Now Available! 

Client Volatility: Are Your Clients More Volatile Than the Market?

Clients are currently contending with a variety of issues. Some are finance-related, but most aren’t—and many clients’ emotions are running high. By talking strictly about financial matters without acknowledging their other concerns, you could risk opportunities to build stronger client relationships.

Join us to learn:

  • How a flood of issues affect clients’ thinking, emotions, and decisions
  • What clients really want from their financial professional (but won’t tell you)
  • Why financial planning can't be just financial anymore

Featured Speaker:

Joe Coughlin

Founder and Director of
the MIT AgeLab

Hosted By:

John Diehl

Sr. Vice President, Applied Insights
Hartford Funds

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The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.