Minisode - How Advisors Can Excite and Delight Clients

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About This Episode

Technology helped transform advisors from brokers to someone who needs to listen more to clients’ unique situations and help them develop a plan that’s not strictly about investments.

My guest today, John Diehl of Hartford Fund, has written that, “Today’s advisor needs to better understand the context of their clients’ needs,” The financial piece isn’t the problem. The emotions, high-level goals, and the aspirations are the challenge.”

About Our Guest

John is senior vice president of applied insights for Hartford Funds. He and his team are responsible for engaging and educating financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes. John also oversees Hartford Funds’ relationship with the Massachusetts Institute of Technology AgeLab.

Show Notes

Here is a link to Hartford Funds web site, where you can find more information about its solutions.