• Products
  • Insights
  • Practice Management
  • Resources
  • About Us
How sharing experiences transforms client relationships

Strong client relationships set the foundation for a successful, lasting practice. But we often struggle to get past surface level. Many of us are mainly focused on the numbers which, important as they are, can create a barrier to deeper connection with our clients and prospects.

We can remove that barrier when we combine our financial expertise with a personal, turning-point story. Relationships will not only be deepened, but transformed.

 

Learn:

  • Why stories are such a powerful connection tool
  • How to embrace your turning-point story
  • How and when to share a personal story

Overview (2:42) 

The Power of Stories video

Workbook Training (8:08) 

Tim Owings, Founder, TL Owings & Associates, LLC

 

Resource icon Resources for Financial Professionals

The Power of Stories Whitepaper

The Power of Stories Workbook

The Power of Stories Presentation

Click here to order materials

Next Steps

1 Download the white paper
2 Download the workbook under Financial Professional Resources. Use pages 3-4 to identify a key turning point in your life.
3 Contact your Hartford Funds advisor consultant about additional training on this concept
MAI130 Workbook cover
Related Resources

Practice Management
The Dos and Don'ts of Effective Virtual Communication
Conduct an effective virtual meeting with ease while avoiding the most common mistakes
Increasing Efficiency
How to Connect Emotionally with Clients
How to get the information you need to deepen relationships during client conversations
Practice Management
How to Communicate Confidently in Challenging Times
Ensure that the messages you send—via your body language, tone of voice, and word selection—are congruent and confident.

*Contact your Hartford Funds representative or call 800-456-7526 about CE information.

TL Owings & Associates LLC is not an affiliate or subsidiary of Hartford Funds. 

3889524