also explains how to find similarities among your best clients to create your ideal client profile. Jill provided a sample worksheet that you can get in the show notes. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI121.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI120.pdf Jill Slomski, Niche Team, LLC., is not an affiliate or subsidiary of Hartford Funds

In this episode, we’ll explore what's called 'present bias.' It is the tendency to make choices that are biased toward whatever is easiest to do right now. We'll discuss how you can help your clients overcome this very human inclination to put off the hard decisions. Personal finance expert Farnoosh Torabi interviews one of the intellectual godfathers of behavioral economics, Professor David Laibson. He chairs the economics department at Harvard University and he leads the university's Foundations of Human Behavior initiative. Human-centric investing landing page: https://www.hartfordfunds.com/human-centric-investing.html Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI116.pdf Hartford Funds has engaged Farnoosh Torabi to conduct this interview. Farnoosh Torabi is not an employee of Hartford Funds. David Laibson is the chair of the Harvard University Economic Department, which is not affiliated with Hartford Funds.