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Products July 1, 2015
Hartford Funds Launches ‘Summer School’ Video Series
The eight videos aim to teach advisers about client issues.
Reported by Lee Barney
Hartford Funds has launched “Summer School,” eight videos
moderated by its practice management executives and Joseph Coughlin, director
of the MIT AgeLab, to educate financial advisers about issues important to
clients today.
The first video, “The New Role of the Financial Adviser,” addresses how
advisers can help investors holistically by understanding their individual
goals. Others include: “Engaging the Boomer Generation,” which addresses how
Boomers should plan and invest for retirement; “The Forgotten 401(k),” which
discusses how advisers should underscore the importance of investing for
retirement; “Investing in Individuality,” which reminds advisers to partner
with investors on their long-term goals; “Getting on Your Client’s Personal
Agenda,” which recommends that advisers address investors’ personal agenda and
goals; and “Communicating in the Age of Information,” which gives tips on how
advisers can reach investors who are bombarded with information.
“The ‘Summer School’ video series brings Hartford Funds’ human-centric
investing philosophy to life,” says John Diehl, senior vice president of
strategic markets for Hartford Funds. “As the financial advice industry evolves
to keep up with technology and generational shirts, ‘Summer School’ helps to
navigate those changes and challenges.”
Advisers can subscribe to the series here.