You want your clients to feel like family, not just account numbers. Here's how to give your clients an amazing experience and turn them into referral-generating machines.
About us
At Hartford Funds, we believe in human-centric investing: a unique approach that uses research to understand the emotional relationship between advisors, their clients, and their investments, then creates solutions and advisor tools designed to serve those investors and their varying mindsets. Human-centric investing goes beyond performance to strengthen advisor-client relationships by helping investors better realize their true life goals. We also believe in applying the same human-centric principles to our own workplace, cultivating an environment that fosters collaboration and encourages the entrepreneurial spirit. To explore employment opportunities, see our LinkedIn job postings or visit us at www.hartfordfunds.com/careers for a full listing of available positions across the organization. The communications being provided are for informational and/or educational purposes only. They are not designed to be investment advice or a recommendation to buy or sell any security or to participate in any trading strategy. They should not be considered investment, tax or legal advice. Investors should seek their own professional advice. All investments are subject to risk, including the possible loss of principal. Investors should carefully consider a fund’s investment objectives, risks, charges and expenses. This and other important information is contained in the fund’s prospectus and summary prospectus (if available), which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing. Hartford Funds Distributors, LLC, Member FINRA.
- Website
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http://www.hartfordfunds.com/social
External link for Hartford Funds
- Industry
- Investment Management
- Company size
- 201-500 employees
- Headquarters
- Wayne, PA
- Type
- Privately Held
- Founded
- 1996
Locations
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Primary
Get directions
690 Lee Road
Wayne, PA 19087, US
Employees at Hartford Funds
Updates
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From extensive deregulation efforts to tax reform, there's a lot to unpack in Donald Trump's ambitious post-election agenda. Here's how a Republican sweep will impact which policies take priority throughout his second term.
Trump's Election Trifecta
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Affluent investors are the cornerstone of a successful practice. Next Thursday, discover proven strategies to attract prospects with assets of $1 million or more. Register below! https://lnkd.in/eQ6Q8b9M
Webinar: 3 Keys to Acquiring Affluent Clients
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Our Hartford Funds colleagues gathered for a day of learning, networking, and fun at the 21st Annual Pennsylvania Conference for Women in Philadelphia. #BeHumanCentric https://lnkd.in/eAGNzdjm
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Rate cuts alone aren't the market's magic bullet. And although all-time highs may suggest otherwise, history suggests a recession may be imminent. Here's why.
Rate Cuts Historically Haven't Rescued the Market
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Referrals and introductions aren't the same to the affluent. Understanding this key difference can help.
Getting Personal Introductions to Affluent Prospects
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Do you have clients asking where the most lucrative opportunities lie now that the Fed has cut rates? Here are 4 bond opportunities after the 25 bps cut. https://lnkd.in/ezTzkgEB
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Wondering where the market may be headed with Election Day in the rearview? Explore our Politics Resource Center for client-friendly resources and expert analyses. https://lnkd.in/eHYbqwyp
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Schroders' experts share their longer-term views on what a second Trump administration could mean for the US economy and world trade, global equities, fixed income, and the energy transition.
2024 US Election Outcome: Implications for Investors
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When having a family money talk, you don't have to wing it, and it doesn't have to be boring. Wealth psychologist Kathleen Burns Kingsbury breaks down a discovery exercise that can help you kick-off a family money talk and provide a structure for your conversation. https://lnkd.in/e7hk66p4