Now Available!

Never Stop Prospecting:
Why it’s always a good time to find new clients

Prospecting during a crisis can be a disaster waiting to happen because your motives can be perceived as insincere. To avoid this potential awkwardness, many advisors stop prospecting because it’s not worth the risk. And yet, top advisors add new clients during crises. The Oechsli Institute has developed 3 subtle prospecting strategies to acquire clients without coming off as too salesy.

Join Us to Learn How to:

  • Turn clients into crisis-time advocates
  • Generate crisis-related introductions
  • Prospect virtually through Centers of Influence


Featured Speaker:

Stephen Boswell

President
The Oechsli Institute

Hosted By:

Bill McManus

Managing Director
Applied Insights Team
Hartford Funds

The Oechsli Institute is not an affiliate or subsidiary of Hartford Funds.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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