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Managing Director, Applied Insights, Hartford Funds
Bill McManus wants to make complex conversations as simple as he can.
Whether walking on stage at a top advisor meeting or stepping into a novice financial advisor’s office, Bill follows a similar approach to engage with all audiences.
“I have a way of reading people and understanding what it is that advisors and their clients are ultimately looking for,” he says.
“Today, advisors have to be providing value above and beyond their clients’ traditional expectations,” he says. “It’s not that what they’re doing is wrong. We’re just trying to encourage them to think differently.”
Bill joined Hartford Funds after graduating from the University of Pennsylvania. After years on the sales side, he assumed his current role in 2014. Since then, he’s been on the road and featured in consumer and trade publications.
The ways in which we depend on technology have a direct impact on our ability to live longer in retirement. Join Bill McManus, CIMA®, from Hartford Funds as he speaks with Frank McAleer, Senior Vice President of Wealth Planning Raymond James on trends in demographics, technology, lifestyles and how what impact it will have on aging. From flexible work arrangements to portable health devices, the opportunities are accelerating.
On-Demand
Available December 1 - 22, 2020
